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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
376
BCS Wealth Management
Tennessee
$226K -$229K -9,123 -50%
CMAI
377
Capital Management Associates Inc
Minnesota
$223K
CPIG
378
Chicago Partners Investment Group
Illinois
$220K +$222K +8,847 New
LWM
379
LongView Wealth Management
Georgia
$220K +$221K +8,820 New
HCM
380
Hollencrest Capital Management
California
$219K
AFA
381
Amicus Financial Advisors
Texas
$217K +$8.42K +336 +4%
MWM
382
Modern Wealth Management
Kansas
$214K -$66.6K -2,656 -24%
Rockefeller Capital Management
383
Rockefeller Capital Management
New York
$213K -$79.6K -3,176 -27%
AIM
384
Archer Investment Management
Texas
$208K -$9.93M -396,226 -98%
AIM
385
Acropolis Investment Management
Missouri
$208K
KF
386
Krilogy Financial
Missouri
$208K -$18.5K -739 -8%
IAS
387
Integrity Advisory Solutions
Texas
$208K -$51.2K -2,043 -20%
NHC
388
Nicholas Hoffman & Company
Georgia
$208K +$209K +8,336 New
LOWM
389
Laurel Oak Wealth Management
New Jersey
$206K +$50 +2 +0%
FPWM
390
FSB Premier Wealth Management
Iowa
$204K -$1.48K -59 -0.7%
AWA
391
Arkadios Wealth Advisors
Georgia
$203K -$7.17K -286 -3%
G
392
GenTrust
Florida
$203K
GSF
393
Grove Street Fiduciary
New Hampshire
$201K
JE
394
Jacobs Equity
Utah
$201K +$202K +8,079 New
GM
395
GeoWealth Management
Illinois
$200K +$160K +6,373 +389%
OSAM
396
O'Shaughnessy Asset Management
Connecticut
$199K -$4.66K -186 -2%
HNB
397
Huntington National Bank
Ohio
$188K
GSEP
398
Golden State Equity Partners
California
$177K +$178K +7,090 New
MCM
399
MAI Capital Management
Ohio
$163K -$29.5K -1,177 -15%
CJ
400
Caitlin John
Michigan
$155K