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Schwab Short-Term US Treasury ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
301
IMA Advisory Services
Colorado
$436K -$109K -4,218 -20%
AFA
302
Atlanta Financial Associates
Georgia
$436K +$218K +8,448 +100%
LJAC
303
L.J. Altfest & Co
New York
$428K -$267K -10,330 -38%
TPA
304
Trivium Point Advisory
Connecticut
$419K -$1.05M -40,802 -72%
GRP
305
Global Retirement Partners
California
$417K -$9.76K -378 -2%
PWA
306
Providence Wealth Advisors
Illinois
$411K +$93.3K +3,612 +29%
SFWA
307
Summit Financial Wealth Advisors
Louisiana
$403K +$59.3K +2,296 +17%
CA
308
Callahan Advisors
Texas
$395K -$37.9K -1,466 -9%
IA
309
IFP Advisors
Florida
$392K +$171K +6,640 +77%
CCM
310
Chilton Capital Management
Texas
$388K -$73.6K -2,850 -16%
RA
311
RFG Advisory
Alabama
$375K +$375K +14,520 New
AMIM
312
Aull & Monroe Investment Management
Alabama
$373K +$142K +5,482 +61%
AIS
313
American Investment Services
Massachusetts
$370K -$85.6K -3,314 -19%
GC
314
Garde Capital
Washington
$367K -$20K -774 -5%
OWM
315
Opes Wealth Management
California
$361K +$362K +14,000 New
NB
316
Nicolet Bankshares
Wisconsin
$358K +$142K +5,498 +66%
RPWA
317
Regent Peak Wealth Advisors
Georgia
$352K -$16.3K -630 -4%
ECM
318
Exchange Capital Management
Michigan
$348K -$4.24K -164 -1%
HFA
319
Hoover Financial Advisors
Pennsylvania
$345K +$345K +13,362 New
EF
320
Empirical Finance
Pennsylvania
$340K -$50K -1,936 -13%
AP
321
Appleton Partners
Massachusetts
$340K – – –
CFD
322
Creative Financial Designs
Indiana
$340K +$340K +13,170 New
SI
323
SimpliFi Inc
California
$338K -$10.7K -416 -3%
RPA
324
Rock Point Advisors
Vermont
$338K -$7.75K -300 -2%
JCM
325
Jacobsen Capital Management
Utah
$336K +$337K +13,048 New
11 12
13
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