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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
201
Capital Investment Advisory Services
North Carolina
$215K -$39.4K -1,388 -15%
MOS
202
MGO One Seven
Ohio
$215K +$215K +7,572 New
JFGIW
203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$213K
GRP
204
Global Retirement Partners
California
$213K +$397 +14 +0.2%
William Blair & Company
205
William Blair & Company
Illinois
$210K -$3.52K -124 -2%
SC
206
Slow Capital
California
$208K +$207K +7,308 New
VCM
207
Versant Capital Management
Arizona
$169K -$163K -5,734 -49%
LFG
208
Larson Financial Group
Missouri
$136K -$12.5K -442 -8%
MAM
209
Marquette Asset Management
Minnesota
$131K
HR
210
Howe & Rusling
New York
$128K
AF
211
Advisornet Financial
Minnesota
$91K
EVM
212
Eaton Vance Management
Massachusetts
$89K
GP
213
Greenline Partners
New York
$88K +$75.9K +2,674 +649%
CFFP
214
Center for Financial Planning
Michigan
$77K +$2.9K +102 +4%
CPFP
215
Clear Perspectives Financial Planning
Ohio
$68K -$5.71M -201,260 -99%
SL
216
Savior LLC
Massachusetts
$63K
GM
217
GeoWealth Management
Illinois
$63K +$19.4K +684 +46%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$58K
VCM
219
Vigilant Capital Management
Maine
$58K +$58.4K +2,056 New
FGAM
220
Financial Gravity Asset Management
Texas
$57K +$26.5K +932 New
IA
221
IFP Advisors
Florida
$55K
TWM
222
Tradition Wealth Management
Minnesota
$52K
BlackRock
223
BlackRock
New York
$48K -$4.88K -172 -9%
MAM
224
Meeder Asset Management
Ohio
$48K
IRC
225
Investors Research Corp
Georgia
$48K +$8.29K +292 +21%