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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Congress Wealth Management
Massachusetts
$1.62M -$109K -4,362 -6%
BCM
127
Barden Capital Management
Texas
$1.55M -$557K -22,250 -26%
Lido Advisors
128
Lido Advisors
California
$1.51M +$48.5K +1,934 +3%
CAG
129
Csenge Advisory Group
Florida
$1.5M +$285K +11,394 +23%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$1.48M +$173K +6,898 +13%
RF
131
RHS Financial
California
$1.45M -$93K -3,712 -6%
Koshinski Asset Management
132
Koshinski Asset Management
Illinois
$1.42M +$1.45M +57,754 New
IWC
133
Integrated Wealth Concepts
Massachusetts
$1.41M -$1.56M -62,248 -52%
TCM
134
Tran Capital Management
California
$1.38M -$55.2K -2,204 -4%
NRWA
135
North Ridge Wealth Advisors
Oregon
$1.3M -$21.5K -858 -2%
FFN
136
Focus Financial Network
Minnesota
$1.28M +$165K +6,580 +14%
CAAS
137
Capital Asset Advisory Services
Michigan
$1.28M -$60.4K -2,410 -4%
SAM
138
SignalPoint Asset Management
Missouri
$1.26M -$3.16K -126 -0.2%
OCG
139
Opus Capital Group
Ohio
$1.25M -$3.06M -122,214 -71%
AG
140
Advocate Group
Minnesota
$1.23M +$1.26M +50,088 New
Jones Financial Companies
141
Jones Financial Companies
Missouri
$1.22M +$446K +17,794 +56%
MCM
142
Mendel Capital Management
Arkansas
$1.22M +$857K +34,202 +225%
SWP
143
Stratos Wealth Partners
Ohio
$1.2M +$215K +8,572 +21%
William Blair & Company
144
William Blair & Company
Illinois
$1.2M +$820K +32,730 +205%
HCM
145
Hutchinson Capital Management
California
$1.18M
FG
146
Foster Group
Iowa
$1.18M +$175K +6,994 +17%
WA
147
Waverly Advisors
Alabama
$1.17M -$138K -5,494 -10%
CCA
148
Cobblestone Capital Advisors
New York
$1.16M +$4.01K +160 +0.3%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$1.15M +$109K +4,344 +10%
DBRC
150
D.B. Root & Company
Pennsylvania
$1.1M -$95K -3,792 -8%