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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
276
West Paces Advisors
Georgia
$678K +$687K +28,090 New
SBH
277
Segall Bryant & Hamill
Illinois
$675K – – –
MSFS
278
Main Street Financial Solutions
Pennsylvania
$665K -$15.6K -636 -2%
WP
279
WealthSource Partners
California
$650K -$1.13M -46,080 -63%
SIAG
280
Signet Investment Advisory Group
Rhode Island
$627K +$1.03K +42 +0.2%
CYG
281
Clean Yield Group
Vermont
$623K +$289K +11,800 +84%
FF
282
Friedenthal Financial
New Jersey
$591K -$22.6K -924 -4%
VC
283
Veery Capital
Delaware
$590K -$9.98K -408 -2%
FAIM
284
Financial Advocates Investment Management
Washington
$586K -$48.9K -2,000 -8%
CIR
285
Clear Investment Research
Georgia
$582K +$590K +24,124 New
SPIO
286
Seven Post Investment Office
California
$578K +$586K +23,962 New
MBFW
287
Morton Brown Family Wealth
Pennsylvania
$572K -$77.6K -3,174 -12%
AF
288
Allworth Financial
California
$572K +$580K +23,696 +394,933%
PWA
289
Providence Wealth Advisors
Illinois
$568K -$29.5K -1,206 -5%
FMC
290
First Merchants Corp
Indiana
$563K -$754K -30,820 -57%
CAN
291
Cetera Advisor Networks
California
$561K +$28.7K +1,174 +5%
RIA
292
Realta Investment Advisors
Delaware
$551K -$29.1K -1,188 -5%
RIM
293
Rockbridge Investment Management
New York
$551K -$34.4K -1,408 -6%
GLLW
294
Graves Light Lenhart Wealth
Virginia
$548K – – –
LOPW
295
Live Oak Private Wealth
North Carolina
$547K -$69.4K -2,838 -11%
WAM
296
Worth Asset Management
Texas
$533K +$470K +19,230 +673%
MAM
297
Marquette Asset Management
Minnesota
$531K – – –
UB
298
UMB Bank
Missouri
$528K -$59K -2,414 -10%
KAS
299
Kestra Advisory Services
Texas
$523K -$10.2M -416,580 -95%
DI
300
Diligent Investors
California
$521K -$30.1K -1,232 -5%
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