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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
126
Dynamic Advisor Solutions
Arizona
$905K +$199K +6,964 +28%
FA
127
Fagan Associates
New York
$868K -$8.81K -308 -1%
TCM
128
Twele Capital Management
Minnesota
$838K +$18.7K +652 +2%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$817K +$1.03K +36 +0.1%
SLWS
130
Swaine & Leidel Wealth Services
Florida
$808K +$816K +28,530 New
IWC
131
Integrated Wealth Concepts
Massachusetts
$801K +$13.8K +482 +2%
RIM
132
Rockbridge Investment Management
New York
$784K -$3.15K -110 -0.4%
ASN
133
Advisory Services Network
Georgia
$733K +$186K +6,500 +34%
APC
134
Asset Planning Corporation
Tennessee
$729K +$25.6K +894 +4%
SF
135
Synovus Financial
Georgia
$721K
Mariner
136
Mariner
Kansas
$682K +$688K +24,050 New
BFEC
137
Benjamin F. Edwards & Company
Missouri
$671K +$126K +4,400 +23%
EAM
138
Evanson Asset Management
California
$660K +$1.54K +54 +0.2%
BWM
139
Birchcreek Wealth Management
Ohio
$657K +$6.29K +220 +1%
AF
140
Allworth Financial
California
$640K +$645K +22,558 +187,983%
AIP
141
Almanack Investment Partners
Pennsylvania
$636K +$51.9K +1,814 +9%
PP
142
PrairieView Partners
Minnesota
$630K +$130K +4,550 +26%
VCP
143
Vista Capital Partners
Oregon
$582K -$51.5K -1,802 -8%
VCM
144
Vision Capital Management
Oregon
$570K -$22K -768 -4%
AMG
145
Asset Management Group
Connecticut
$562K -$27.8K -972 -5%
IWM
146
IHT Wealth Management
Illinois
$536K -$92.9K -3,248 -15%
PCWA
147
Pacific Capital Wealth Advisors
California
$513K +$122K +4,270 +31%
MFG
148
MidWestOne Financial Group
Iowa
$512K
JWM
149
JFG Wealth Management
Colorado
$506K +$120K +4,208 +31%
NCM
150
Northwest Capital Management
Oregon
$506K +$516K +18,036 New