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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
76
Oakwell Private Wealth Management
Texas
$6.07M +$429K +17,738 +8%
LA
77
LexAurum Advisors
Kansas
$6.01M +$209K +8,658 +4%
AA
78
Advisory Alpha
Michigan
$5.59M -$150K -6,198 -3%
ISWM
79
Independent Solutions Wealth Management
New York
$5.32M +$135K +5,602 +3%
Truist Financial
80
Truist Financial
North Carolina
$5.26M -$9.57K -396 -0.2%
BFEC
81
Benjamin F. Edwards & Company
Missouri
$5.16M +$2.9M +120,002 +137%
BSW
82
Buckingham Strategic Wealth
Missouri
$4.91M +$1.01M +42,010 +27%
PAG
83
Private Advisor Group
New Jersey
$4.86M +$838K +34,704 +22%
EWA
84
Exencial Wealth Advisors
Oklahoma
$4.82M +$4.42M +183,040 +1,682%
M
85
MYeCFO
California
$4.6M +$509K +21,082 +13%
CKAIS
86
Christensen King & Associates Investment Services
Washington
$4.59M +$4.46M +184,576 New
FFN
87
Focus Financial Network
Minnesota
$4.59M +$2.87M +118,956 +181%
ULWM
88
Upper Left Wealth Management
Florida
$4.44M -$2.04M -84,460 -32%
DC
89
Darrow Company
Massachusetts
$4.37M +$4.24M +175,612 New
FA
90
Fiduciary Alliance
South Carolina
$4.29M +$4.16M +172,368 New
HWMC
91
Heritage Wealth Management (California)
California
$4.1M +$3.98M +164,844 New
HI
92
Hendershot Investments
Virginia
$4.08M -$250K -10,332 -6%
BEI
93
Benjamin Edwards Inc
Missouri
$4.02M -$84.9K -3,512 -2%
PCM
94
Passive Capital Management
Maryland
$4.02M -$38.9K -1,610 -1%
UBS Group
95
UBS Group
Switzerland
$3.99M -$2.13M -88,008 -35%
AC
96
Asio Capital
Kentucky
$3.91M -$13K -540 -0.3%
VA
97
Valmark Advisers
Ohio
$3.87M +$666K +27,566 +22%
PFG
98
PAX Financial Group
Texas
$3.77M -$619K -25,606 -14%
MML Investors Services
99
MML Investors Services
Massachusetts
$3.76M +$73.4K +3,036 +2%
AG
100
Advocate Group
Minnesota
$3.7M +$2.23M +92,322 +164%