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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RI
176
Ridgewood Investments
New Jersey
$345K +$351K +12,222 New
IAN
177
Integrated Advisors Network
Texas
$333K +$339K +11,818 New
Fidelity Investments
178
Fidelity Investments
Massachusetts
$332K +$15.9K +556 +5%
IAA
179
Independent Advisor Alliance
North Carolina
$331K -$117K -4,066 -26%
KF
180
Krilogy Financial
Missouri
$331K -$19.1K -666 -5%
VCM
181
Versant Capital Management
Arizona
$330K +$18.6K +648 +6%
SW
182
SteelPeak Wealth
California
$329K -$86K -2,998 -20%
JFGLC
183
Johnson Financial Group LLC (Colorado)
Colorado
$328K -$35.9K -1,252 -10%
KAS
184
Kestra Advisory Services
Texas
$327K -$2.24M -78,198 -87%
BWM
185
BCS Wealth Management
Tennessee
$322K -$9.41K -328 -3%
UCFA
186
United Capital Financial Advisors
Texas
$320K -$4.02K -140 -1%
BAM
187
Barrett Asset Management
New York
$319K -$147K -5,120 -31%
RJA
188
Raymond James & Associates
Florida
$309K +$42.4K +1,478 +16%
GG
189
GenWealth Group
New Jersey
$293K +$298K +10,394 New
GVAG
190
Great Valley Advisor Group
Delaware
$289K -$114K -3,958 -28%
DWT
191
Dorsey & Whitney Trust
South Dakota
$285K
HI
192
Harbour Investments
Wisconsin
$279K +$284K +9,886 New
SBL
193
Sargent Bickham Lagudis
Colorado
$278K -$26.8K -936 -9%
OIA
194
OneDigital Investment Advisors
Kansas
$274K -$67.3K -2,346 -19%
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$268K +$272K +9,494 New
RG
196
Retirement Group
California
$261K -$5.97K -208 -2%
HighTower Advisors
197
HighTower Advisors
Illinois
$254K +$13.6K +474 +6%
CIAS
198
Capital Investment Advisory Services
North Carolina
$253K -$899K -31,348 -78%
BDFN
199
Bond & Devick Financial Network
Minnesota
$247K
IC
200
Intersect Capital
California
$247K