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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
126
Valmark Advisers
Ohio
$450K +$6.7K +242 +2%
SWA
127
SFMG Wealth Advisors
Texas
$438K
IAA
128
Independent Advisor Alliance
North Carolina
$434K +$437K +15,790 New
ASN
129
Advisory Services Network
Georgia
$430K
LCP
130
Legacy Capital Partners
Wisconsin
$417K +$121K +4,368 +41%
HI
131
Human Investing
Oregon
$412K +$24.8K +898 +6%
GVAG
132
Great Valley Advisor Group
Delaware
$410K +$99.2K +3,584 +31%
HI
133
Hudock Inc
Pennsylvania
$389K -$228K -8,226 -37%
FFN
134
Focus Financial Network
Minnesota
$386K +$82.2K +2,972 +27%
KM
135
Kalos Management
Georgia
$370K -$13.9K -504 -4%
VCM
136
Versant Capital Management
Arizona
$357K +$609 +22 +0.2%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$341K -$2.6M -93,966 -88%
CIAS
138
Capital Investment Advisory Services
North Carolina
$336K +$498 +18 +0.1%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$333K +$22.6K +816 +7%
9WM
140
9258 Wealth Management
Ohio
$331K +$330K +11,930 New
GG
141
GenWealth Group
New Jersey
$283K -$40.1K -1,448 -12%
CIC
142
Carnegie Investment Counsel
Ohio
$283K +$282K +10,176 New
SS
143
Simplicity Solutions
Minnesota
$279K +$278K +10,058 New
SBL
144
Sargent Bickham Lagudis
Colorado
$276K -$277 -10 -0.1%
CM
145
Columbus Macro
Pennsylvania
$276K
BAM
146
Barrett Asset Management
New York
$274K +$5.53K +200 +2%
A
147
AdvicePeriod
California
$271K -$84.7K -3,060 -24%
PAG
148
Private Advisor Group
New Jersey
$271K +$270K +9,744 New
SGCA
149
Steel Grove Capital Advisors
Tennessee
$269K
Millennium Management
150
Millennium Management
New York
$266K +$265K +9,584 New