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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
176
Sandy Spring Bank
Maryland
$749K +$696K +28,316 +1,279%
EFN
177
Equita Financial Network
Pennsylvania
$736K -$585K -23,788 -44%
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$728K +$285K +11,574 +64%
OMC
179
Old Mission Capital
Illinois
$727K +$729K +29,636 New
RG
180
Retirement Group
California
$719K -$30.5K -1,240 -4%
Corient Private Wealth
181
Corient Private Wealth
Florida
$716K +$55.9K +2,272 +8%
EWA
182
EverSource Wealth Advisors
Alabama
$711K +$1.97K +80 +0.3%
CCA
183
Cobblestone Capital Advisors
New York
$709K -$653K -26,562 -48%
OIA
184
OneDigital Investment Advisors
Kansas
$709K +$133K +5,394 +23%
PAS
185
Park Avenue Securities
New York
$700K -$87K -3,538 -11%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$694K +$189K +7,702 +37%
RF
187
RHS Financial
California
$679K -$72.3K -2,942 -10%
DAS
188
Dynamic Advisor Solutions
Arizona
$676K -$12.4K -506 -2%
OFS
189
OneAscent Financial Services
Alabama
$673K -$4.87K -198 -0.7%
Cerity Partners
190
Cerity Partners
New York
$665K +$667K +27,124 New
JWM
191
JFG Wealth Management
Colorado
$655K +$114K +4,624 +21%
TIM
192
Tortoise Investment Management
New York
$634K -$40.4K -1,642 -6%
SPC
193
Sigma Planning Corp
Michigan
$621K +$403K +16,412 +185%
MC
194
Moors & Cabot
Massachusetts
$602K +$234K +9,518 +63%
FA
195
Fagan Associates
New York
$590K +$98 +4 +0%
BPA
196
Beacon Pointe Advisors
California
$587K +$79.9K +3,250 +16%
VCM
197
Vision Capital Management
Oregon
$580K -$12.7K -518 -2%
DWM
198
Dakota Wealth Management
Florida
$573K -$48.8K -1,984 -8%
AAS
199
Avantax Advisory Services
Texas
$571K +$205K +8,348 +56%
MPW
200
MGO Private Wealth
California
$568K