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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
SeaCrest Wealth Management
New York
$924K -$48.7K -1,976 -5%
NCM
252
Northwest Capital Management
Oregon
$921K -$147K -5,976 -14%
JWCA
253
J.W. Cole Advisors
Florida
$921K +$592 +24 +0.1%
KFS
254
Kaizen Financial Strategies
California
$904K +$513K +20,804 +131%
PFA
255
Pure Financial Advisors
California
$882K +$2.42K +98 +0.3%
VVP
256
Venture Visionary Partners
Ohio
$870K -$618K -25,088 -41%
CA
257
Cambridge Advisors
Nebraska
$870K -$394 -16 -0%
PIMG
258
Patriot Investment Management Group
Tennessee
$864K +$90.6K +3,676 +12%
BPA
259
Beacon Pointe Advisors
California
$851K -$126K -5,128 -13%
FOA
260
Five Oceans Advisors
California
$849K +$851K +34,510 New
Prudential Financial
261
Prudential Financial
New Jersey
$836K +$107K +4,338 +15%
UC
262
Unio Capital
New Jersey
$833K -$716K -29,062 -46%
LHWM
263
Lake Hills Wealth Management
Texas
$823K +$825K +33,462 New
SG
264
Somerset Group
Minnesota
$806K
HA
265
HC Advisors
Georgia
$795K -$321K -13,040 -29%
LFS
266
Lutz Financial Services
Nebraska
$791K +$121K +4,908 +18%
1WM
267
1900 Wealth Management
Texas
$789K -$317K -12,860 -29%
AR
268
Apeiron RIA
Texas
$774K +$77.6K +3,148 New
WANY
269
Wealthspire Advisors (New York)
New York
$772K +$773K +31,372 New
CIP
270
Capital Insight Partners
Arizona
$761K -$291K -11,824 -28%
WP
271
WealthShield Partners
North Carolina
$759K -$20.8K -842 -3%
LAIC
272
Lederer & Associates Investment Counsel
California
$759K +$55.4K +2,246 +8%
WWM
273
WT Wealth Management
Arizona
$753K +$15.2K +616 +2%
IWN
274
Independent Wealth Network
Iowa
$732K +$323K +13,120 +79%
BDF
275
Black Diamond Financial
Maryland
$718K -$8.92K -362 -1%