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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIP
201
Peachtree Investment Partners
Florida
$41K
TF
202
Tompkins Financial
New York
$40K
BEI
203
Benjamin Edwards Inc
Missouri
$32K +$28.3K +1,002 +1,165%
GWMIA
204
Global Wealth Management Investment Advisory
Florida
$32K +$31.2K +1,104 New
GAM
205
Gemmer Asset Management
California
$29K +$28.3K +1,000 New
S
206
SignatureFD
Georgia
$29K +$28.3K +1,000 New
CHA
207
Carmichael Hill & Associates
Maryland
$27K +$25.5K +902 +7,517%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$26K
William Blair & Company
209
William Blair & Company
Illinois
$25K
CDIA
210
Capital Directions Investment Advisors
Georgia
$23K
CAC
211
Certified Advisory Corp
Florida
$22K +$21K +742 +4,122%
SFSG
212
Stearns Financial Services Group
North Carolina
$20K -$904 -32 -5%
Citigroup
213
Citigroup
New York
$19K +$15.9K +562 +611%
CTB
214
Country Trust Bank
Illinois
$17K +$16.2K +572 New
TCOV
215
Trust Company of Vermont
Vermont
$16K +$9.72K +344 +177%
AW
216
Avion Wealth
Texas
$16K +$15.6K +552 New
CFO
217
CVA Family Office
Colorado
$14K +$13K +460 New
CAGAS
218
Capital Advisory Group Advisory Services
Minnesota
$13K
LFG
219
LifePlan Financial Group
Ohio
$13K
FWM
220
Filbrandt Wealth Management
Wisconsin
$13K +$12.9K +458 New
LWM
221
Liberty Wealth Management
California
$12K +$11.7K +414 New
SIAS
222
Shine Investment Advisory Services
Colorado
$12K +$11.8K +418 New
GWM
223
Geneos Wealth Management
Colorado
$11K
US Bancorp
224
US Bancorp
Minnesota
$11K
BA
225
Ballast Advisors
Minnesota
$10K -$283 -10 -3%