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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTS
176
Fifth Third Securities
Ohio
$899K +$893K +36,866 New
AWM
177
Avior Wealth Management
Nebraska
$892K +$809K +33,400 +1,056%
CFGS
178
Concourse Financial Group Securities
Alabama
$889K +$138K +5,688 +18%
NRI
179
NFP Retirement Inc
California
$878K +$7.5K +310 +0.9%
FG
180
Foster Group
Iowa
$855K +$39K +1,610 +5%
OIA
181
OneDigital Investment Advisors
Kansas
$854K +$148K +6,132 +21%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$853K -$79.9K -3,300 -9%
HFS
183
Horizon Financial Services
North Carolina
$846K +$11.2K +462 +1%
Neuberger Berman Group
184
Neuberger Berman Group
New York
$798K +$792K +32,722 New
MC
185
Moors & Cabot
Massachusetts
$795K +$195K +8,036 +33%
WAM
186
WNY Asset Management
New York
$765K +$14.3K +592 +2%
JWM
187
JFG Wealth Management
Colorado
$765K +$113K +4,664 +17%
WJA
188
Willis Johnson & Associates
Texas
$761K +$756K +31,214 New
BTI
189
Blue Trust Inc
Georgia
$750K +$738K +30,470 +30,470%
SFA
190
Sequoia Financial Advisors
Ohio
$739K -$11.8M -487,550 -94%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$705K +$14.5K +598 +2%
DAS
192
Dynamic Advisor Solutions
Arizona
$675K +$2.9K +120 +0.4%
Corient Private Wealth
193
Corient Private Wealth
Florida
$667K -$44.8K -1,850 -6%
AAS
194
Avantax Advisory Services
Texas
$659K +$91K +3,760 +16%
CWM
195
Congress Wealth Management
Massachusetts
$647K +$642K +26,514 New
OMC
196
Old Mission Capital
Illinois
$642K -$80K -3,304 -11%
Cerity Partners
197
Cerity Partners
New York
$628K -$33.4K -1,378 -5%
Prudential Financial
198
Prudential Financial
New Jersey
$599K +$213K +8,784 +56%
SPC
199
Sigma Planning Corp
Michigan
$587K -$30.1K -1,244 -5%
VCM
200
Vision Capital Management
Oregon
$575K -$1.99K -82 -0.3%