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Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
426
Financial Management Professionals
Texas
$2.73K – – –
RIL
427
Rothschild Investment LLC
Illinois
$2.63K +$245 +10 +10%
SC
428
SouthState Corp
Florida
$2.59K +$2.55K +104 New
WWMSC
429
Wagner Wealth Management (South Carolina)
South Carolina
$2.29K +$147 +6 +7%
BAM
430
Bellevue Asset Management
Washington
$2.14K – – –
PC
431
Promus Capital
Illinois
$1.99K – – –
KWM
432
Kiker Wealth Management
Georgia
$1.94K +$1.91K +78 New
MFC
433
Morris Financial Concepts
South Carolina
$1.44K – – –
SL
434
Salomon & Ludwin
Virginia
$1.24K – – –
BA
435
Ballast Advisors
Minnesota
$1.14K – – –
Simplex Trading
436
Simplex Trading
Illinois
$1K +$1.86K +76 New
RWM
437
Rialto Wealth Management
New York
$746 – – –
SRCM
438
Signature Resources Capital Management
California
$721 – – –
MWA
439
Medallion Wealth Advisors
Connecticut
$596 – – –
CSC
440
Caldwell Sutter Capital
California
$547 – – –
FWP
441
FAS Wealth Partners
Kansas
$493 – – –
LWMI
442
Legacy Wealth Management (Idaho)
Idaho
$349 +$343 +14 New
Allspring Global Investments
443
Allspring Global Investments
North Carolina
– -$29.2M -1,202,032 Closed
SIA
444
SeaBridge Investment Advisors
New Jersey
– -$27.2M -1,120,329 Closed
LA
445
LexAurum Advisors
Kansas
– -$5.08M -209,296 Closed
AC
446
Asio Capital
Kentucky
– -$4.37M -180,014 Closed
JSA
447
Jacobson & Schmitt Advisors
Wisconsin
– -$3.72M -152,971 Closed
OCG
448
Opus Capital Group
Ohio
– -$2.27M -93,326 Closed
TPW
449
Transatlantique Private Wealth
New York
– -$2.06M -84,843 Closed
Thrivent Financial for Lutherans
450
Thrivent Financial for Lutherans
Minnesota
– -$602K -24,803 Closed