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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$76K +$1.17K +40 +2%
LGWM
202
Litman Gregory Wealth Management
California
$70K
SL
203
Savior LLC
Massachusetts
$65K
PFBT
204
Parkside Financial Bank & Trust
Missouri
$60K
BWA
205
Burt Wealth Advisors
Maryland
$59K +$58.7K +2,000 New
CAAS
206
Capital Asset Advisory Services
Michigan
$55K +$55.3K +1,882 New
BlackRock
207
BlackRock
New York
$50K -$3.41K -116 -6%
DI
208
Disciplined Investments
Oklahoma
$45K
CIA
209
Cascade Investment Advisors
Oregon
$44K
NG
210
NWK Group
California
$44K -$7.63K -260 -15%
CIAS
211
CBIZ Investment Advisory Services
Ohio
$44K
BAM
212
Bellevue Asset Management
Washington
$42K
BEI
213
Benjamin Edwards Inc
Missouri
$38K +$3.99K +136 +12%
HI
214
Hudock Inc
Pennsylvania
$36K
GAM
215
Gemmer Asset Management
California
$30K +$117 +4 +0.4%
CHA
216
Carmichael Hill & Associates
Maryland
$27K
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$25K
CDIA
218
Capital Directions Investment Advisors
Georgia
$25K +$2.17K +74 +9%
SFSG
219
Stearns Financial Services Group
North Carolina
$22K +$59 +2 +0.3%
VFA
220
Valeo Financial Advisors
Indiana
$22K +$7.46K +254 +51%
VCM
221
Vigilant Capital Management
Maine
$21K +$21K +714 New
IRC
222
Investors Research Corp
Georgia
$21K +$21.3K +726 New
FCH
223
Freestone Capital Holdings
Washington
$19.5K +$19.5K +664 New
AW
224
Avion Wealth
Texas
$16K
HI
225
Human Investing
Oregon
$14K -$3.93K -134 -22%