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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
SignalPoint Asset Management
Missouri
$2.61M +$595K +21,044 +31%
ONST
77
Old North State Trust
North Carolina
$2.54M +$187K +6,604 +8%
RF
78
RHS Financial
California
$2.48M +$807K +28,572 +51%
MAM
79
Madison Asset Management
Wisconsin
$2.46M -$28.7M -1,015,374 -92%
TW
80
TrinityPoint Wealth
Connecticut
$2.44M +$316K +11,172 +16%
DBRC
81
D.B. Root & Company
Pennsylvania
$2.43M +$5.42K +192 +0.2%
VA
82
Valmark Advisers
Ohio
$2.42M +$1.87M +66,048 +409%
AHSSHC
83
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.42M +$2.32M +82,186 New
CWP
84
Capital Wealth Planning
Florida
$2.41M +$1.38M +48,790 +146%
ISWM
85
Independent Solutions Wealth Management
New York
$2.39M -$234K -8,292 -9%
WWM
86
WT Wealth Management
Arizona
$2.2M +$12K +424 +0.6%
TCM
87
Tran Capital Management
California
$2.15M -$227K -8,052 -10%
Osaic Holdings
88
Osaic Holdings
Arizona
$2.1M +$33.3M +1,179,680 New
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$2.09M -$3.77M -133,426 -65%
PAG
90
Pinnacle Advisory Group
Maryland
$2.08M -$23K -814 -1%
WA
91
Waverly Advisors
Alabama
$1.96M +$27.9K +986 +2%
CCA
92
Cobblestone Capital Advisors
New York
$1.95M -$328K -11,598 -15%
WCM
93
Washburn Capital Management
Florida
$1.84M +$1.77M +62,518 New
WCM
94
Wealthcare Capital Management
Virginia
$1.81M -$168K -5,930 -9%
CIAS
95
Capital Investment Advisory Services
North Carolina
$1.76M +$676K +23,928 +66%
OAM
96
Optimal Asset Management
California
$1.64M +$450K +15,928 +40%
OCG
97
Opus Capital Group
Ohio
$1.61M +$1.55M +54,888 New
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$1.57M +$226K +8,000 +18%
SF
99
Synovus Financial
Georgia
$1.55M +$744K +26,350 +100%
MA
100
MCF Advisors
Kentucky
$1.53M -$17.1K -604 -1%