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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Centric Wealth Management
Illinois
$7.85M +$299K +12,194 +4%
CWD
77
Clarity Wealth Development
Oregon
$7.77M +$891K +36,390 +13%
VA
78
Valmark Advisers
Ohio
$7.72M -$169K -6,897 -2%
VA
79
Vident Advisory
Georgia
$7.71M +$971K +39,673 +15%
AC
80
Attessa Capital
Arizona
$7.56M +$167K +6,810 +2%
PAG
81
Private Advisor Group
New Jersey
$7.36M +$1.39M +56,855 +24%
HCM
82
Hilton Capital Management
New York
$7.17M +$7.06M +288,331 New
BEI
83
Benjamin Edwards Inc
Missouri
$7.04M +$989K +40,387 +17%
WWM
84
WT Wealth Management
Arizona
$6.47M -$2.3M -93,754 -26%
CW
85
CreativeOne Wealth
Kansas
$6.42M +$190K +7,748 +3%
BSTWA
86
Blake Schutter Theil Wealth Advisors
Ohio
$6.42M +$1.15M +47,091 +22%
AG
87
Advocate Group
Minnesota
$6.4M +$224K +9,155 +4%
FWMP
88
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$6.36M +$521K +21,291 +9%
Mariner
89
Mariner
Kansas
$6.26M -$3.09M -126,024 -33%
Raymond James Financial
90
Raymond James Financial
Florida
$6.17M +$446K +18,209 +8%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$6.16M -$197K -8,033 -3%
HPG
92
Harvest Portfolios Group
Ontario, Canada
$6.05M +$515K +21,017 +9%
UBS Group
93
UBS Group
Switzerland
$6.03M +$906K +36,993 +18%
ISWM
94
Independent Solutions Wealth Management
New York
$5.65M +$222K +9,084 +4%
SCI
95
Stableford Capital II
Arizona
$5.61M +$6.83K +279 +0.1%
Focus Partners Wealth
96
Focus Partners Wealth
Massachusetts
$5.46M +$756K +30,883 +16%
CKAIS
97
Christensen King & Associates Investment Services
Washington
$5.31M +$150K +6,116 +3%
LW
98
Libra Wealth
California
$5.27M -$891K -36,377 -15%
CW
99
Code Waechter
Florida
$5.21M -$457K -18,679 -8%
KFS
100
Kelly Financial Services
Massachusetts
$5.13M +$1.03M +42,249 +26%