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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
276
Wealthspire Advisors (New York)
New York
$1.48M +$28.9K +1,186 +2%
JIC
277
Joel Isaacson & Co
New York
$1.44M +$1.45M +59,441 New
MWM
278
MBE Wealth Management
Wisconsin
$1.44M -$382K -15,675 -21%
BFA
279
Beacon Financial Advisory
Ohio
$1.43M -$55.7K -2,289 -4%
ATI
280
ARK & TLK Investments
Oklahoma
$1.41M -$2.82K -116 -0.2%
GWWM
281
Great Waters Wealth Management
Minnesota
$1.41M -$21K -863 -1%
SIP
282
Sellwood Investment Partners
Oregon
$1.41M +$215K +8,841 +18%
NFG
283
Nations Financial Group
Iowa
$1.38M +$160K +6,580 +13%
SF
284
Seek First
California
$1.33M -$13.7K -563 -1%
BFG
285
Bleakley Financial Group
New Jersey
$1.33M +$9.62K +395 +0.7%
HAG
286
HighPoint Advisor Group
Illinois
$1.33M +$97.8K +4,019 +8%
EWA
287
EverSource Wealth Advisors
Alabama
$1.28M -$119K -4,876 -8%
TI
288
Tidal Investments
Wisconsin
$1.25M +$1.25M +51,387 New
EFG
289
Ethos Financial Group
Pennsylvania
$1.24M +$92.6K +3,805 +8%
SIA
290
Sage Investment Advisers
New York
$1.24M -$1.01M -41,429 -45%
VC
291
Veery Capital
Delaware
$1.23M +$23.4K +963 +2%
AWMG
292
Alliance Wealth Management Group
New Jersey
$1.22M +$7.72K +317 +0.6%
TCM
293
Towercrest Capital Management
Pennsylvania
$1.22M +$7.72K +317 +0.6%
OFA
294
Orographic Financial Advisors
Colorado
$1.21M +$1.22M +49,946 New
SAM
295
Sherman Asset Management
California
$1.21M +$243K +9,978 +25%
FVWA
296
Foster Victor Wealth Advisors
South Carolina
$1.2M -$60.5K -2,484 -5%
CIR
297
Clear Investment Research
Georgia
$1.19M -$78.4K -3,220 -6%
TWP
298
Tempus Wealth Planning
California
$1.19M +$116K +4,746 +11%
SWA
299
Sightline Wealth Advisors
Connecticut
$1.18M -$252K -10,351 -18%
AC
300
Avestar Capital
New York
$1.16M – – –
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