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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
251
Clearview Wealth Advisors
Oregon
$1.08M +$1.07M +44,736 New
DWM
252
Diversify Wealth Management
Utah
$1.07M +$1.05M +43,970 New
TCM
253
Towercrest Capital Management
Pennsylvania
$1.07M +$40.4K +1,686 +4%
LF
254
LifePlan Financial
Minnesota
$1.06M +$98.4K +4,104 +10%
FAM
255
Family Asset Management
South Carolina
$1.06M -$660K -27,536 -38%
AWMG
256
Alliance Wealth Management Group
New Jersey
$1.05M +$40.6K +1,692 +4%
DP
257
Denver PWM
Colorado
$1.03M -$158K -6,584 -13%
SA
258
Strategic Advocates
Utah
$1.02M -$1.3M -54,200 -56%
MA
259
McBroom & Associates
Nevada
$1.01M -$29.3K -1,222 -3%
CMBA
260
C.M. Bidwell & Associates
Hawaii
$1.01M +$494K +20,588 +96%
BDF
261
Black Diamond Financial
Maryland
$1.01M -$47.7K -1,990 -5%
PWA
262
Pillar Wealth Advisors
Pennsylvania
$1.01M -$509K -21,220 -34%
KAS
263
Kestra Advisory Services
Texas
$985K +$536K +22,354 +120%
BFM
264
Boothbay Fund Management
New York
$964K +$446K +18,600 +87%
CWM
265
Congress Wealth Management
Massachusetts
$957K +$10.5K +438 +1%
FIC
266
Family Investment Center
Missouri
$939K +$6.72K +280 +0.7%
KCIC
267
Kuhn & Co Investment Counsel
Illinois
$939K +$12.7K +530 +1%
PCIA
268
Prime Capital Investment Advisors
Kansas
$938K -$116K -4,848 -11%
APC
269
Asset Planning Corporation
Tennessee
$938K -$108K -4,496 -10%
TCM
270
Twele Capital Management
Minnesota
$925K +$3.5K +146 +0.4%
SPL
271
Smart Portfolios LLC
Washington
$916K +$14.9K +620 +2%
TLFA
272
True Link Financial Advisors
California
$912K -$188K -7,838 -17%
BFWM
273
Bright Futures Wealth Management
New York
$901K +$2.21K +92 +0.2%
VFIC
274
Valley Forge Investment Consultants
Pennsylvania
$898K +$183K +7,648 +26%
VBFP
275
Valtinson Bruner Financial Planning
Minnesota
$895K -$2.11M -87,990 -70%