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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
Optimum Investment Advisors
Illinois
$388K -$27.1K -1,000 -7%
PAG
27
Pinnacle Advisory Group
Maryland
$379K -$127K -4,680 -25%
VFS
28
VSR Financial Services
Kansas
$315K +$34.9K +1,288 +13%
IFS
29
Ifrah Financial Services
Arkansas
$278K +$433 +16 +0.2%
CMP
30
Courage Miller Partners
Virginia
$252K +$251K +9,280 New
OC
31
Oarsman Capital
Wisconsin
$250K +$28.6K +1,058 +13%
UCFA
32
United Capital Financial Advisors
Texas
$209K -$46.1K -1,702 -18%
Morgan Stanley
33
Morgan Stanley
New York
$100K +$99.5K +3,676 New
WCM
34
Wealthcare Capital Management
Virginia
$66K
PAI
35
Pittenger & Anderson Inc
Nebraska
$63K +$8.12K +300 +15%
BC
36
Bartlett & Co
Ohio
$49K
WTB
37
Washington Trust Bank
Washington
$43K
CCS
38
Crosspoint Capital Strategies
California
$26K +$25.7K +950 New
AIG
39
American International Group
New York
$25K
S
40
SignatureFD
Georgia
$25K
CDIA
41
Capital Directions Investment Advisors
Georgia
$14K
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$12K
LWM
43
LBA Wealth Management
Florida
$11K +$10.5K +388 New
FANJ
44
Financial Architects (New Jersey)
New Jersey
$8K
PIA
45
Peachtree Investment Advisors
Georgia
$7K
TFA
46
Transamerica Financial Advisors
Florida
$1K -$5.04K -186 -99%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
-$271K -10,128 Closed
F
48
FutureAdvisor
California
-$263K -9,910 Closed
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
-$255K -9,514 Closed
PFG
50
Piershale Financial Group
Illinois
-$231K -8,518 -100%