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Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
451
Brown, Lisle/Cummings
Rhode Island
$2.92K – – –
FMP
452
Financial Management Professionals
Texas
$2.76K – – –
WANY
453
Wealthspire Advisors (New York)
New York
$2.69K +$2.67K +107 New
VA
454
Vestwell Advisors
New York
$2.35K – – –
VEA
455
Virtus ETF Advisers
New York
$2.19K -$12.5K -500 -85%
BAM
456
Bellevue Asset Management
Washington
$2.16K – – –
RP
457
Rice Partnership
Hawaii
$2.01K +$2K +80 New
PC
458
Promus Capital
Illinois
$2.01K – – –
HFS
459
Hantz Financial Services
Michigan
$2K +$1.9K +76 New
HWP
460
Highline Wealth Partners
California
$1.91K – – –
S
461
SignatureFD
Georgia
$1.91K +$1.9K +76 New
RFP
462
Root Financial Partners
California
$1.89K +$1.87K +75 New
TRCT
463
Tower Research Capital (TRC)
New York
$1.68K -$1.5K -60 -47%
MFC
464
Morris Financial Concepts
South Carolina
$1.46K – – –
SL
465
Salomon & Ludwin
Virginia
$1.25K – – –
KG
466
Kilter Group
New York
$1.18K +$100 +4 +9%
BA
467
Ballast Advisors
Minnesota
$1.16K – – –
FGAM
468
Financial Gravity Asset Management
Texas
$779 +$775 +31 New
TAM
469
Tucker Asset Management
Colorado
$754 – – –
CFS
470
Compass Financial Services
Iowa
$628 +$625 +25 New
FWP
471
FAS Wealth Partners
Kansas
$508 – – –
SC
472
Solstein Capital
California
$452 – – –
SJIM
473
St. Johns Investment Management
Florida
$251 +$250 +10 New
WWMSC
474
Wagner Wealth Management (South Carolina)
South Carolina
$156 – – –
MFA
475
Morling Financial Advisors
California
$15 +$25 +1 New
17 18
19
20 21