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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
176
Geneos Wealth Management
Colorado
$12K +$1.83K +68 +17%
CFA
177
Camarda Financial Advisors
Florida
$11K
JPLA
178
Joseph P. Lucia & Associates
New York
$10K +$10K +372 New
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$9K
SWP
180
Strategic Wealth Partners
Ohio
$9K +$9.18K +340 New
FRA
181
Front Row Advisors
California
$8K
BFC
182
Bedel Financial Consulting
Indiana
$7K +$54 +2 +0.8%
LPWM
183
Lake Point Wealth Management
Texas
$6K
TCOV
184
Trust Company of Vermont
Vermont
$5K -$2.32K -86 -31%
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
JP Morgan Chase
186
JP Morgan Chase
New York
$4K
PCMK
187
Paragon Capital Management (Kansas)
Kansas
$4K
TFGT
188
TS Financial Group (TSFG)
Illinois
$4K
SWA
189
Sutton Wealth Advisors
Florida
$3.08K
FMP
190
Financial Management Professionals
Texas
$2K
BEI
191
Benjamin Edwards Inc
Missouri
$2K +$2.27K +84 New
AIM
192
Anchor Investment Management
South Carolina
$1.26K
PA
193
Parallel Advisors
California
$1K -$45.5K -1,684 -98%
TFA
194
Transamerica Financial Advisors
Florida
$1K +$108 +4 New
RIA
195
Realta Investment Advisors
Delaware
$1K +$594 +22 New
TL
196
TrueWealth LLC
Georgia
$1K +$594 +22 New
GEA
197
Glen Eagle Advisors
New Jersey
$385
MAU
198
MRA Associates USA
Arizona
$275
VOYA Investment Management
199
VOYA Investment Management
Georgia
-$20.3M -756,650 Closed
EF
200
Empirical Finance
Pennsylvania
-$4.04M -150,266 Closed