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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Optimal Asset Management
California
$1.09M +$1.1M +39,826 New
ATI
102
Act Two Investors
California
$1.06M -$5.53K -200 -0.5%
AG
103
Advisor Group
Arizona
$1.06M +$329K +11,906 +45%
KF
104
Krilogy Financial
Missouri
$1.02M -$4.31M -155,796 -81%
CIAS
105
Capital Investment Advisory Services
North Carolina
$992K +$664K +24,026 +199%
VCP
106
Vista Capital Partners
Oregon
$985K -$66.8K -2,416 -6%
MPWT
107
MassMutual Private Wealth & Trust
Connecticut
$977K +$49.7K +1,800 +5%
FA
108
Fagan Associates
New York
$975K -$13.7K -496 -1%
SA
109
Strategic Advisors
New York
$968K +$84.6K +3,062 +10%
ASN
110
Advisory Services Network
Georgia
$961K +$534K +19,334 +124%
VCM
111
Vision Capital Management
Oregon
$939K +$207K +7,486 +28%
CWP
112
Capital Wealth Planning
Florida
$915K +$53.1K +1,920 +6%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$885K -$9.06K -328 -1%
SLWS
114
Swaine & Leidel Wealth Services
Florida
$878K -$21.7K -786 -2%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$818K -$58.5M -2,115,184 -99%
AA
116
Alesco Advisors
New York
$769K +$774K +28,000 New
PP
117
PrairieView Partners
Minnesota
$753K -$459K -16,624 -38%
DPI
118
Diversified Portfolios Inc
Michigan
$739K +$27.4K +990 +4%
SF
119
Synovus Financial
Georgia
$725K +$24K +870 +3%
MCM
120
Mainstay Capital Management
Michigan
$705K +$1.77K +64 +0.3%
VWA
121
V Wealth Advisors
Kansas
$703K
AMG
122
Asset Management Group
Connecticut
$660K +$4.59K +166 +0.7%
Morgan Stanley
123
Morgan Stanley
New York
$650K -$894K -32,356 -58%
TCM
124
Twele Capital Management
Minnesota
$646K +$174K +6,314 +37%
JFG
125
JMG Financial Group
Illinois
$640K