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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
WT Wealth Management
Arizona
$6.18M +$844K +29,490 +16%
KAS
52
Kestra Advisory Services
Texas
$6.02M +$5.75M +201,162 +1,817%
SWM
53
Spire Wealth Management
Virginia
$6.01M +$106K +3,722 +2%
PWM
54
Perigon Wealth Management
California
$5.86M +$343K +11,978 +6%
PMG
55
ProVise Management Group
Florida
$5.68M +$1.41M +49,216 +33%
MFGM
56
Marshall Financial Group (Maryland)
Maryland
$5.56M +$728K +25,444 +15%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$5.33M +$134K +4,684 +3%
BIA
58
Bell Investment Advisors
California
$5.13M +$5.18M +181,012 New
CCA
59
Cobblestone Capital Advisors
New York
$5.03M -$230K -8,056 -4%
LPL Financial
60
LPL Financial
California
$4.84M +$685K +23,944 +16%
RWM
61
RKL Wealth Management
Pennsylvania
$4.74M -$160K -5,592 -3%
FIM
62
Freedom Investment Management
Connecticut
$4.57M +$83.6K +2,922 +2%
WAM
63
WNY Asset Management
New York
$4.43M -$237K -8,284 -5%
DI
64
Diligent Investors
California
$4.38M
WCFA
65
Walkner Condon Financial Advisors
Wisconsin
$4.32M +$208K +7,282 +5%
AWM
66
AE Wealth Management
Kansas
$3.92M -$7.57M -264,786 -66%
FNT
67
First National Trust
Pennsylvania
$3.84M -$978K -34,202 -20%
SWM
68
SeaCrest Wealth Management
New York
$3.76M -$181K -6,318 -5%
Osaic Holdings
69
Osaic Holdings
Arizona
$3.58M +$424K +14,830 +13%
CA
70
Cambridge Associates
Massachusetts
$3.55M +$224K +7,820 +7%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$3.51M +$63.5K +2,220 +2%
RF
72
RHS Financial
California
$3.48M +$620K +21,688 +21%
UBS Group
73
UBS Group
Switzerland
$3.42M +$146K +5,118 +4%
AA
74
Advisory Alpha
Michigan
$3.36M +$1.52M +53,116 +81%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$3.33M -$452K -15,812 -12%