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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
276
Cambridge Trust
Massachusetts
$857K +$123K +5,086 +17%
OFG
277
OmniStar Financial Group
North Carolina
$848K -$403K -16,604 -32%
CFA
278
Cahill Financial Advisors
Minnesota
$847K +$474K +19,532 +124%
CGL
279
Clarius Group LLC
Washington
$844K +$96.7K +3,990 +13%
TPW
280
Transatlantique Private Wealth
New York
$829K -$10.4K -428 -1%
CA
281
Cambridge Advisors
Nebraska
$826K
PWM
282
Perigon Wealth Management
California
$826K -$154K -6,362 -16%
TWP
283
Tempus Wealth Planning
California
$798K +$1.65K +68 +0.2%
SG
284
Somerset Group
Minnesota
$786K -$3.78K -156 -0.5%
GRP
285
Global Retirement Partners
California
$779K -$67.6K -2,786 -8%
TW
286
TrinityPoint Wealth
Connecticut
$776K -$1.5K -62 -0.2%
PSCM
287
Per Stirling Capital Management
Texas
$772K -$464K -19,142 -37%
SPIO
288
Seven Post Investment Office
California
$765K -$2.1M -86,512 -73%
TLFA
289
True Link Financial Advisors
California
$764K -$544K -22,446 -41%
RA
290
Riversedge Advisors
Delaware
$764K -$1.41M -57,952 -65%
WLIM
291
White Lighthouse Investment Management
Massachusetts
$759K
RF
292
RHS Financial
California
$754K -$272K -11,234 -26%
PS
293
Planned Solutions
California
$748K +$1.75K +72 +0.2%
BJL
294
Brighton Jones LLC
Washington
$744K +$307K +12,680 +69%
VC
295
Veery Capital
Delaware
$716K +$88K +3,628 +14%
WSTAM
296
Wilbanks Smith & Thomas Asset Management
Virginia
$711K +$93.1K +3,838 +15%
CAMG
297
CWA Asset Management Group
Florida
$710K -$7.52K -310 -1%
WAM
298
Worth Asset Management
Texas
$708K -$1.44M -59,186 -67%
NCM
299
Nelson Capital Management
California
$706K -$223K -9,186 -24%
RWA
300
Roberts Wealth Advisors
California
$705K -$12.8K -528 -2%