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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
76
ProVise Management Group
Florida
$3.08M +$1.03M +35,940 +49%
IFS
77
Ifrah Financial Services
Arkansas
$3.04M +$50.6K +1,764 +2%
FWP
78
FAS Wealth Partners
Kansas
$2.91M +$156K +5,448 +6%
AFP
79
Ausdal Financial Partners
Iowa
$2.82M +$880K +30,668 +44%
JAG
80
Journey Advisory Group
Kentucky
$2.81M -$83.6K -2,914 -3%
MML Investors Services
81
MML Investors Services
Massachusetts
$2.73M +$499K +17,402 +22%
ISWM
82
Independent Solutions Wealth Management
New York
$2.71M +$520K +18,134 +23%
OAM
83
Optimal Asset Management
California
$2.63M -$101K -3,532 -4%
CA
84
Cambridge Associates
Massachusetts
$2.62M +$288K +10,028 +12%
HI
85
Hendershot Investments
Virginia
$2.61M +$490K +17,074 +23%
CST
86
Charles Schwab Trust
Nevada
$2.61M -$421K -14,666 -14%
PAG
87
Pinnacle Advisory Group
Maryland
$2.48M +$282K +9,840 +13%
SIC
88
Salem Investment Counselors
North Carolina
$2.44M +$326K +11,380 +15%
CFD
89
Creative Financial Designs
Indiana
$2.36M +$230K +8,014 +11%
SWA
90
SFMG Wealth Advisors
Texas
$2.23M -$1.4M -48,668 -38%
DC
91
Davenport & Co
Virginia
$2.07M +$2.1M +73,290 New
VA
92
Valmark Advisers
Ohio
$1.98M -$272K -9,484 -12%
WA
93
Waverly Advisors
Alabama
$1.94M -$129K -4,490 -6%
BI
94
Berkeley Inc
Idaho
$1.84M +$11.9K +414 +0.6%
RW
95
Rede Wealth
Virginia
$1.83M -$112K -3,912 -6%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$1.76M -$127K -4,416 -7%
JWS
97
Juncture Wealth Strategies
Arizona
$1.69M -$963K -33,578 -36%
WCM
98
Wealthcare Capital Management
Virginia
$1.67M
SAM
99
SignalPoint Asset Management
Missouri
$1.65M -$453K -15,800 -21%
HB
100
Homrich & Berg
Georgia
$1.63M -$130K -4,516 -7%