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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMG
201
Asset Management Group
Connecticut
$474K +$13.6K +544 +3%
OP
202
ORG Partners
Indiana
$465K +$476K +18,978 New
PWM
203
Perigon Wealth Management
California
$463K -$1.68M -67,118 -78%
HWM
204
HB Wealth Management
Georgia
$432K -$7.42K -296 -2%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$431K +$127K +5,072 +41%
OMC
206
Old Mission Capital
Illinois
$428K +$435K +17,366 New
VCM
207
Vision Capital Management
Oregon
$422K -$2.21K -88 -0.5%
JFGLC
208
Johnson Financial Group LLC (Colorado)
Colorado
$412K +$134K +5,338 +47%
NRI
209
NFP Retirement Inc
California
$408K +$251 +10 +0.1%
WAM
210
Worth Asset Management
Texas
$405K -$428K -17,084 -51%
LIM
211
Leavell Investment Management
Alabama
$383K +$15K +600 +4%
WI
212
Wintrust Investments
Illinois
$376K +$3.91K +156 +1%
FA
213
FC Advisory
Pennsylvania
$369K +$2K +80 +0.5%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$365K +$62.7K +2,504 +20%
AC
215
Apella Capital
Connecticut
$362K +$368K +14,678 New
BIA
216
Bell Investment Advisors
California
$349K -$44.7K -1,784 -11%
SAMC
217
Spectrum Asset Management (California)
California
$346K +$116K +4,640 +49%
ACG
218
Allen Capital Group
Nebraska
$333K +$51.1K +2,038 +18%
FIC
219
Family Investment Center
Missouri
$326K +$2.46K +98 +0.7%
BCM
220
Brookstone Capital Management
Illinois
$321K +$58K +2,316 +21%
SC
221
Savant Capital
Illinois
$316K +$25.1K +1,002 +8%
RI
222
Ridgewood Investments
New Jersey
$310K -$15K -600 -5%
IC
223
IEQ Capital
California
$304K +$501 +20 +0.2%
AWC
224
Adamsbrown Wealth Consultants
Kansas
$300K -$2.66K -106 -0.9%
AWM
225
Axxcess Wealth Management
California
$299K +$49K +1,954 +19%