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Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCB
526
First County Bank
Connecticut
– -$327K -13,044 Closed
JWCA
527
J.W. Cole Advisors
Florida
– -$162K -11,843 Closed
AO
528
Advisor OS
Illinois
– -$273K -10,883 Closed
HWM
529
HB Wealth Management
Georgia
– -$272K -10,829 Closed
BIP
530
Blueprint Investment Partners
North Carolina
– -$265K -10,555 Closed
AGC
531
August Group Capital
– -$258K -10,273 Closed
OCA
532
OpenArc Corporate Advisory
Georgia
– -$242K -9,658 Closed
LA
533
Lifeworks Advisors
Michigan
– -$236K -9,392 Closed
RWM
534
RKL Wealth Management
Pennsylvania
– -$224K -8,924 Closed
TPA
535
Trivium Point Advisory
Connecticut
– -$223K -8,899 Closed
SAG
536
SageView Advisory Group
California
– -$86.2K -3,435 Closed
AA
537
Ancora Advisors
Ohio
– -$85.4K -3,404 Closed
W
538
WealthCollab
Washington
– -$79.1K -3,155 Closed
SWM
539
SHP Wealth Management
Massachusetts
– -$53.9K -2,148 Closed
FHA
540
Flagship Harbor Advisors
Massachusetts
– -$45.5K -1,815 Closed
TCM
541
Triumph Capital Management
Colorado
– -$34.4K -1,371 Closed
PFM
542
Phillips Financial Management
Indiana
– -$20.3K -809 Closed
SG
543
Sankala Group
Colorado
– -$10.5K -414 Closed
FF
544
Friedenthal Financial
New Jersey
– -$5.92K -236 Closed
CP
545
Camelot Portfolios
Ohio
– -$3.94K -157 Closed
HAP
546
Harbor Asset Planning
Massachusetts
– -$3.41K -136 Closed
QC
547
Quent Capital
New York
– -$2.16K -86 Closed
S
548
SignatureFD
Georgia
– -$1.91K -76 Closed
GWM
549
Greenline Wealth Management
Florida
– -$1.48K -59 Closed
AAP
550
Arax Advisory Partners
Colorado
– -$853 -34 Closed