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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
51
Patten Group
Tennessee
$24.9K +$25K +928 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$22K +$21.9K +812 New
MWM
53
MinichMacGregor Wealth Management
New York
$18K +$18.3K +678 New
WOC
54
West Oak Capital
California
$16.1K
IA
55
IFP Advisors
Florida
$16K +$15.7K +580 New
CDIA
56
Capital Directions Investment Advisors
Georgia
$14K
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$13K
S
58
SignatureFD
Georgia
$6K
TRCT
59
Tower Research Capital (TRC)
New York
$5K +$5.4K +200 New
AIS
60
Accurate Investment Solutions
Pennsylvania
$4K +$4.05K +150 New
EWM
61
Evercore Wealth Management
New York
$3K +$2.59K +96 New
ASN
62
Advisory Services Network
Georgia
$3K +$3.29K +122 New
NMIS
63
Northwestern Mutual Investment Services
Wisconsin
$1K +$971 +36 New
SWA
64
SFMG Wealth Advisors
Texas
-$4.02M -147,502 Closed
PMG
65
ProVise Management Group
Florida
-$2.54M -93,170 Closed
ACM
66
Argentus Capital Management
Texas
-$671K -24,618 Closed
Jane Street
67
Jane Street
New York
-$638K -23,418 Closed
KF
68
Krilogy Financial
Missouri
-$525K -19,264 Closed
VKH
69
Virtu KCG Holdings
New York
-$456K -16,724 Closed
UCFA
70
United Capital Financial Advisors
Texas
-$359K -13,174 Closed
MAS
71
Madden Advisory Services
Florida
-$55K -2,020 Closed
WTB
72
Washington Trust Bank
Washington
-$43K -1,574 Closed
CCS
73
Crosspoint Capital Strategies
California
-$18K -650 Closed
BCM
74
Brookstone Capital Management
Illinois
-$4K -154 Closed
TFA
75
Transamerica Financial Advisors
Florida
-$1K -2 Closed