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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
251
J.W. Cole Advisors
Florida
$927K +$507K +20,184 +117%
RWM
252
Reston Wealth Management
Virginia
$906K -$62.3K -2,480 -6%
LA
253
Latitude Advisors
Florida
$894K +$302K +12,040 +50%
PFA
254
Pure Financial Advisors
California
$886K +$28.2K +1,122 +3%
CA
255
Cambridge Advisors
Nebraska
$876K
SCM
256
Seascape Capital Management
New Hampshire
$833K -$39.9K -1,588 -5%
AFP
257
Ausdal Financial Partners
Iowa
$833K +$67.5K +2,686 +9%
SG
258
Somerset Group
Minnesota
$812K -$6.78K -270 -0.8%
PWM
259
Perigon Wealth Management
California
$806K -$20.1K -800 -2%
Citadel Advisors
260
Citadel Advisors
Florida
$793K -$19.1M -759,002 -96%
WP
261
WealthShield Partners
North Carolina
$785K +$796K +31,698 New
PIMG
262
Patriot Investment Management Group
Tennessee
$779K -$38K -1,512 -5%
NRI
263
NFP Retirement Inc
California
$764K -$12.6K -502 -2%
RW
264
REDW Wealth
New Mexico
$750K +$46.1K +1,836 +6%
RPG
265
Resource Planning Group
Georgia
$743K -$148K -5,888 -16%
WWM
266
WT Wealth Management
Arizona
$743K +$22.1K +882 +3%
CPFP
267
Clear Perspectives Financial Planning
Ohio
$740K -$762K -30,346 -50%
LTL
268
Lowery Thomas LLC
California
$737K -$83.8K -3,336 -10%
Prudential Financial
269
Prudential Financial
New Jersey
$736K +$400K +15,934 +116%
BDF
270
Black Diamond Financial
Maryland
$732K -$50.8K -2,022 -6%
WA
271
Win Advisors
Florida
$722K +$146K +5,802 +25%
WSTAM
272
Wilbanks Smith & Thomas Asset Management
Virginia
$712K +$4.42K +176 +0.6%
LAIC
273
Lederer & Associates Investment Counsel
California
$709K +$50 +2 +0%
FW
274
FirstPurpose Wealth
Utah
$705K +$254K +10,102 +55%
EWA
275
EP Wealth Advisors
California
$700K +$710K +28,278 New