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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
376
Acropolis Investment Management
Missouri
$209K
LOWM
377
Laurel Oak Wealth Management
New Jersey
$207K +$208K +8,268 New
FPWM
378
FSB Premier Wealth Management
Iowa
$206K -$30.6K -1,216 -13%
OSAM
379
O'Shaughnessy Asset Management
Connecticut
$205K +$5.18K +206 +3%
G
380
GenTrust
Florida
$204K
GSF
381
Grove Street Fiduciary
New Hampshire
$203K
ACG
382
Allen Capital Group
Nebraska
$202K +$203K +8,056 New
US Bancorp
383
US Bancorp
Minnesota
$200K +$4.83K +192 +2%
MCM
384
MAI Capital Management
Ohio
$193K +$41.1K +1,634 +27%
CIAS
385
Capital Investment Advisory Services
North Carolina
$186K +$134K +5,313 +252%
JWCA
386
J.W. Cole Advisors
Florida
$162K -$75 -3 -0%
CJ
387
Caitlin John
Michigan
$156K
HNB
388
Huntington National Bank
Ohio
$155K
OP
389
ORG Partners
Indiana
$153K
DCM
390
Dorato Capital Management
Colorado
$148K +$148K +5,871 New
SAM
391
Smartleaf Asset Management
Massachusetts
$147K +$3.42K +136 +2%
PWMG
392
Private Wealth Management Group
New Jersey
$142K -$25.9K -1,030 -15%
IAIM
393
International Assets Investment Management
Florida
$142K +$143K +5,663 New
ATS
394
Ashton Thomas Securities
New York
$141K +$11.8K +468 +9%
HR
395
Howe & Rusling
New York
$132K -$80.1K -3,184 -38%
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
$122K -$153K -6,086 -55%
WOSD
397
WFA of San Diego
California
$119K
MIA
398
Milestone Investment Advisors
Wisconsin
$109K -$88.8K -3,529 -45%
AIC
399
Archer Investment Corporation
Indiana
$102K +$25 +1 +0%
BIM
400
Breakwater Investment Management
Washington
$98.5K -$9.31K -370 -9%