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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
451
Financial Management Professionals
Texas
$2.76K – – –
WANY
452
Wealthspire Advisors (New York)
New York
$2.69K +$2.67K +107 New
VA
453
Vestwell Advisors
New York
$2.35K – – –
VEA
454
Virtus ETF Advisers
New York
$2.19K -$12.5K -500 -85%
BAM
455
Bellevue Asset Management
Washington
$2.16K – – –
RP
456
Rice Partnership
Hawaii
$2.01K +$2K +80 New
PC
457
Promus Capital
Illinois
$2.01K – – –
HFS
458
Hantz Financial Services
Michigan
$2K +$1.9K +76 New
HWP
459
Highline Wealth Partners
California
$1.91K – – –
S
460
SignatureFD
Georgia
$1.91K +$1.9K +76 New
RFP
461
Root Financial Partners
California
$1.89K +$1.87K +75 New
TRCT
462
Tower Research Capital (TRC)
New York
$1.68K -$1.5K -60 -47%
MFC
463
Morris Financial Concepts
South Carolina
$1.46K – – –
SL
464
Salomon & Ludwin
Virginia
$1.25K – – –
KG
465
Kilter Group
New York
$1.18K +$100 +4 +9%
BA
466
Ballast Advisors
Minnesota
$1.16K – – –
FGAM
467
Financial Gravity Asset Management
Texas
$779 +$775 +31 New
TAM
468
Tucker Asset Management
Colorado
$754 – – –
CFS
469
Compass Financial Services
Iowa
$628 +$625 +25 New
FWP
470
FAS Wealth Partners
Kansas
$508 – – –
SC
471
Solstein Capital
California
$452 – – –
SJIM
472
St. Johns Investment Management
Florida
$251 +$250 +10 New
WWMSC
473
Wagner Wealth Management (South Carolina)
South Carolina
$156 – – –
MFA
474
Morling Financial Advisors
California
$15 +$25 +1 New
ACM
475
AlphaStar Capital Management
North Carolina
– -$21.4M -855,968 Closed
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