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Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
401
Millstone Evans Group
Colorado
$3.3K +$3.35K +136 New
VHAM
402
Van Hulzen Asset Management
California
$3.23K +$3.27K +133 New
EW
403
Element Wealth
Mississippi
$2.87K – – –
BLC
404
Brown, Lisle/Cummings
Rhode Island
$2.82K – – –
FGC
405
Financial Gravity Companies
Texas
$2.67K – – –
FMP
406
Financial Management Professionals
Texas
$2.67K +$49 +2 +2%
PCMC
407
Private Capital Management (Colorado)
Colorado
$2.53K – – –
GM
408
GeoWealth Management
Illinois
$2.48K – – –
KFI
409
Key Financial Inc
Pennsylvania
$2.38K – – –
RIL
410
Rothschild Investment LLC
Illinois
$2.33K – – –
BAM
411
Bellevue Asset Management
Washington
$2.09K – – –
WWMSC
412
Wagner Wealth Management (South Carolina)
South Carolina
$2.08K +$837 +34 +65%
PC
413
Promus Capital
Illinois
$1.94K +$1.97K +80 New
CA
414
Continuum Advisory
Idaho
$1.41K -$1.43K -58 -50%
MFC
415
Morris Financial Concepts
South Carolina
$1.41K – – –
SL
416
Salomon & Ludwin
Virginia
$1.22K +$1.23K +50 New
BA
417
Ballast Advisors
Minnesota
$1.12K +$1.13K +46 New
VCM
418
Versant Capital Management
Arizona
$888 +$25 +1 +3%
RWM
419
Rialto Wealth Management
New York
$729 +$738 +30 New
UCB
420
United Community Bank
South Carolina
$729 +$738 +30 New
SRCM
421
Signature Resources Capital Management
California
$704 -$714 -29 -50%
PA
422
Parallel Advisors
California
$680 +$689 +28 New
MWA
423
Medallion Wealth Advisors
Connecticut
$583 +$591 +24 New
CSC
424
Caldwell Sutter Capital
California
$534 – – –
FWP
425
FAS Wealth Partners
Kansas
$478 – – –
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