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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
126
Ausdal Financial Partners
Iowa
$3M +$674K +27,374 +29%
SWM
127
Spire Wealth Management
Virginia
$2.99M -$86K -3,495 -3%
VT
128
Vise Technologies
New York
$2.97M +$565K +22,977 +23%
CCA
129
Cobblestone Capital Advisors
New York
$2.93M +$1.22M +49,734 +70%
IWM
130
IHT Wealth Management
Illinois
$2.84M -$2.67M -108,437 -48%
TC
131
TAP Consulting
Missouri
$2.78M +$103K +4,181 +4%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$2.64M +$2.67M +108,704 New
HI
133
Hendershot Investments
Virginia
$2.62M +$111K +4,525 +4%
ULWM
134
Upper Left Wealth Management
Florida
$2.61M +$78.3K +3,183 +3%
FFN
135
Focus Financial Network
Minnesota
$2.58M -$4.93M -200,394 -65%
CA
136
CoreCap Advisors
Michigan
$2.56M +$1.96M +79,634 +307%
SIC
137
Salem Investment Counselors
North Carolina
$2.55M +$165K +6,702 +7%
KSWA
138
Kathleen S. Wright Associates
Pennsylvania
$2.52M +$176K +7,169 +7%
MPM
139
Meritage Portfolio Management
Kansas
$2.51M +$314K +12,780 +14%
PK
140
Pflug Koory
Nebraska
$2.49M +$103K +4,201 +4%
MFG
141
Mendota Financial Group
Wisconsin
$2.47M -$878K -35,693 -26%
FTA
142
Financial & Tax Architects
Missouri
$2.46M +$272K +11,049 +12%
SGAM
143
Stephens Group Asset Management
Arkansas
$2.43M +$2.01M +81,783 +446%
KWM
144
Kingsview Wealth Management
Oregon
$2.43M -$4.51M -183,133 -65%
RWM
145
RKL Wealth Management
Pennsylvania
$2.34M -$1.05M -42,842 -31%
AIA
146
Alternative Investment Advisors
Florida
$2.32M +$297K +12,073 +14%
PIWA
147
Prevail Innovative Wealth Advisors
Kansas
$2.3M -$2.16M -87,959 -48%
OFS
148
OneAscent Financial Services
Alabama
$2.28M +$2.31M +93,873 New
OCG
149
Opus Capital Group
Ohio
$2.27M +$2.3M +93,326 New
FC
150
Financial Consulate
Maryland
$2.25M -$44.6K -1,813 -2%