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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TDB
326
Thompson David Blair
$371K +$372K +14,784 New
LAIC
327
Lederer & Associates Investment Counsel
California
$361K +$6.07K +241 +2%
CMP
328
Coston McIsaac & Partners
Maine
$340K +$4.23K +168 +1%
CA
329
Claro Advisors
Massachusetts
$333K +$335K +13,295 New
FCB
330
First County Bank
Connecticut
$327K +$9.64K +383 +3%
SB
331
Strategic Blueprint
Georgia
$326K +$7.9K +314 +2%
RC
332
Roundview Capital
New Jersey
$324K
AAM
333
Advisors Asset Management
Colorado
$322K +$169K +6,727 +110%
GRP
334
Global Retirement Partners
California
$321K +$144K +5,705 +81%
VFS
335
Valpey Financial Services
New Hampshire
$321K +$63K +2,505 +24%
FPAS
336
Focus Partners Advisor Solutions
Missouri
$319K -$266K -10,578 -45%
LAM
337
L2 Asset Management
Massachusetts
$315K
CBA
338
Coastal Bridge Advisors
Connecticut
$312K +$3.32K +132 +1%
SA
339
Seneschal Advisors
Washington
$296K +$3.27K +130 +1%
Rockefeller Capital Management
340
Rockefeller Capital Management
New York
$294K +$55.9K +2,220 +23%
TFA
341
Transamerica Financial Advisors
Florida
$290K +$186K +7,378 +177%
PNC Financial Services Group
342
PNC Financial Services Group
Pennsylvania
$285K +$203K +8,078 +244%
EAM
343
Evanson Asset Management
California
$285K +$3.57K +142 +1%
MWM
344
Modern Wealth Management
Kansas
$283K +$15.6K +620 +6%
AAS
345
Asset Allocation Strategies
Michigan
$280K -$39.8K -1,580 -12%
PP
346
Patten & Patten
Tennessee
$279K
I
347
INVST
Indiana
$274K +$275K +10,937 New
AO
348
Advisor OS
Illinois
$273K +$26.3K +1,044 +11%
HWM
349
HB Wealth Management
Georgia
$272K +$273K +10,829 New
CAC
350
Certified Advisory Corp
Florida
$269K +$17.9K +711 +7%