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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
51
Morton Brown Family Wealth
Pennsylvania
$9.95M +$666K +27,492 +7%
ML
52
McAdam LLC
Pennsylvania
$9.85M +$665K +27,466 +7%
SP
53
SWS Partners
Ohio
$9.81M -$119K -4,916 -1%
Mariner
54
Mariner
Kansas
$9.71M +$429K +17,726 +5%
Wells Fargo
55
Wells Fargo
California
$9.68M -$996K -41,136 -9%
FCI
56
Financial Counselors Inc
Kansas
$9.53M +$7.81M +322,776 +475%
LSAG
57
Lake Street Advisors Group
New Hampshire
$9.49M -$6.39M -264,090 -40%
KWM
58
Kingsview Wealth Management
Oregon
$8.53M -$129K -5,348 -2%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$8.37M +$2.12M +87,536 +34%
SPA
60
Sentinel Pension Advisors
Massachusetts
$8.29M +$1.32M +54,722 +19%
TVAMP
61
Tennessee Valley Asset Management Partners
Tennessee
$8.23M +$7.19M +296,824 +728%
VA
62
Vident Advisory
Georgia
$8.08M +$8.02M +331,390 New
ATI
63
Act Two Investors
California
$8.05M +$7.99M +330,152 New
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$7.61M -$812K -33,540 -10%
OPWM
65
Oakwell Private Wealth Management
Texas
$7.55M +$715K +29,514 +11%
FA
66
Fiduciary Alliance
South Carolina
$7.38M +$1.63M +67,350 +28%
DC
67
Darrow Company
Massachusetts
$7.16M +$390K +16,118 +6%
FFN
68
Focus Financial Network
Minnesota
$6.9M +$337K +13,926 +5%
EWA
69
Exencial Wealth Advisors
Oklahoma
$6.78M +$822K +33,960 +14%
MPWT
70
MassMutual Private Wealth & Trust
Connecticut
$6.75M +$5.26M +217,360 +366%
SWP
71
SIMA Wealth Partners
Virginia
$6.48M +$6.43M +265,668 New
EF
72
Empowered Funds
Pennsylvania
$6.3M +$873K +36,060 +16%
LW
73
Libra Wealth
California
$6.06M -$52.7K -2,176 -0.9%
ODA
74
One Degree Advisors
California
$6.04M -$364K -15,042 -6%
CW
75
CreativeOne Wealth
Kansas
$5.63M -$594K -24,536 -10%