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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
326
Asset Allocation Strategies
Michigan
$274K -$16.5K -665 -6%
MWM
327
Modern Wealth Management
Kansas
$273K -$12.3K -496 -4%
CBA
328
Coastal Bridge Advisors
Connecticut
$271K +$14.7K +593 +6%
CIA
329
Concurrent Investment Advisors
Florida
$269K +$266K +10,751 New
GRP
330
Global Retirement Partners
California
$269K +$266K +10,745 New
LGA
331
Lebenthal Global Advisors
New York
$265K +$262K +10,585 New
BC
332
Bulwark Capital
Florida
$256K +$253K +10,216 New
HNB
333
Huntington National Bank
Ohio
$255K
WPA
334
West Paces Advisors
Georgia
$254K +$9.91K +400 +4%
CFGW
335
Chancellor Financial Group WB
Pennsylvania
$252K -$99 -4 -0%
CAC
336
Certified Advisory Corp
Florida
$251K +$248 +10 +0.1%
OCM
337
Orleans Capital Management
Louisiana
$250K -$7.43K -300 -3%
OIA
338
OneDigital Investment Advisors
Kansas
$249K -$93.3K -3,767 -27%
WTA
339
Washington Trust Advisors
Massachusetts
$245K -$5.58K -225 -2%
Kovitz Investment Group Partners
340
Kovitz Investment Group Partners
Illinois
$240K +$238K +9,590 New
BCI
341
Brinker Capital Investments
Pennsylvania
$238K -$1.45M -58,670 -86%
SF
342
Seek First
California
$236K +$2.21K +89 +1%
WA
343
WBH Advisory
Maryland
$235K -$19.6K -793 -8%
LIA
344
LBMC Investment Advisors
Tennessee
$230K
AO
345
Advisor OS
Illinois
$230K +$227K +9,171 New
SB
346
Strategic Blueprint
Georgia
$226K +$224K +9,026 New
DWM
347
Destination Wealth Management
California
$224K +$222K +8,968 New
MIA
348
Milestone Investment Advisors
Wisconsin
$223K
FPWM
349
FSB Premier Wealth Management
Iowa
$220K -$1.49K -60 -0.7%
LA
350
Lifeworks Advisors
Michigan
$217K -$3.3K -133 -2%