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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
276
Trexquant Investment
Connecticut
$559K -$97.3K -3,774 -15%
FI
277
FormulaFolio Investments
Michigan
$533K +$534K +20,698 New
PWA
278
Providence Wealth Advisors
Illinois
$532K +$122K +4,716 +30%
PA
279
PFG Advisors
Arizona
$524K +$244K +9,466 +87%
FWM
280
Focused Wealth Management
New York
$510K
DI
281
Diligent Investors
California
$502K -$18K -700 -3%
SW
282
SVB Wealth
Massachusetts
$498K +$499K +19,344 New
PA
283
Parallel Advisors
California
$495K -$25K -970 -5%
BC
284
Bartlett & Co
Ohio
$491K
BCWM
285
Bartlett & Co Wealth Management
Ohio
$491K
WAM
286
Weatherly Asset Management
California
$490K
AFA
287
Atlanta Financial Associates
Georgia
$484K +$48.9K +1,898 +11%
IA
288
IFP Advisors
Florida
$483K +$89.9K +3,486 +23%
TSS
289
Two Sigma Securities
New York
$478K -$66K -2,560 -12%
HFA
290
Hoover Financial Advisors
Pennsylvania
$467K +$123K +4,758 +36%
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$464K -$610K -23,670 -57%
SBH
292
Segall Bryant & Hamill
Illinois
$464K
SHWM
293
Silicon Hills Wealth Management
Texas
$463K
EH
294
Equitable Holdings
New York
$461K
CFO
295
CVA Family Office
Colorado
$448K +$52 +2 +0%
BIP
296
Blueprint Investment Partners
North Carolina
$447K -$679K -26,332 -60%
SKK
297
Shepherd Kaplan Krochuk
Massachusetts
$438K
PA
298
Procyon Advisors
Connecticut
$438K +$180K +7,000 +70%
SGCA
299
Steel Grove Capital Advisors
Tennessee
$436K
TWP
300
Total Wealth Planning
Ohio
$435K -$3.56K -138 -0.8%