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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
76
Successful Portfolios
Florida
$901K -$315K -12,146 -26%
WP
77
WealthSource Partners
California
$865K +$33.2K +1,278 +4%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$847K +$18K +694 +2%
FI
79
FormulaFolio Investments
Michigan
$814K
HI
80
Human Investing
Oregon
$779K +$764K +29,430 New
AIP
81
Almanack Investment Partners
Pennsylvania
$774K +$759K +29,236 New
SFS
82
Sowell Financial Services
Arkansas
$759K +$744K +28,658 New
OCG
83
Opus Capital Group
Ohio
$743K +$432K +16,660 +146%
REMPR
84
Roof Eidam Maycock Peralta (REMP)
California
$728K -$1.26M -48,654 -64%
SF
85
Synovus Financial
Georgia
$679K
MCM
86
Mainstay Capital Management
Michigan
$671K -$37.2K -1,432 -5%
CHP
87
Cable Hill Partners
Oregon
$669K +$655K +25,254 New
AMG
88
Asset Management Group
Connecticut
$637K -$10.6K -408 -2%
MPWT
89
MassMutual Private Wealth & Trust
Connecticut
$605K +$593K +22,850 New
NCM
90
Northwest Capital Management
Oregon
$583K +$571K +22,008 New
SBA
91
Secrest Blakey & Associates
North Carolina
$549K -$2.96K -114 -0.5%
IA
92
IFP Advisors
Florida
$514K -$17K -656 -3%
AWA
93
Arete Wealth Advisors
Illinois
$512K +$502K +19,344 New
LYV
94
Live Your Vision
Pennsylvania
$478K +$105K +4,042 +29%
VA
95
Valmark Advisers
Ohio
$429K +$3.11K +120 +0.7%
SBH
96
Segall Bryant & Hamill
Illinois
$425K
Morgan Stanley
97
Morgan Stanley
New York
$420K +$10.6K +408 +3%
JFG
98
JMG Financial Group
Illinois
$403K +$55.4K +2,136 +16%
IWM
99
IHT Wealth Management
Illinois
$387K +$29.8K +1,148 +9%
FWP
100
FAS Wealth Partners
Kansas
$376K -$214K -8,228 -37%