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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
301
Sonora Investment Management Group
Arizona
$370K +$72.9K +2,942 +25%
NA
302
Note Advisors
New York
$363K -$32.7K -1,320 -8%
ATPW
303
Ashton Thomas Private Wealth
Arizona
$338K +$334K +13,489 New
LAM
304
L2 Asset Management
Massachusetts
$336K +$21.4K +865 +7%
CMP
305
Coston McIsaac & Partners
Maine
$332K +$3.15K +127 +1%
MWP
306
Meridian Wealth Partners
Pennsylvania
$330K +$942 +38 +0.3%
RA
307
RFG Advisory
Alabama
$330K +$327K +13,194 New
SGAM
308
Stephens Group Asset Management
Arkansas
$330K +$2.83K +114 +0.9%
CIA
309
Capital Investment Advisors
Georgia
$326K +$323K +13,034 New
CAL
310
Capital Analysts LLC
Pennsylvania
$322K -$1.64K -66 -0.5%
HR
311
Howe & Rusling
New York
$321K +$106K +4,298 +50%
CF
312
Copperwynd Financial
Arizona
$321K +$318K +12,818 New
HCM
313
Hollencrest Capital Management
California
$315K – – –
FPAS
314
Focus Partners Advisor Solutions
Missouri
$311K -$90K -3,633 -23%
HAS
315
HBW Advisory Services
California
$311K -$81.7K -3,299 -21%
RI
316
Ridgewood Investments
New Jersey
$308K – – –
CWM
317
Connecticut Wealth Management
Connecticut
$304K +$223 +9 +0.1%
FCB
318
First County Bank
Connecticut
$302K -$66.3K -2,674 -18%
MKA
319
M. Kulyk & Associates
Georgia
$298K +$295K +11,925 New
JWCA
320
J.W. Cole Advisors
Florida
$292K +$289K +11,678 New
RC
321
Roundview Capital
New Jersey
$287K – – –
CAS
322
Coppell Advisory Solutions
Texas
$284K +$282K +11,382 New
PP
323
Patten & Patten
Tennessee
$279K +$6.2K +250 +2%
EAM
324
Evanson Asset Management
California
$278K +$2.65K +107 +1%
CAMG
325
CWA Asset Management Group
Florida
$274K -$127K -5,115 -32%
11 12
13
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