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Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ME
351
McIlrath & Eck
Washington
$1.66K +$1.65K +66 New
MFC
352
Morris Financial Concepts
South Carolina
$1.46K – – –
NECFA
353
New England Capital Financial Advisors
Connecticut
$1.41K – – –
AIM
354
Anchor Investment Management
South Carolina
$1.31K – – –
BCMLT
355
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.16K -$4.93K -198 -81%
GWSA
356
Global Wealth Strategies & Associates
Colorado
$1.06K +$1.05K +42 New
TFA
357
Transamerica Financial Advisors
Florida
$1K – – –
TAM
358
Tucker Asset Management
Colorado
$756 – – –
LC
359
Lindbrook Capital
California
$706 – – –
FCAG
360
First Capital Advisors Group
New Jersey
$628 – – –
NG
361
NWK Group
California
$555 – – –
S
362
SignatureFD
Georgia
$555 +$50 +2 +10%
AA
363
Addison Advisors
Vermont
$454 – – –
GWSG
364
GPS Wealth Strategies Group
Colorado
$454 +$449 +18 New
RP
365
Rice Partnership
Hawaii
$353 +$349 +14 New
FWM
366
Focused Wealth Management
New York
$303 -$349 -14 -54%
TFP
367
Tilia Fiduciary Partners
North Carolina
$202 – – –
CFFP
368
Center for Financial Planning
Michigan
$101 – – –
WWMSC
369
Wagner Wealth Management (South Carolina)
South Carolina
$50 – – –
KL
370
KilterHowling LLC
Colorado
– -$14.4M -585,626 Closed
Thrivent Financial for Lutherans
371
Thrivent Financial for Lutherans
Minnesota
– -$13.2M -536,426 Closed
DF
372
Donoghue Forlines
Massachusetts
– -$5.34M -217,112 Closed
BWP
373
BSW Wealth Partners
Colorado
– -$2.79M -113,150 Closed
II
374
Inspire Investing
Idaho
– -$2.78M -112,812 Closed
EH
375
Equitable Holdings
New York
– -$1.55M -63,122 Closed