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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
151
Denver PWM
Colorado
$437K +$42K +1,432 +11%
BFEC
152
Benjamin F. Edwards & Company
Missouri
$429K +$74.9K +2,552 +21%
VCM
153
Vision Capital Management
Oregon
$424K -$96K -3,270 -18%
TW
154
Towerpoint Wealth
California
$410K
GVAG
155
Great Valley Advisor Group
Delaware
$404K +$1.76K +60 +0.4%
RW
156
REDW Wealth
New Mexico
$384K +$646 +22 +0.2%
NCM
157
Northwest Capital Management
Oregon
$381K +$15.5K +528 +4%
BWM
158
BCS Wealth Management
Tennessee
$373K
TFS
159
TrustCore Financial Services
Tennessee
$362K -$30.5K -1,040 -8%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$352K +$143K +4,880 +69%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$351K +$4.05K +138 +1%
KAS
162
Kestra Advisory Services
Texas
$343K +$5.7K +194 New
PAS
163
Park Avenue Securities
New York
$341K +$341K +11,624 New
JWM
164
JFG Wealth Management
Colorado
$332K +$54.9K +1,870 +20%
UCFA
165
United Capital Financial Advisors
Texas
$326K +$46.1K +1,570 +16%
VCM
166
Versant Capital Management
Arizona
$323K -$8.51K -290 -3%
KF
167
Krilogy Financial
Missouri
$317K -$21.6K -736 -6%
SBL
168
Sargent Bickham Lagudis
Colorado
$316K +$29.4K +1,000 +10%
GCA
169
Genesee Capital Advisors
New York
$316K +$89.3K +3,042 +39%
IA
170
IFP Advisors
Florida
$310K +$254K +8,644 +447%
MA
171
MCF Advisors
Kentucky
$304K +$8.04K +274 +3%
HDIM
172
Hanson & Doremus Investment Management
Vermont
$303K +$79.6K +2,710 +36%
SGCA
173
Steel Grove Capital Advisors
Tennessee
$284K
WP
174
WealthSource Partners
California
$281K -$439K -14,960 -61%
CIA
175
Compass Ion Advisors
Pennsylvania
$278K -$140K -4,780 -34%