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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
151
Advisory Services Network
Georgia
$571K -$155K -5,506 -21%
VCM
152
Vision Capital Management
Oregon
$558K -$5.4K -192 -1%
AMG
153
Asset Management Group
Connecticut
$558K +$1.75K +62 +0.3%
Millennium Management
154
Millennium Management
New York
$530K +$531K +18,864 New
IWM
155
IHT Wealth Management
Illinois
$529K -$1.75K -62 -0.3%
VCP
156
Vista Capital Partners
Oregon
$520K -$56.3K -2,000 -10%
AIP
157
Almanack Investment Partners
Pennsylvania
$517K -$113K -4,022 -18%
PCWA
158
Pacific Capital Wealth Advisors
California
$508K +$225 +8 +0%
MFG
159
MidWestOne Financial Group
Iowa
$507K
JWM
160
JFG Wealth Management
Colorado
$504K +$1.97K +70 +0.4%
SGCA
161
Steel Grove Capital Advisors
Tennessee
$495K
RFG
162
Range Financial Group
Oregon
$494K +$5.46K +194 +1%
RW
163
REDW Wealth
New Mexico
$493K +$3.66K +130 +0.7%
LGWM
164
Litman Gregory Wealth Management
California
$474K +$475K +16,890 New
FW
165
FirstPurpose Wealth
Utah
$466K +$467K +16,604 New
Comerica Bank
166
Comerica Bank
Texas
$464K +$37.8K +1,342 +9%
GP
167
Greenline Partners
New York
$462K +$78.4K +2,786 +20%
RI
168
Ridgewood Investments
New Jersey
$452K +$21.1K +750 +5%
US Bancorp
169
US Bancorp
Minnesota
$447K +$44.9K +1,594 +11%
RWA
170
RGT Wealth Advisors
Texas
$447K +$449K +15,940 New
AC
171
Apella Capital
Connecticut
$443K -$7.77K -276 -2%
BCM
172
Brookstone Capital Management
Illinois
$441K -$15.1K -538 -3%
ULWM
173
Upper Left Wealth Management
Florida
$440K +$441K +15,684 New
JFG
174
JMG Financial Group
Illinois
$438K +$5.24K +186 +1%
APA
175
American Portfolios Advisors
New York
$422K -$26.6K -946 -6%