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Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
476
Vision Capital Management
Oregon
– -$406K -16,314 Closed
WIA
477
World Investment Advisors
California
– -$370K -14,872 Closed
P
478
&Partners
Tennessee
– -$314K -12,656 Closed
Fisher Asset Management
479
Fisher Asset Management
Washington
– -$301K -12,112 Closed
UCFA
480
United Capital Financial Advisors
Texas
– -$267K -10,739 Closed
ACM
481
Absolute Capital Management
Pennsylvania
– -$248K -9,984 Closed
BWP
482
Balboa Wealth Partners
Arizona
– -$240K -9,663 Closed
HWM
483
HB Wealth Management
Georgia
– -$236K -9,505 Closed
RF
484
RHS Financial
California
– -$224K -9,010 Closed
PWM
485
Purus Wealth Management
California
– -$221K -8,885 Closed
EWA
486
EP Wealth Advisors
California
– -$220K -8,846 Closed
XT
487
XTX Topco
Cayman Islands
– -$215K -8,645 Closed
IA
488
Integrity Alliance
Iowa
– -$205K -8,245 Closed
IAIM
489
International Assets Investment Management
Florida
– -$204K -8,207 Closed
CCM
490
Coldstream Capital Management
Washington
– -$194K -7,795 Closed
DJSG
491
D.J. St. Germain
Massachusetts
– -$131K -5,278 Closed
BFPW
492
BOK Financial Private Wealth
Colorado
– -$71.8K -2,890 Closed
CA
493
Continuum Advisory
Idaho
– -$46K -1,852 Closed
NP
494
NorthRock Partners
Minnesota
– -$42.7K -1,716 Closed
FHA
495
First Horizon Advisors
Tennessee
– -$40.1K -1,612 Closed
CPG
496
Cornerstone Planning Group
New Jersey
– -$17.2K -696 Closed
SWIM
497
Smallwood Wealth Investment Management
New Jersey
– -$16.9K -678 Closed
MG
498
Mather Group
Illinois
– -$11.7K -470 Closed
BWM
499
Bernard Wealth Management
Michigan
– -$7.06K -284 Closed
GWANC
500
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$6.76K -272 Closed