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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCP
126
Vista Capital Partners
Oregon
$714K -$56.3K -1,918 -7%
AMG
127
Asset Management Group
Connecticut
$712K +$3.23K +110 +0.5%
TCM
128
Twele Capital Management
Minnesota
$698K +$67.9K +2,316 +11%
WOSD
129
WFA of San Diego
California
$685K +$683K +23,302 New
PP
130
PrairieView Partners
Minnesota
$681K -$83.2K -2,836 -11%
Creative Planning
131
Creative Planning
Kansas
$658K +$57K +1,942 +9%
MCM
132
Mainstay Capital Management
Michigan
$649K -$1.17K -40 -0.2%
CMP
133
Courage Miller Partners
Virginia
$643K
IWM
134
IHT Wealth Management
Illinois
$613K -$5.34K -182 -0.9%
LAIC
135
Lederer & Associates Investment Counsel
California
$603K +$25K +854 +4%
AFP
136
Ausdal Financial Partners
Iowa
$575K +$284K +9,694 +98%
ASN
137
Advisory Services Network
Georgia
$563K -$484K -16,498 -46%
VCM
138
Vision Capital Management
Oregon
$521K -$144K -4,920 -22%
SBH
139
Segall Bryant & Hamill
Illinois
$518K
COF
140
Capital One Financial
Virginia
$507K +$23.4K +798 +5%
JFG
141
JMG Financial Group
Illinois
$481K -$3.99K -136 -0.8%
SW
142
SteelPeak Wealth
California
$478K -$179K -6,106 -27%
EP
143
Eudaimonia Partners
Tennessee
$472K -$14.9K -508 -3%
IAA
144
Independent Advisor Alliance
North Carolina
$465K
APA
145
American Portfolios Advisors
New York
$456K +$413K +14,074 +973%
CIA
146
Compass Ion Advisors
Pennsylvania
$419K -$4.69K -160 -1%
TW
147
Towerpoint Wealth
California
$410K +$409K +13,960 New
GVAG
148
Great Valley Advisor Group
Delaware
$402K +$137K +4,686 +52%
Comerica Bank
149
Comerica Bank
Texas
$398K -$91.7K -3,128 -19%
CFA
150
Carroll Financial Associates
North Carolina
$397K +$287K +9,778 +262%