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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
76
Buckingham Strategic Wealth
Missouri
$4.93M +$90.1K +3,666 +2%
AG
77
Advocate Group
Minnesota
$4.92M +$1.28M +52,148 +35%
M
78
MYeCFO
California
$4.66M +$126K +5,116 +3%
CKAIS
79
Christensen King & Associates Investment Services
Washington
$4.59M +$59.6K +2,426 +1%
HWMC
80
Heritage Wealth Management (California)
California
$4.36M +$315K +12,820 +8%
WCFA
81
Walkner Condon Financial Advisors
Wisconsin
$4.2M +$654K +26,612 +18%
BFEC
82
Benjamin F. Edwards & Company
Missouri
$4.18M -$907K -36,914 -18%
GG
83
GenWealth Group
New Jersey
$4.15M +$577K +23,466 +16%
MA
84
Modus Advisors
Minnesota
$3.93M +$340K +13,850 +9%
PCM
85
Passive Capital Management
Maryland
$3.87M -$91.3K -3,712 -2%
VA
86
Valmark Advisers
Ohio
$3.85M +$33.5K +1,364 +0.9%
HP
87
Hilltop Partners
Indiana
$3.8M +$206K +8,372 +6%
RWM
88
RKL Wealth Management
Pennsylvania
$3.51M +$39.2K +1,596 +1%
UBS Group
89
UBS Group
Switzerland
$3.5M -$434K -17,644 -11%
KAS
90
Kestra Advisory Services
Texas
$3.44M -$3.11M -126,568 -47%
SWA
91
Stratos Wealth Advisors
Ohio
$3.43M +$804K +32,708 +30%
ULWM
92
Upper Left Wealth Management
Florida
$3.41M -$974K -39,604 -22%
Osaic Holdings
93
Osaic Holdings
Arizona
$3.35M -$24.5M -997,142 -88%
SWM
94
Spire Wealth Management
Virginia
$3.32M +$26.6K +1,084 +0.8%
PFG
95
PAX Financial Group
Texas
$3.32M -$446K -18,150 -12%
WIP
96
WealthCare Investment Partners
Rhode Island
$3.27M +$279K +11,338 +9%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$3.24M +$554K +22,528 +21%
MML Investors Services
98
MML Investors Services
Massachusetts
$3.23M -$487K -19,830 -13%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$3.21M -$46K -1,870 -1%
HighTower Advisors
100
HighTower Advisors
Illinois
$3.2M +$134K +5,444 +4%