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Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFM
376
Compass Financial Management
Florida
$233K +$234K +9,460 New
MIA
377
Milestone Investment Advisors
Wisconsin
$232K -$2.5K -101 -1%
RFN
378
RDA Financial Network
Iowa
$231K +$231K +9,365 New
SC
379
SouthState Corp
Florida
$229K +$100K +4,058 +78%
ATPW
380
Ashton Thomas Private Wealth
Arizona
$228K -$10.7K -431 -4%
AQR Capital Management
381
AQR Capital Management
Connecticut
$227K +$1.33K +54 +0.6%
CFGW
382
Chancellor Financial Group WB
Pennsylvania
$226K -$22.5K -911 -9%
MWM
383
Modern Wealth Management
Kansas
$225K +$12.3K +498 +6%
BWM
384
BCS Wealth Management
Tennessee
$225K +$1.8K +73 +0.8%
WTA
385
Washington Trust Advisors
Massachusetts
$220K -$4.33K -175 -2%
IAS
386
Integrity Advisory Solutions
Texas
$216K +$10.1K +409 +5%
BRWA
387
B. Riley Wealth Advisors
Florida
$215K +$214K +8,675 New
CFS
388
CGC Financial Services
Oregon
$214K +$215K +8,680 New
KG
389
Kilter Group
New York
$213K +$213K +8,603 +18,304%
MPPHD
390
Maloon Powers Pitre Higgins & Dennehy
California
$211K +$211K +8,537 New
Rockefeller Capital Management
391
Rockefeller Capital Management
New York
$208K -$2.6K -105 -1%
MCA
392
MSH Capital Advisors
Arizona
$207K -$17.8K -720 -8%
SF
393
Seek First
California
$207K -$29.4K -1,191 -12%
AIM
394
Acropolis Investment Management
Missouri
$206K – – –
LOWM
395
Laurel Oak Wealth Management
New Jersey
$202K -$1.93K -78 -0.9%
FPWM
396
FSB Premier Wealth Management
Iowa
$201K – – –
G
397
GenTrust
Florida
$201K – – –
ACA
398
Aptus Capital Advisors
Alabama
$194K +$137K +5,528 +237%
GRP
399
Global Retirement Partners
California
$190K +$190K +7,686 New
CJ
400
Caitlin John
Michigan
$153K – – –