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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
151
Stearns Financial Services Group
North Carolina
$14K +$52 +2 +0.4%
GWM
152
Geneos Wealth Management
Colorado
$10K
FRA
153
Front Row Advisors
California
$8K
TCOV
154
Trust Company of Vermont
Vermont
$7K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.78K +184 New
SWA
156
Sutton Wealth Advisors
Florida
$2.96K
AF
157
Advisornet Financial
Minnesota
$2K
FMP
158
Financial Management Professionals
Texas
$2K
S
159
SignatureFD
Georgia
$2K +$363 +14 +24%
AIM
160
Anchor Investment Management
South Carolina
$1.22K
Citigroup
161
Citigroup
New York
$1K -$46.5K -1,790 -98%
TFA
162
Transamerica Financial Advisors
Florida
$1K
PMFA
163
Plante Moran Financial Advisors
Michigan
$1K +$675 +26 New
BWM
164
Baystate Wealth Management
Massachusetts
$1K +$779 +30 New
KCM
165
Karp Capital Management
California
$1K +$1.4K +54 New
GEA
166
Glen Eagle Advisors
New Jersey
$371
Jane Street
167
Jane Street
New York
-$28.8M -1,113,262 Closed
AFS
168
Access Financial Services
Minnesota
-$23.7M -916,766 Closed
CCP
169
Cardan Capital Partners
Colorado
-$15.1M -584,728 Closed
AWMG
170
Alliance Wealth Management Group
New Jersey
-$6.9M -266,536 Closed
TCM
171
Towercrest Capital Management
Pennsylvania
-$6.9M -266,536 Closed
MWA
172
MFA Wealth Advisors
Pennsylvania
-$2.36M -91,422 Closed
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
-$1.63M -62,896 Closed
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
-$1.32M -51,010 Closed
OMC
175
Old Mission Capital
Illinois
-$513K -19,800 Closed