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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$853K +$888K +34,728 New
RP
152
Riverwater Partners
Wisconsin
$827K -$48K -1,878 -5%
VWA
153
V Wealth Advisors
Kansas
$827K -$409 -16 -0%
SFC
154
SYM Financial Corp
Indiana
$764K +$95.9K +3,752 +14%
HighTower Advisors
155
HighTower Advisors
Illinois
$764K +$581K +22,726 +271%
CST
156
Charles Schwab Trust
Nevada
$749K +$477K +18,660 +158%
LAIC
157
Lederer & Associates Investment Counsel
California
$723K -$115K -4,508 -13%
FA
158
Fagan Associates
New York
$721K +$51 +2 +0%
EWA
159
EverSource Wealth Advisors
Alabama
$697K -$846K -33,100 -54%
AA
160
Alesco Advisors
New York
$676K -$40.4K -1,580 -5%
SFA
161
Seneca Financial Advisors
New York
$674K -$2.01M -78,540 -74%
RIM
162
Rockbridge Investment Management
New York
$670K +$1.23K +48 +0.2%
SF
163
Synovus Financial
Georgia
$657K -$24.3K -952 -3%
TVAMP
164
Tennessee Valley Asset Management Partners
Tennessee
$628K +$653K +25,560 New
HFS
165
Horizon Financial Services
North Carolina
$618K -$44.7K -1,748 -6%
SBH
166
Segall Bryant & Hamill
Illinois
$604K -$25.4K -992 -4%
TCM
167
Twele Capital Management
Minnesota
$591K -$108K -4,242 -15%
GG
168
GenWealth Group
New Jersey
$570K +$341K +13,346 +136%
SEA
169
Stegent Equity Advisors
Texas
$560K
IWM
170
IHT Wealth Management
Illinois
$560K +$108K +4,244 +23%
IGWM
171
ICA Group Wealth Management
Colorado
$525K -$20.9K -816 -4%
WWM
172
Western Wealth Management
Colorado
$524K +$542K +21,216 New
HWM
173
HB Wealth Management
Georgia
$523K -$59.7K -2,336 -10%
CFD
174
Creative Financial Designs
Indiana
$508K +$29.5K +1,154 +6%
DPI
175
Diversified Portfolios Inc
Michigan
$505K -$248K -9,694 -32%