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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFS
26
Ifrah Financial Services
Arkansas
$274K -$13.2K -492 -5%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$271K -$143K -5,338 -35%
F
28
FutureAdvisor
California
$263K +$265K +9,910 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$255K -$26.1K -976 -9%
UCFA
30
United Capital Financial Advisors
Texas
$253K
PFG
31
Piershale Financial Group
Illinois
$229K +$228K +8,530 New
OC
32
Oarsman Capital
Wisconsin
$218K +$217K +8,122 New
WCM
33
Wealthcare Capital Management
Virginia
$65K -$26.9K -1,006 -29%
PAI
34
Pittenger & Anderson Inc
Nebraska
$54K +$53.5K +2,000 New
Creative Planning
35
Creative Planning
Kansas
$49K +$40.4K +1,508 +474%
BC
36
Bartlett & Co
Ohio
$48K
MAS
37
Madden Advisory Services
Florida
$44K
WTB
38
Washington Trust Bank
Washington
$42K
AIG
39
American International Group
New York
$24.7K
S
40
SignatureFD
Georgia
$24K +$18.3K +684 +311%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$24K +$23.5K +878 New
NPC
42
National Planning Corporation
California
$20.1K +$19.9K +742 New
CDIA
43
Capital Directions Investment Advisors
Georgia
$14K
MA
44
MUFG Americas
New York
$14K
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$12K
FANJ
46
Financial Architects (New Jersey)
New Jersey
$8K
PIA
47
Peachtree Investment Advisors
Georgia
$6K
TFA
48
Transamerica Financial Advisors
Florida
$5K +$5.03K +188 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.05K +114 New
VIA
50
Vantage Investment Advisors
Pennsylvania
$1K