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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
Connecticut Wealth Management
Connecticut
$302K +$297K +12,142 New
Fisher Asset Management
302
Fisher Asset Management
Washington
$301K +$297K +12,112 New
WAM
303
Worth Asset Management
Texas
$300K +$25.8K +1,054 +10%
SIMG
304
Sonora Investment Management Group
Arizona
$294K -$6.56K -268 -2%
IA
305
IFP Advisors
Florida
$289K +$100K +4,103 +54%
AAS
306
Asset Allocation Strategies
Michigan
$288K +$11K +448 +4%
RC
307
Roundview Capital
New Jersey
$285K +$280K +11,452 New
TSS
308
Two Sigma Securities
New York
$284K +$280K +11,439 New
MWM
309
Modern Wealth Management
Kansas
$283K +$279K +11,387 New
EAM
310
Evanson Asset Management
California
$273K +$1.81K +74 +0.7%
PP
311
Patten & Patten
Tennessee
$271K +$13.1K +533 +5%
MIS
312
Morningstar Investment Services
Illinois
$268K -$400K -16,351 -60%
UCFA
313
United Capital Financial Advisors
Texas
$267K +$263K +10,739 New
Citigroup
314
Citigroup
New York
$259K +$21.2K +866 +9%
XPN
315
XY Planning Network
Montana
$258K +$254K +10,368 New
ATS
316
Ashton Thomas Securities
New York
$257K -$6.22K -254 -2%
OCM
317
Orleans Capital Management
Louisiana
$256K
CBA
318
Coastal Bridge Advisors
Connecticut
$254K +$250K +10,220 New
WA
319
WBH Advisory
Maryland
$253K +$34.6K +1,413 +16%
CFGW
320
Chancellor Financial Group WB
Pennsylvania
$250K +$49 +2 +0%
CAC
321
Certified Advisory Corp
Florida
$249K
WTA
322
Washington Trust Advisors
Massachusetts
$249K
ACM
323
Absolute Capital Management
Pennsylvania
$248K -$50.9K -2,077 -17%
WPA
324
West Paces Advisors
Georgia
$242K -$75.4K -3,080 -24%
BWP
325
Balboa Wealth Partners
Arizona
$240K +$237K +9,663 New