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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
101
Patriot Investment Management Group
Tennessee
$1.42M -$45.6K -1,554 -3%
SPC
102
Sigma Planning Corp
Michigan
$1.42M +$1.42M +48,364 New
SFS
103
Sowell Financial Services
Arkansas
$1.29M +$28.9K +984 +2%
VA
104
Valmark Advisers
Ohio
$1.26M -$1.15M -39,152 -48%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$1.26M -$177K -6,042 -12%
VWA
106
V Wealth Advisors
Kansas
$1.24M +$273K +9,292 +28%
CIAS
107
Capital Investment Advisory Services
North Carolina
$1.23M -$529K -18,052 -30%
SP
108
Successful Portfolios
Florida
$1.23M -$125K -4,266 -9%
WIC
109
Whitegate Investment Counselors
New Hampshire
$1.22M -$5.87K -200 -0.5%
REMPR
110
Roof Eidam Maycock Peralta (REMP)
California
$1.17M -$19.2M -653,752 -94%
SLWS
111
Swaine & Leidel Wealth Services
Florida
$1.14M -$3.4K -116 -0.3%
ATI
112
Act Two Investors
California
$1.14M
RJFSA
113
Raymond James Financial Services Advisors
Florida
$1.13M +$165K +5,614 +17%
OIA
114
OneDigital Investment Advisors
Kansas
$1.09M -$248K -8,462 -19%
WWM
115
WT Wealth Management
Arizona
$1.03M -$1.16M -39,716 -53%
FA
116
Fagan Associates
New York
$996K -$4.28K -146 -0.4%
PAG
117
Private Advisor Group
New Jersey
$883K +$384K +13,084 +77%
RIM
118
Rockbridge Investment Management
New York
$836K +$834K +28,442 New
AA
119
Alesco Advisors
New York
$823K
DAS
120
Dynamic Advisor Solutions
Arizona
$802K +$801K +27,296 New
CA
121
Cambridge Associates
Massachusetts
$790K -$3.15M -107,240 -80%
DPI
122
Diversified Portfolios Inc
Michigan
$790K
SF
123
Synovus Financial
Georgia
$750K -$798K -27,220 -52%
SWM
124
SVA Wealth Management
Wisconsin
$747K -$771K -26,274 -51%
WP
125
WealthSource Partners
California
$722K -$646K -22,028 -47%