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Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
301
Financial Management Professionals
Texas
$3K – – –
MSFP
302
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
RA
303
Rise Advisors
New York
$3K – – –
TFGT
304
TS Financial Group (TSFG)
Illinois
$3K – – –
BLC
305
Brown, Lisle/Cummings
Rhode Island
$2.85K +$2.96K +116 New
SWA
306
Sutton Wealth Advisors
Florida
$2.8K – – –
WPA
307
West Paces Advisors
Georgia
$2.17K +$2.25K +88 New
BAM
308
Bellevue Asset Management
Washington
$2K – – –
KFI
309
Key Financial Inc
Pennsylvania
$2K – – –
NIC
310
Northwest Investment Counselors
Oregon
$2K – – –
BTI
311
Blue Trust Inc
Georgia
$2K +$1.74K +68 New
AW
312
Avion Wealth
Texas
$2K +$1.84K +72 New
HBW
313
Hazlett, Burt & Watson
West Virginia
$2K +$2.04K +80 New
AIM
314
Anchor Investment Management
South Carolina
$1.28K – – –
NG
315
NWK Group
California
$1K -$31.1K -1,218 -98%
Citigroup
316
Citigroup
New York
$1K -$23.6K -924 -96%
ANBT
317
American National Bank & Trust
Texas
$1K – – –
CWM
318
Castle Wealth Management
Florida
$1K – – –
FWM
319
Focused Wealth Management
New York
$1K – – –
JFA
320
JNBA Financial Advisors
Minnesota
$1K – – –
MFC
321
Morris Financial Concepts
South Carolina
$1K – – –
TFA
322
Transamerica Financial Advisors
Florida
$1K – – –
ACA
323
Aptus Capital Advisors
Alabama
$1K +$51 +2 +8%
FCAG
324
First Capital Advisors Group
New Jersey
$1K +$614 +24 New
LC
325
Lindbrook Capital
California
$1K +$716 +28 New