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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
401
Dorato Capital Management
Colorado
$144K – – –
IAIM
402
International Assets Investment Management
Florida
$143K +$1.63K +66 +1%
PWMG
403
Private Wealth Management Group
New Jersey
$140K – – –
SAM
404
Smartleaf Asset Management
Massachusetts
$139K – – –
AF
405
Advisornet Financial
Minnesota
$135K +$81.6K +3,301 +153%
APFP
406
Action Point Financial Planning
Michigan
$129K +$129K +5,219 New
HI
407
Harbour Investments
Wisconsin
$125K +$8.21K +332 +7%
WPA
408
West Paces Advisors
Georgia
$124K -$25.2K -1,020 -17%
RF
409
Rossby Financial
Florida
$123K +$42.3K +1,711 +52%
CCWM
410
Cassaday & Co Wealth Management
Virginia
$118K +$5.17K +209 +5%
SPIA
411
Steward Partners Investment Advisory
New York
$115K +$10.5K +423 +10%
ATS
412
Ashton Thomas Securities
New York
$115K -$21.6K -873 -16%
OSAM
413
O'Shaughnessy Asset Management
Connecticut
$114K -$82.9K -3,353 -42%
NA
414
Networth Advisors
Pennsylvania
$109K +$109K +4,400 New
AIC
415
Archer Investment Corporation
Indiana
$108K -$9.89K -400 -8%
AWM
416
AE Wealth Management
Kansas
$105K +$3.66K +148 +4%
CMBA
417
C.M. Bidwell & Associates
Hawaii
$97.2K – – –
JWM
418
JPL Wealth Management
Colorado
$92.5K +$88.7K +3,590 +2,202%
CIAS
419
Capital Investment Advisory Services
North Carolina
$91.5K – – –
BWM
420
Bullock Wealth Management
Indiana
$86.5K +$87.1K +3,525 New
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$77.4K -$11.1M -449,947 -99%
BIM
422
Breakwater Investment Management
Washington
$74.8K -$22.1K -894 -23%
PP
423
PFS Partners
New Jersey
$72.8K – – –
CBT
424
Crews Bank & Trust
Florida
$72.2K +$5.93K +240 +9%
RF
425
Robinswood Financial
Washington
$71.9K +$39.5K +1,598 +121%
15 16
17
18 19