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Schwab Short-Term US Treasury ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
251
EP Wealth Advisors
California
$1.94M +$423K +17,518 +28%
DG
252
DMC Group
Alabama
$1.92M -$112K -4,622 -5%
VT
253
Vise Technologies
New York
$1.91M +$22.2K +920 +1%
CWM
254
Centurion Wealth Management
Virginia
$1.89M +$115K +4,755 +6%
JWS
255
Juncture Wealth Strategies
Arizona
$1.86M -$50.8K -2,100 -3%
WCFA
256
Walkner Condon Financial Advisors
Wisconsin
$1.8M -$56.1K -2,322 -3%
MHFA
257
Mission Hills Financial Advisory
California
$1.8M +$318K +13,147 +21%
RFPS
258
Reality Financial Planning Services
Florida
$1.78M +$167K +6,889 +10%
DWM
259
Dakota Wealth Management
Florida
$1.76M -$1.29M -53,313 -42%
I
260
INVST
Indiana
$1.74M +$1.74M +71,991 New
NHT
261
New Hampshire Trust
New Hampshire
$1.73M +$231K +9,553 +15%
DT
262
Diversified Trust
Tennessee
$1.71M +$15.5K +640 +0.9%
IWB
263
Innovative Wealth Building
Maryland
$1.69M -$34.2K -1,414 -2%
P
264
&Partners
Tennessee
$1.67M +$1.13M +46,592 +206%
VFG
265
Valley Financial Group
Pennsylvania
$1.65M -$99.2K -4,104 -6%
SAI
266
Savvy Advisors Inc
New York
$1.64M +$127K +5,274 +8%
EWA
267
ERTS Wealth Advisors
Michigan
$1.64M -$25K -1,033 -2%
GCG
268
Gilbert Capital Group
Maine
$1.64M -$974K -40,286 -37%
IA
269
Inspire Advisors
Idaho
$1.61M +$56.4K +2,334 +4%
TFG
270
Team Financial Group
California
$1.58M +$10.2K +421 +0.6%
DIA
271
Dean Investment Associates
Ohio
$1.54M -$99.8K -4,128 -6%
FPAS
272
Focus Partners Advisor Solutions
Missouri
$1.53M +$22K +910 +1%
JIC
273
Joel Isaacson & Co
New York
$1.51M +$77.6K +3,210 +5%
SAM
274
Sherman Asset Management
California
$1.49M +$287K +11,879 +24%
EFG
275
Everhart Financial Group
Ohio
$1.46M +$1.46M +60,549 New
9 10
11
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