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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
251
Sowell Financial Services
Arkansas
$352K +$352K +13,914 New
DIM
252
Delta Investment Management
California
$351K +$351K +13,896 New
OIA
253
OneDigital Investment Advisors
Kansas
$344K +$210K +8,310 +157%
HWMG
254
Hurlow Wealth Management Group
Indiana
$344K +$344K +13,590 New
AP
255
Appleton Partners
Massachusetts
$339K – – –
SI
256
SimpliFi Inc
California
$339K +$120K +4,736 +55%
SSWM
257
Smith Salley Wealth Management
North Carolina
$329K -$101K -3,980 -23%
DLHL
258
Donald L. Hagan LLC
Florida
$325K +$325K +12,840 New
HB
259
Homrich & Berg
Georgia
$314K +$313K +12,396 New
AA
260
Advisory Alpha
Michigan
$311K +$10.5K +414 +3%
CFA
261
Carroll Financial Associates
North Carolina
$298K -$7.58K -300 -2%
BAM
262
Berkshire Asset Management
Pennsylvania
$297K +$296K +11,724 New
MAM
263
Marquette Asset Management
Minnesota
$295K – – –
RPA
264
Rock Point Advisors
Vermont
$293K +$10.1K +400 +4%
CA
265
Cetera Advisors
Colorado
$291K +$291K +11,528 New
SA
266
SRH Advisors
Kansas
$286K -$5.56K -220 -2%
VCM
267
Vigilant Capital Management
Maine
$286K +$286K +11,306 New
EWM
268
Evermay Wealth Management
Virginia
$283K – – –
PA
269
PFG Advisors
Arizona
$283K +$282K +11,152 New
WLIM
270
White Lighthouse Investment Management
Massachusetts
$282K -$14.7K -580 -5%
WA
271
WBH Advisory
Maryland
$282K +$282K +11,152 New
LCP
272
Legacy Capital Partners
Wisconsin
$273K +$272K +10,776 New
CMBA
273
C.M. Bidwell & Associates
Hawaii
$266K +$42.3K +1,674 +19%
ACM
274
AlphaStar Capital Management
North Carolina
$263K -$2.45M -96,772 -90%
IA
275
IFP Advisors
Florida
$260K +$259K +10,262 New
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