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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWS
226
Juncture Wealth Strategies
Arizona
$2.12M -$96K -3,950 -4%
MWM
227
MBE Wealth Management
Wisconsin
$2.12M +$345K +14,211 +20%
JCIA
228
Jackson Creek Investment Advisors
Colorado
$2.1M -$34.1K -1,405 -2%
TLFA
229
True Link Financial Advisors
California
$2.09M +$854K +35,162 +70%
MFG
230
Mainsail Financial Group
Washington
$2.06M +$2.06M +84,948 New
WCFA
231
Walkner Condon Financial Advisors
Wisconsin
$2.01M -$904K -37,209 -31%
WHCI
232
W.H. Cornerstone Investments
Massachusetts
$1.99M +$1.98M +81,584 New
BOM
233
Bank of Marin
California
$1.99M -$109K -4,480 -5%
TSS
234
Two Sigma Securities
New York
$1.95M +$1.45M +59,787 +294%
CIR
235
Clear Investment Research
Georgia
$1.91M +$44K +1,809 +2%
FPAS
236
Focus Partners Advisor Solutions
Missouri
$1.9M +$432K +17,767 +30%
OFS
237
OneAscent Financial Services
Alabama
$1.89M +$897K +36,905 +91%
Lido Advisors
238
Lido Advisors
California
$1.88M +$4.25K +175 +0.2%
PGAM
239
Princeton Global Asset Management
New Jersey
$1.87M -$3.45K -142 -0.2%
DG
240
DMC Group
Alabama
$1.86M +$488K +20,072 +36%
PAG
241
Private Advisor Group
New Jersey
$1.82M +$155K +6,365 +9%
NWMG
242
National Wealth Management Group
Ohio
$1.81M +$154K +6,321 +9%
FWM
243
Forza Wealth Management
Florida
$1.8M
BCM
244
Birmingham Capital Management
Alabama
$1.78M -$729K -30,000 -29%
SA
245
Sanctuary Advisors
Indiana
$1.75M +$381K +15,680 +28%
JWM
246
JFG Wealth Management
Colorado
$1.74M -$149K -6,129 -8%
AWM
247
Apollon Wealth Management
South Carolina
$1.72M +$1.72M +70,650 New
GRP
248
Global Retirement Partners
California
$1.67M +$1.67M +68,645 New
FIM
249
Freedom Investment Management
Connecticut
$1.66M -$68.7K -2,826 -4%
CA
250
Calton & Associates
Florida
$1.64M -$1.27M -52,381 -44%