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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
201
Beverly Hills Private Wealth
California
$1.13M -$1.45K -59 -0.1%
AI
202
Atria Investments
North Carolina
$1.12M +$1.1M +44,956 New
VVP
203
Venture Visionary Partners
Ohio
$1.12M -$13.2K -539 -1%
RW
204
Rede Wealth
Virginia
$1.1M +$210K +8,587 +24%
MFG
205
Merit Financial Group
Georgia
$1.09M -$84.3K -3,445 -7%
LIM
206
Leavell Investment Management
Alabama
$1.08M +$323K +13,200 +44%
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$1.07M +$6.88K +281 +0.7%
GS
208
GWN Securities
Florida
$1.06M +$441K +17,995 +73%
FIM
209
Freedom Investment Management
Connecticut
$1.06M -$50.6K -2,068 -5%
ES
210
Eagle Strategies
New York
$1.05M +$93.4K +3,815 +10%
TPCW
211
TD Private Client Wealth
New York
$1.03M +$10.9K +447 +1%
FTS
212
Fifth Third Securities
Ohio
$1.03M +$30.4K +1,241 +3%
HFS
213
Horizon Financial Services
North Carolina
$1.03M +$343K +14,021 +51%
AWS
214
Atria Wealth Solutions
New York
$1.02M +$240K +9,818 +31%
TLFA
215
True Link Financial Advisors
California
$1M +$297K +12,115 +43%
MWAM
216
Manhattan West Asset Management
California
$1M -$8.96K -366 -0.9%
NRI
217
NFP Retirement Inc
California
$982K +$6.24K +255 +0.6%
VWM
218
Vermillion Wealth Management
Minnesota
$975K -$94.5K -3,858 -9%
CWM
219
Congress Wealth Management
Massachusetts
$953K +$320K +13,057 +52%
SIP
220
Sellwood Investment Partners
Oregon
$941K +$213K +8,682 +30%
AWM
221
Avior Wealth Management
Nebraska
$924K +$3.62K +148 +0.4%
PAS
222
Park Avenue Securities
New York
$907K +$42.1K +1,718 +5%
PAYA
223
Phil A. Younker & Associates
Alaska
$875K -$110K -4,484 -11%
IAA
224
Independent Advisor Alliance
North Carolina
$866K -$199K -8,131 -19%
CB
225
Commerce Bank
Missouri
$846K +$52.2K +2,133 +7%