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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
276
Global Retirement Partners
California
$859K +$638K +26,350 +298%
TPW
277
Transatlantique Private Wealth
New York
$852K +$846K +34,932 New
CA
278
Cambridge Advisors
Nebraska
$838K -$24.2K -1,000 -3%
GCM
279
G2 Capital Management
Ohio
$813K -$1.75M -72,470 -69%
TWP
280
Tempus Wealth Planning
California
$808K -$166K -6,874 -17%
SG
281
Somerset Group
Minnesota
$801K -$5.67K -234 -0.7%
TW
282
TrinityPoint Wealth
Connecticut
$789K +$32.7K +1,352 +4%
WLIM
283
White Lighthouse Investment Management
Massachusetts
$770K -$80.6K -3,330 -10%
CGL
284
Clarius Group LLC
Washington
$759K -$72.3K -2,984 -9%
PS
285
Planned Solutions
California
$758K -$889K -36,696 -54%
1WM
286
1900 Wealth Management
Texas
$755K
CT
287
Cambridge Trust
Massachusetts
$746K -$620K -25,594 -46%
Janney Montgomery Scott
288
Janney Montgomery Scott
Pennsylvania
$736K +$113K +4,668 +18%
CA
289
Callahan Advisors
Texas
$731K -$202K -8,338 -22%
RWA
290
Roberts Wealth Advisors
California
$729K -$920 -38 -0.1%
CAMG
291
CWA Asset Management Group
Florida
$729K -$751K -31,012 -51%
BPA
292
Beacon Pointe Advisors
California
$725K -$351K -14,492 -33%
NRI
293
NFP Retirement Inc
California
$713K -$262K -10,822 -27%
SAM
294
Summit Asset Management
Tennessee
$709K
BAM
295
Bayshore Asset Management
Florida
$703K
AIP
296
Almanack Investment Partners
Pennsylvania
$691K +$685K +28,306 New
BDF
297
Black Diamond Financial
Maryland
$683K -$23.9K -986 -3%
MSFS
298
Main Street Financial Solutions
Pennsylvania
$674K -$145 -6 -0%
SBH
299
Segall Bryant & Hamill
Illinois
$647K -$4.84K -200 -0.7%
VC
300
Veery Capital
Delaware
$638K +$42.6K +1,758 +7%