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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$3M +$481K +16,504 +19%
JAG
77
Journey Advisory Group
Kentucky
$2.98M +$2.98M +102,378 New
FWP
78
FAS Wealth Partners
Kansas
$2.84M +$1.14M +39,244 +67%
OAM
79
Optimal Asset Management
California
$2.82M +$737K +25,302 +35%
PWM
80
Perigon Wealth Management
California
$2.8M +$1.59M +54,688 +132%
JWS
81
Juncture Wealth Strategies
Arizona
$2.71M -$270K -9,268 -9%
AHSSHC
82
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.7M +$89.5K +3,072 +3%
KAS
83
Kestra Advisory Services
Texas
$2.61M +$2.61M +89,592 +46,181%
CA
84
Cambridge Associates
Massachusetts
$2.41M +$1.19M +40,922 +98%
VA
85
Valmark Advisers
Ohio
$2.32M +$311K +10,662 +15%
MML Investors Services
86
MML Investors Services
Massachusetts
$2.31M +$541K +18,564 +30%
TA
87
TrueWealth Advisors
Alabama
$2.29M +$2.31M +79,274 New
PAG
88
Pinnacle Advisory Group
Maryland
$2.28M +$139K +4,754 +6%
ISWM
89
Independent Solutions Wealth Management
New York
$2.27M +$29.5K +1,012 +1%
HI
90
Hendershot Investments
Virginia
$2.2M +$445K +15,284 +25%
CFD
91
Creative Financial Designs
Indiana
$2.2M +$298K +10,234 +16%
SIC
92
Salem Investment Counselors
North Carolina
$2.19M +$551K +18,920 +34%
LWM
93
Laidlaw Wealth Management
New York
$2.18M +$2.18M +74,734 New
SAM
94
SignalPoint Asset Management
Missouri
$2.16M -$78.3K -2,688 -3%
PMG
95
ProVise Management Group
Florida
$2.13M +$1.1M +37,608 +106%
WA
96
Waverly Advisors
Alabama
$2.11M +$118K +4,046 +6%
WWM
97
WT Wealth Management
Arizona
$2.09M +$167K +5,748 +9%
AFP
98
Ausdal Financial Partners
Iowa
$2.02M +$377K +12,924 +23%
RW
99
Rede Wealth
Virginia
$2M +$2M +68,762 New
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$1.94M +$117K +4,024 +6%