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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$9.66M +$533K +21,382 +6%
HGWM
52
Harvest Group Wealth Management
Massachusetts
$8.56M +$1.63M +65,418 +24%
CA
53
Cetera Advisors
Colorado
$8.3M +$823K +33,008 +11%
AFG
54
Altiora Financial Group
Ohio
$8.03M +$522K +20,950 +7%
SP
55
SWS Partners
Ohio
$7.97M -$102K -4,092 -1%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$7.75M +$302K +12,118 +4%
MBFW
57
Morton Brown Family Wealth
Pennsylvania
$7.68M +$743K +29,794 +11%
YAL
58
Your Advocates Ltd
Texas
$7.33M -$28.9M -1,158,736 -80%
DC
59
Davenport & Co
Virginia
$7.21M +$402K +16,136 +6%
FTUS
60
Flow Traders U.S.
New York
$6.49M +$5.52M +221,396 +613%
MM
61
Meridian Management
Arkansas
$6.26M +$881K +35,346 +17%
ML
62
McAdam LLC
Pennsylvania
$6.24M -$3.07M -123,008 -33%
SFO
63
Stokes Family Office
Louisiana
$6.16M +$6.09M +244,366 New
LWM
64
Liberty Wealth Management
California
$5.99M +$5.98M +239,948 New
Wells Fargo
65
Wells Fargo
California
$5.8M -$6.5M -260,788 -53%
OPWM
66
Oakwell Private Wealth Management
Texas
$5.6M +$69.3K +2,780 +1%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$5.59M +$309K +12,394 +6%
AA
68
Advisory Alpha
Michigan
$5.17M +$455K +18,254 +10%
KFS
69
Kaizen Financial Strategies
California
$4.83M +$1.56M +62,724 +49%
OCG
70
Opus Capital Group
Ohio
$4.36M +$3.46M +138,996 +412%
PCM
71
Passive Capital Management
Maryland
$4.35M -$124K -4,972 -3%
HI
72
Hendershot Investments
Virginia
$4.28M +$210K +8,434 +5%
SWM
73
SeaCrest Wealth Management
New York
$4.23M -$17.9K -718 -0.4%
IA
74
Inspire Advisors
Idaho
$4.13M +$161K +6,460 +4%
SWM
75
Spire Wealth Management
Virginia
$4.12M +$2.33M +93,578 +134%