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Schwab Intermediate-Term U.S. Treasury ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Daniel Guy Ethos Financial Group LLC | 13,834 | $346,958.27 | $337,687.94 | -$9,270.33 | -2.67% |
 Victoria Latham Fiduciary Alliance LLC | 510,479 | $12.62M | $12.46M | -$158,360.08 | -1.25% |
 Stephen Cheifetz Kades & Cheifetz LLC | 8,685 | $213,072.02 | $212,000.85 | -$1,071.17 | -0.5% |
 Erik Brenner Hilltop Partners LLC | 197,785 | $4.88M | $4.83M | -$56,531.68 | -1.16% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 92,914 | $2.43M | $2.27M | -$159,852.29 | -6.58% |
 Jeffrey D. Munjack JDM Financial Group LLC | 46,928 | $1.18M | $1.15M | -$31,441.76 | -2.67% |
 Ashley Goggins Hidden Cove Wealth Management LLC | 380,346 | $9.48M | $9.28M | -$198,532.69 | -2.09% |
 Kurt Ahrens Mendota Financial Group LLC | 115,172 | $2.85M | $2.81M | -$37,354.47 | -1.31% |
| CJ Carl Jurgens Walker Financial Services Inc. | 597,458 | $14.96M | $14.58M | -$374,478.13 | -2.5% |
 Ira Ravitz Beverly Hills Private Wealth LLC | 35,973 | $897,080.05 | $879,000.25 | -$18,079.8 | -2.02% |
 Rick Mordesovich Sonoma Private Wealth LLC | 14,449 | $350,966.12 | $353,133.56 | $2,167.44 | 0.62% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 145 | $3,613 | $3,539.45 | -$73.55 | -2.04% |
 Jeffrey Steele Silverlake Wealth Management LLC | 20,410 | $503,311 | $498,208.1 | -$5,102.9 | -1.01% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 9,421 | $233,740.79 | $230,249.24 | -$3,491.55 | -1.49% |
 Matthew T. Miler MilWealth Group LLC | 77,302 | $1.92M | $1.89M | -$32,898.24 | -1.71% |
 Brian Lawrence North Ridge Wealth Advisors Inc. | 67,169 | $1.68M | $1.64M | -$43,139.73 | -2.56% |
 Brian Glas Noble Family Wealth, LLC | 15,997 | $403,361.03 | $390,486.77 | -$12,874.26 | -3.19% |
 Courtney Holt Compound Planning, Inc. | 110,766 | $2.73M | $2.7M | -$25,044.99 | -0.92% |
 Katherine Stoner Empower Advisory Group, LLC | 28,405 | $694,704.63 | $693,366.05 | -$1,338.58 | -0.19% |
| DT Derek Tinnin Altiora Financial Group, LLC | 687,514 | $16.96M | $16.8M | -$157,428.12 | -0.93% |
