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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
201
Windham Capital Management
Massachusetts
$237K
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$236K -$28.7K -1,000 -11%
MA
203
MCF Advisors
Kentucky
$227K -$38.5K -1,342 -14%
HDIM
204
Hanson & Doremus Investment Management
Vermont
$225K
WP
205
WealthSource Partners
California
$215K -$58K -2,022 -21%
William Blair & Company
206
William Blair & Company
Illinois
$212K +$109K +3,808 +103%
GRP
207
Global Retirement Partners
California
$211K +$50.9K +1,776 +31%
JFGIW
208
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K +$215K +7,484 New
SFC
209
SYM Financial Corp
Indiana
$180K +$15K +524 +9%
NFG
210
Next Financial Group
Texas
$167K -$135K -4,720 -44%
LFG
211
Larson Financial Group
Missouri
$148K +$2.7K +94 +2%
MAM
212
Marquette Asset Management
Minnesota
$130K
HR
213
Howe & Rusling
New York
$127K
TCM
214
Tradewinds Capital Management
Washington
$106K +$6.6K +230 +6%
SPIA
215
Steward Partners Investment Advisory
New York
$96.2K +$97.8K +3,410 New
TFS
216
TrustCore Financial Services
Tennessee
$95K -$106K -3,712 -52%
AF
217
Advisornet Financial
Minnesota
$90K -$48K -1,674 -34%
EVM
218
Eaton Vance Management
Massachusetts
$89K +$90.1K +3,140 New
CFFP
219
Center for Financial Planning
Michigan
$73K
LGWM
220
Litman Gregory Wealth Management
California
$67K
WAP
221
Wealthcare Advisory Partners
Pennsylvania
$63K +$64.1K +2,234 New
SL
222
Savior LLC
Massachusetts
$62K
PFBT
223
Parkside Financial Bank & Trust
Missouri
$58K
IA
224
IFP Advisors
Florida
$55K -$9.01K -314 -14%
CMBA
225
C.M. Bidwell & Associates
Hawaii
$55K +$55.9K +1,950 New