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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
176
OneAscent Financial Services
Alabama
$636K +$646K +26,528 New
NFW
177
Noble Family Wealth
Florida
$633K -$44.6K -1,832 -6%
PWMG
178
Provence Wealth Management Group
California
$633K +$437K +17,970 +213%
FPAS
179
Focus Partners Advisor Solutions
Missouri
$631K +$62.3K +2,558 +11%
Thrivent Financial for Lutherans
180
Thrivent Financial for Lutherans
Minnesota
$628K -$7.01M -288,208 -92%
DWM
181
Dakota Wealth Management
Florida
$624K +$633K +26,012 New
JFG
182
JMG Financial Group
Illinois
$613K +$30.4K +1,250 +5%
RIM
183
Rockbridge Investment Management
New York
$611K -$21.9K -898 -3%
TCM
184
Twele Capital Management
Minnesota
$600K -$40.6K -1,668 -6%
FA
185
Fagan Associates
New York
$593K -$48.6K -1,996 -7%
VWA
186
V Wealth Advisors
Kansas
$589K -$30.5K -1,252 -5%
SBH
187
Segall Bryant & Hamill
Illinois
$580K +$12.1K +498 +2%
CST
188
Charles Schwab Trust
Nevada
$576K +$97.5K +4,008 +20%
ACM
189
Absolute Capital Management
Pennsylvania
$576K -$102K -4,178 -15%
CFGS
190
Concourse Financial Group Securities
Alabama
$565K -$323K -13,258 -36%
EFS
191
Econ Financial Services
Pennsylvania
$555K +$564K +23,154 New
WWM
192
WT Wealth Management
Arizona
$554K -$29.5K -1,214 -5%
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$541K +$549K +22,578 New
BPA
194
Beacon Pointe Advisors
California
$538K +$64.5K +2,652 +13%
JWM
195
JFG Wealth Management
Colorado
$536K -$27.3K -1,122 -5%
FLPIM
196
F.L. Putnam Investment Management
Massachusetts
$525K +$290K +11,906 +119%
OIA
197
OneDigital Investment Advisors
Kansas
$517K -$22.8K -938 -4%
FW
198
FirstPurpose Wealth
Utah
$515K -$22.1K -908 -4%
TIM
199
Tortoise Investment Management
New York
$513K -$211K -8,664 -29%
MFG
200
Mendota Financial Group
Wisconsin
$509K +$511K +21,002 +9,814%