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Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
326
Mark Sheptoff Financial Planning
Connecticut
$3.2K – – –
Citigroup
327
Citigroup
New York
$3.05K +$2.07K +84 +210%
TFGT
328
TS Financial Group (TSFG)
Illinois
$3K – – –
BLC
329
Brown, Lisle/Cummings
Rhode Island
$2.85K – – –
SWA
330
Sutton Wealth Advisors
Florida
$2.81K – – –
NA
331
NewEdge Advisors
Louisiana
$2.73K +$23.9K +970 New
RA
332
Rise Advisors
New York
$2.6K +$49 +2 +2%
KFI
333
Key Financial Inc
Pennsylvania
$2.41K – – –
BAM
334
Bellevue Asset Management
Washington
$2.12K – – –
MSCM
335
McElhenny Sheffield Capital Management
Texas
$2.07K +$2.07K +84 New
NIC
336
Northwest Investment Counselors
Oregon
$1.97K – – –
William Blair & Company
337
William Blair & Company
Illinois
$1.77K -$66.2K -2,690 -97%
MFC
338
Morris Financial Concepts
South Carolina
$1.43K – – –
NECFA
339
New England Capital Financial Advisors
Connecticut
$1.41K +$1.38K +56 New
AIM
340
Anchor Investment Management
South Carolina
$1.28K – – –
AW
341
Avion Wealth
Texas
$1K – – –
TFA
342
Transamerica Financial Advisors
Florida
$1K – – –
TAM
343
Tucker Asset Management
Colorado
$740 -$14.9K -604 -95%
JFA
344
JNBA Financial Advisors
Minnesota
$738 – – –
LC
345
Lindbrook Capital
California
$689 – – –
GIA
346
GHP Investment Advisors
Colorado
$689 +$689 +28 New
ACA
347
Aptus Capital Advisors
Alabama
$640 – – –
FWM
348
Focused Wealth Management
New York
$640 – – –
EE
349
EWG Elevate
California
$640 +$640 +26 New
FCAG
350
First Capital Advisors Group
New Jersey
$610 – – –