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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GP
51
Greenline Partners
New York
$13.6M -$2.8M -113,698 -17%
AA
52
Advisory Alpha
Michigan
$12.8M +$915K +37,176 +8%
GG
53
GenWealth Group
New Jersey
$12.6M +$7.58M +308,038 +147%
PPH
54
Pure Portfolios Holdings
Oregon
$12.4M +$765K +31,092 +6%
SWA
55
Stratos Wealth Advisors
Ohio
$11.7M +$69.6K +2,830 +0.6%
SP
56
SWS Partners
Ohio
$11.4M +$1.8M +73,176 +18%
MBFW
57
Morton Brown Family Wealth
Pennsylvania
$11.2M +$617K +25,073 +6%
Franklin Resources
58
Franklin Resources
California
$10.7M +$174K +7,063 +2%
Wells Fargo
59
Wells Fargo
California
$10.6M +$678K +27,567 +7%
SPA
60
Sentinel Pension Advisors
Massachusetts
$9.61M +$277K +11,266 +3%
FA
61
Fiduciary Alliance
South Carolina
$9.5M +$1.13M +45,949 +13%
HPA
62
High Probability Advisors
New York
$9.28M -$6.12M -248,668 -39%
Mariner
63
Mariner
Kansas
$9.18M -$915K -37,191 -9%
WCFA
64
Walkner Condon Financial Advisors
Wisconsin
$8.87M +$3.64M +148,043 +68%
EWA
65
Exencial Wealth Advisors
Oklahoma
$8.77M +$1.3M +52,984 +17%
ML
66
McAdam LLC
Pennsylvania
$8.74M +$491K +19,936 +6%
ATI
67
Act Two Investors
California
$8.73M +$175K +7,132 +2%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$8.65M -$53.3M -2,164,238 -86%
WWM
69
WT Wealth Management
Arizona
$8.6M -$9.46M -384,308 -52%
SWP
70
SIMA Wealth Partners
Virginia
$8.29M +$1.07M +43,310 +15%
TVAMP
71
Tennessee Valley Asset Management Partners
Tennessee
$8.22M -$6.73M -273,550 -45%
DC
72
Darrow Company
Massachusetts
$8.07M +$573K +23,278 +8%
LSAG
73
Lake Street Advisors Group
New Hampshire
$7.97M -$2.69M -109,271 -25%
Financial Engines Advisors
74
Financial Engines Advisors
California
$7.95M +$6.04M +245,328 +299%
SF
75
Summit Financial
New Jersey
$7.93M +$540K +21,945 +7%