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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Bayshore Asset Management
Florida
$695K +$11.9K +492 +2%
AWM
302
Accurate Wealth Management
Florida
$680K +$677K +28,070 New
IWM
303
IHT Wealth Management
Illinois
$672K +$257K +10,640 +62%
MSFS
304
Main Street Financial Solutions
Pennsylvania
$667K +$1.98K +82 +0.3%
SBH
305
Segall Bryant & Hamill
Illinois
$644K -$30.4K -1,262 -5%
CMBA
306
C.M. Bidwell & Associates
Hawaii
$644K -$451K -18,714 -41%
LAIC
307
Lederer & Associates Investment Counsel
California
$643K -$92K -3,814 -13%
PIMG
308
Patriot Investment Management Group
Tennessee
$640K -$167K -6,914 -21%
CA
309
Cetera Advisors
Colorado
$637K +$256K +10,600 +67%
VWA
310
Visionary Wealth Advisors
Illinois
$636K +$169K +7,000 +36%
KAS
311
Kestra Advisory Services
Texas
$636K +$113K +4,706 +22%
SIAG
312
Signet Investment Advisory Group
Rhode Island
$624K -$3.47K -144 -0.6%
GSWM
313
Greenup Street Wealth Management
Michigan
$622K +$622K +25,806 New
PCWA
314
Pacific Capital Wealth Advisors
California
$622K -$455K -18,862 -42%
PWM
315
Pacific Wealth Management
California
$617K +$617K +25,588 New
CAAS
316
Capital Asset Advisory Services
Michigan
$615K +$615K +25,504 New
Janney Montgomery Scott
317
Janney Montgomery Scott
Pennsylvania
$615K +$615K +25,498 New
Prudential Financial
318
Prudential Financial
New Jersey
$609K -$239K -9,906 -28%
TFA
319
Toth Financial Advisory
Virginia
$609K -$373K -15,480 -38%
LFS
320
Lutz Financial Services
Nebraska
$599K -$113K -4,700 -16%
VC
321
Veery Capital
Delaware
$589K -$675 -28 -0.1%
SCM
322
SCS Capital Management
Massachusetts
$585K +$585K +24,268 New
DWM
323
Destination Wealth Management
California
$575K +$574K +23,822 New
FAM
324
Family Asset Management
South Carolina
$570K +$570K +23,622 New
PWA
325
Providence Wealth Advisors
Illinois
$566K -$4.82K -200 -0.8%