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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ULWM
126
Upper Left Wealth Management
Florida
$4.18M +$374K +14,867 +10%
SFC
127
SYM Financial Corp
Indiana
$3.86M +$30.6K +1,215 +0.8%
AFP
128
Ausdal Financial Partners
Iowa
$3.82M +$462K +18,374 +14%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$3.78M +$538K +21,383 +17%
AssetMark Inc
130
AssetMark Inc
California
$3.78M +$148K +5,869 +4%
IA
131
Inspire Advisors
Idaho
$3.75M -$1.62M -64,183 -30%
CM
132
Columbus Macro
Pennsylvania
$3.63M +$293K +11,659 +9%
TRCT
133
Tower Research Capital (TRC)
New York
$3.56M +$3.57M +141,692 +211,481%
FF
134
Farrow Financial
Vermont
$3.53M +$3.34M +132,827 +1,657%
FTA
135
Financial & Tax Architects
Missouri
$3.46M +$403K +16,028 +13%
KGP
136
Keystone Global Partners
Colorado
$3.41M +$2.07M +82,236 +153%
JFG
137
JDM Financial Group
Texas
$3.4M +$3.42M +135,762 New
AA
138
Addison Advisors
Vermont
$3.31M -$2.89K -115 -0.1%
CAG
139
Csenge Advisory Group
Florida
$3.27M +$406K +16,129 +14%
SCM
140
SCS Capital Management
Massachusetts
$3.19M -$215K -8,560 -6%
William Blair & Company
141
William Blair & Company
Illinois
$3.08M +$306K +12,141 +11%
MPM
142
Meritage Portfolio Management
Kansas
$3.01M +$142K +5,648 +5%
VT
143
Vise Technologies
New York
$2.91M +$172K +6,833 +6%
DAS
144
Dynamic Advisor Solutions
Arizona
$2.9M +$28.3K +1,123 +1%
WF
145
Williams Financial
Vermont
$2.84M +$2.85M +113,341 New
KW
146
Keyvantage Wealth
Pennsylvania
$2.84M -$9.03M -358,697 -76%
HI
147
Hendershot Investments
Virginia
$2.83M -$97.7K -3,881 -3%
IJWM
148
Inman Jager Wealth Management
Mississippi
$2.82M +$462K +18,376 +20%
PK
149
Pflug Koory
Nebraska
$2.81M +$129K +5,129 +5%
TCM
150
Tran Capital Management
California
$2.79M +$2.31M +91,780 +475%