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Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
401
Pacific Financial Group
Washington
– -$272K -11,096 Closed
APC
402
Asset Planning Corporation
Tennessee
– -$228K -9,304 Closed
BWM
403
BCS Wealth Management
Tennessee
– -$219K -8,948 Closed
PCIA
404
Prime Capital Investment Advisors
Kansas
– -$216K -8,808 Closed
LTI
405
Laffer Tengler Investments
Tennessee
– -$67.2K -2,742 Closed
SIS
406
Sound Income Strategies
Florida
– -$37.5K -1,530 Closed
JWA
407
JFS Wealth Advisors
Pennsylvania
– -$24.5K -1,000 Closed
PMFA
408
Plante Moran Financial Advisors
Michigan
– -$15.4K -638 Closed
LF
409
LifeSteps Financial
California
– -$13.8K -562 Closed
BFS
410
Bare Financial Services
Pennsylvania
– -$13K -542 Closed
CSWM
411
Cassady Schiller Wealth Management
Ohio
– -$11.6K -472 Closed
CA
412
CoreCap Advisors
Michigan
– -$11.4K -464 Closed
IGWM
413
ICA Group Wealth Management
Colorado
– -$10.6K -432 Closed
POIA
414
Pin Oak Investment Advisors
Texas
– -$10K -400 Closed
RP
415
Rice Partnership
Hawaii
– -$3.92K -160 Closed
FPF
416
First Pacific Financial
Washington
– -$2.6K -106 Closed
HFS
417
Hantz Financial Services
Michigan
– -$1K -48 Closed
SVCP
418
Silicon Valley Capital Partners
California
– -$31 -2 Closed
EA
419
Evolution Advisers
Virginia
– +$339 +14 New