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Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
476
JPL Wealth Management
Colorado
$4.06K +$4.08K +163 New
WTC
477
WhitTier Trust Company
Nevada
$3.92K – – –
RIL
478
Rothschild Investment LLC
Illinois
$3.74K – – –
KFA
479
Kelleher Financial Advisors
New York
$3.7K +$3.71K +148 New
MSG
480
Main Street Group
Virginia
$3.61K +$3.63K +145 New
BWL
481
Bogart Wealth LLC
Virginia
$3.56K – – –
CCMI
482
Creative Capital Management Investments
California
$3.49K +$3.51K +140 New
MEG
483
Millstone Evans Group
Colorado
$3.39K – – –
MWA
484
Medallion Wealth Advisors
Connecticut
$3.01K – – –
AAG
485
Armstrong Advisory Group
Massachusetts
$2.99K -$27.3K -1,091 -90%
AC
486
AlphaCore Capital
California
$2.99K – – –
BLC
487
Brown, Lisle/Cummings
Rhode Island
$2.89K – – –
FMP
488
Financial Management Professionals
Texas
$2.74K – – –
KFI
489
Key Financial Inc
Pennsylvania
$2.44K -$35K -1,398 -93%
BAM
490
Bellevue Asset Management
Washington
$2.14K – – –
WAG
491
Wiser Advisor Group
Arizona
$2.14K -$1.43K -57 -40%
KFG
492
Kingdom Financial Group
Arizona
$2K +$2K +80 New
LAS
493
Lloyd Advisory Services
Georgia
$2K +$2K +80 New
MFC
494
Morris Financial Concepts
South Carolina
$1.45K – – –
PWA
495
Portus Wealth Advisors
North Carolina
$1.42K +$1.43K +57 New
LWM
496
Lodestone Wealth Management
Washington
$1.4K – – –
SL
497
Salomon & Ludwin
Virginia
$1.24K – – –
KG
498
Kilter Group
New York
$1.17K – – –
GWS
499
Glassman Wealth Services
Virginia
$897 +$902 +36 New
TAM
500
Tucker Asset Management
Colorado
$847 +$100 +4 +13%
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