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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
151
Synovus Financial
Georgia
$715K +$23.1K +894 +3%
SFC
152
SYM Financial Corp
Indiana
$705K +$151K +5,838 +27%
RIM
153
Rockbridge Investment Management
New York
$703K -$6.52K -252 -0.9%
HFS
154
Horizon Financial Services
North Carolina
$694K -$43.2K -1,670 -6%
AWC
155
Adamsbrown Wealth Consultants
Kansas
$673K -$195K -7,538 -22%
PWM
156
Perigon Wealth Management
California
$664K -$8.61M -332,890 -93%
SBH
157
Segall Bryant & Hamill
Illinois
$661K +$25.6K +992 +4%
HWM
158
HB Wealth Management
Georgia
$609K -$160K -6,190 -21%
SEA
159
Stegent Equity Advisors
Texas
$588K +$589K +22,784 New
IGWM
160
ICA Group Wealth Management
Colorado
$572K +$574K +22,202 New
SWM
161
Silverlake Wealth Management
Vermont
$555K +$87.3K +3,378 +19%
EAM
162
Evanson Asset Management
California
$553K +$1.86K +72 +0.3%
JWS
163
Juncture Wealth Strategies
Arizona
$530K -$803K -31,066 -60%
Comerica Bank
164
Comerica Bank
Texas
$522K +$90K +3,482 +21%
ZF
165
Zhang Financial
Michigan
$512K +$60.5K +2,340 +13%
TSA
166
Tri-Star Advisors
Texas
$510K +$507K +19,612 New
VCM
167
Vision Capital Management
Oregon
$509K +$40.7K +1,576 +9%
CFD
168
Creative Financial Designs
Indiana
$504K +$254K +9,842 +101%
BWM
169
Birchcreek Wealth Management
Ohio
$491K -$96.2K -3,720 -16%
BA
170
Bridge Advisory
California
$491K +$492K +19,030 New
IWM
171
IHT Wealth Management
Illinois
$478K +$310 +12 +0.1%
JWM
172
JFG Wealth Management
Colorado
$474K -$35.1K -1,358 -7%
AMG
173
Asset Management Group
Connecticut
$473K +$1.55K +60 +0.3%
PCWA
174
Pacific Capital Wealth Advisors
California
$444K -$20.3K -786 -4%
APC
175
Asset Planning Corporation
Tennessee
$435K -$220K -8,494 -34%