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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
351
Trivium Point Advisory
Connecticut
$217K +$214K +8,656 New
VST
352
Van Strum & Towne
California
$217K +$14.9K +600 +7%
CFG
353
Chapman Financial Group
Hawaii
$210K +$208K +8,400 New
BWM
354
BCS Wealth Management
Tennessee
$209K +$1.73K +70 +0.8%
AIM
355
Acropolis Investment Management
Missouri
$209K +$5.45K +220 +3%
CIAS
356
CFS Investment Advisory Services
New Jersey
$208K -$11K -442 -5%
SWGC
357
Summit Wealth Group (Colorado)
Colorado
$207K +$205K +8,288 New
CA
358
Claro Advisors
Massachusetts
$207K -$111K -4,497 -35%
G
359
GenTrust
Florida
$204K
BCWM
360
Bartlett & Co Wealth Management
Ohio
$203K -$494K -19,925 -71%
GSF
361
Grove Street Fiduciary
New Hampshire
$202K
ATS
362
Ashton Thomas Securities
New York
$192K -$65.3K -2,635 -26%
US Bancorp
363
US Bancorp
Minnesota
$181K +$14.7K +593 +9%
PWMG
364
Private Wealth Management Group
New Jersey
$168K
OP
365
ORG Partners
Indiana
$152K
MCM
366
MAI Capital Management
Ohio
$140K -$4.68K -189 -3%
GC
367
Garde Capital
Washington
$121K
SAM
368
Smartleaf Asset Management
Massachusetts
$119K -$81K -3,269 -41%
WOSD
369
WFA of San Diego
California
$118K +$117K +4,730 New
SPIA
370
Steward Partners Investment Advisory
New York
$112K -$99.1K -4,001 -47%
AIC
371
Archer Investment Corporation
Indiana
$109K +$25 +1 +0%
PPA
372
Painted Porch Advisors
California
$108K -$5.7K -230 -5%
BIM
373
Breakwater Investment Management
Washington
$108K
CIAS
374
Capital Investment Advisory Services
North Carolina
$92.8K +$79.3K +3,200 +632%
HDIM
375
Hanson & Doremus Investment Management
Vermont
$86K