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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$18K +$18K +650 New
WHG
202
Westwood Holdings Group
Texas
$17K +$16.7K +606 New
AC
203
AlphaCore Capital
California
$16K +$16.1K +584 New
EI
204
Ellevest Inc
New York
$13K
LFG
205
LifePlan Financial Group
Ohio
$12K -$29.8K -1,080 -71%
CAGAS
206
Capital Advisory Group Advisory Services
Minnesota
$12K +$12.4K +450 New
GWM
207
Geneos Wealth Management
Colorado
$11K -$1.88K -68 -15%
TAM
208
Townsend Asset Management
North Carolina
$11K +$10.9K +394 New
US Bancorp
209
US Bancorp
Minnesota
$10K -$151K -5,452 -94%
BA
210
Ballast Advisors
Minnesota
$10K +$10.1K +364 New
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$9K
FRA
212
Front Row Advisors
California
$8K
ACM
213
Anfield Capital Management
California
$8K +$7.57K +274 New
OPS
214
Orion Portfolio Solutions
Nebraska
$8K +$8.4K +304 New
BFC
215
Bedel Financial Consulting
Indiana
$7K +$55 +2 +0.8%
WFMPM
216
Woodley Farra Manion Portfolio Management
Indiana
$6K +$5.69K +206 New
APA
217
American Portfolios Advisors
New York
$5.99K +$55 +2 +0.9%
TCOV
218
Trust Company of Vermont
Vermont
$5K
HWA
219
HCR Wealth Advisors
California
$5K +$4.75K +172 New
JP Morgan Chase
220
JP Morgan Chase
New York
$5K +$5.47K +198 New
EFSCE
221
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
TFGT
222
TS Financial Group (TSFG)
Illinois
$4K
SWA
223
Sutton Wealth Advisors
Florida
$3.08K
Citigroup
224
Citigroup
New York
$3K +$2.49K +90 +4,500%
WT
225
Whittier Trust
California
$2K -$3.65K -132 -67%