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Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
501
Physician Wealth Advisors
Utah
$823 +$827 +33 New
RFP
502
Root Financial Partners
California
$573 -$175 -7 -23%
FWP
503
FAS Wealth Partners
Kansas
$513 +$25 +1 +5%
SS
504
Sunbelt Securities
Texas
$450 +$451 +18 New
SC
505
Solstein Capital
California
$448 – – –
GWM
506
GSB Wealth Management
Connecticut
$277 +$276 +11 New
SJIM
507
St. Johns Investment Management
Florida
$249 – – –
PWAM
508
Private Wealth Asset Management
Iowa
$249 +$251 +10 New
BFO
509
Biltmore Family Office
North Carolina
$199 +$201 +8 New
WWMSC
510
Wagner Wealth Management (South Carolina)
South Carolina
$158 – – –
SRCM
511
Signature Resources Capital Management
California
$125 +$125 +5 New
MFP
512
Meramec Financial Planners
Missouri
$66 +$75 +3 New
AWM
513
Activest Wealth Management
Florida
$25 +$25 +1 New
MFA
514
Morling Financial Advisors
California
$15 – – –
A
515
AlphaQuest
New York
– -$48.2M -1,921,346 Closed
BFG
516
Bouchey Financial Group
New York
– -$35.5M -1,416,984 Closed
DAS
517
Diversify Advisory Services
Utah
– -$5.27M -210,601 Closed
BNP Paribas Financial Markets
518
BNP Paribas Financial Markets
France
– -$4.26M -170,000 Closed
TRCT
519
Tower Research Capital (TRC)
New York
– -$3.56M -141,759 Closed
EG
520
Enstar Group
Bermuda
– -$2.09M -83,500 Closed
GS
521
GTS Securities
Florida
– -$1.87M -74,725 Closed
VVP
522
Venture Visionary Partners
Ohio
– -$1.16M -46,443 Closed
Goldman Sachs
523
Goldman Sachs
New York
– -$586K -23,384 Closed
IIM
524
IFC & Insurance Marketing
California
– -$479K -19,081 Closed
LNWTC
525
Laird Norton Wetherby Trust Company
Washington
– -$392K -15,618 Closed