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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
176
Larson Financial Group
Missouri
$130K -$3.81K -138 -3%
MAM
177
Marquette Asset Management
Minnesota
$127K
NFG
178
Next Financial Group
Texas
$125K +$884 +32 +0.7%
OIA
179
Optimum Investment Advisors
Illinois
$110K
SMG
180
Spectrum Management Group
Indiana
$109K +$90K +3,256 +450%
FGAM
181
Financial Gravity Asset Management
Texas
$106K -$142K -5,122 -30%
LGWM
182
Litman Gregory Wealth Management
California
$105K +$106K +3,830 New
BlackRock
183
BlackRock
New York
$76K +$10K +362 +15%
BAM
184
Bellevue Asset Management
Washington
$72K +$72.1K +2,610 New
CFFP
185
Center for Financial Planning
Michigan
$71K +$71.8K +2,600 New
CIAS
186
CBIZ Investment Advisory Services
Ohio
$68K
PFBT
187
Parkside Financial Bank & Trust
Missouri
$56K
SSB
188
Sandy Spring Bank
Maryland
$46K +$46K +1,666 New
DI
189
Disciplined Investments
Oklahoma
$44K +$43.8K +1,586 New
VCM
190
Vigilant Capital Management
Maine
$42K -$196K -7,090 -82%
CIA
191
Cascade Investment Advisors
Oregon
$41.2K
PIP
192
Peachtree Investment Partners
Florida
$38K +$38.7K +1,400 New
TF
193
Tompkins Financial
New York
$37K
NG
194
NWK Group
California
$26K +$26.5K +958 New
SIS
195
Sound Income Strategies
Florida
$25K +$24.9K +902 New
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$24K
William Blair & Company
197
William Blair & Company
Illinois
$23K -$663 -24 -3%
CDIA
198
Capital Directions Investment Advisors
Georgia
$22K -$28.2K -1,020 -56%
SFSG
199
Stearns Financial Services Group
North Carolina
$19K +$2.21K +80 +13%
GDP
200
Great Diamond Partners
Maine
$19K +$19.3K +700 New