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Schwab Short-Term US Treasury ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
301
Exencial Wealth Advisors
Oklahoma
$766K +$267K +11,004 +54%
ARC
302
Advisor Resource Council
Texas
$759K +$753K +30,980 New
PFG
303
PAX Financial Group
Texas
$757K -$143K -5,880 -16%
WFS
304
Weitzel Financial Services
Iowa
$755K -$8.46K -348 -1%
CFGSD
305
Compass Financial Group (South Dakota)
South Dakota
$741K +$234K +9,608 +47%
EAM
306
Evanson Asset Management
California
$740K +$6.17K +254 +0.8%
CGL
307
Clarius Group LLC
Washington
$735K +$8.22K +338 +1%
NCM
308
Nelson Capital Management
California
$732K -$26.3K -1,080 -3%
WA
309
Win Advisors
Florida
$731K -$42K -1,728 -5%
TWP
310
Tempus Wealth Planning
California
$730K – – –
GFP
311
Guardian Financial Partners
California
$723K -$73.5K -3,024 -9%
GWM
312
Geneos Wealth Management
Colorado
$720K +$713K +29,330 +34,105%
PWM
313
Perigon Wealth Management
California
$718K +$55.4K +2,280 +8%
SWM
314
SeaCrest Wealth Management
New York
$711K -$2.92K -120 -0.4%
SF
315
Synovus Financial
Georgia
$711K +$275K +11,324 +64%
JFGLC
316
Johnson Financial Group LLC (Colorado)
Colorado
$694K +$924 +38 +0.1%
EFS
317
Econ Financial Services
Pennsylvania
$694K -$8.61K -354 -1%
HWAM
318
Hennion & Walsh Asset Management
New Jersey
$691K +$301K +12,396 +78%
SA
319
Strategic Advocates
Utah
$674K -$365K -15,030 -35%
CFA
320
Cahill Financial Advisors
Minnesota
$673K -$28.5K -1,174 -4%
RWA
321
Roberts Wealth Advisors
California
$669K -$19.2K -790 -3%
WG
322
Wealth Group
North Carolina
$665K +$164K +6,736 +33%
APC
323
Asset Planning Corporation
Tennessee
$665K -$287K -11,820 -30%
JWM
324
JFG Wealth Management
Colorado
$662K +$4.04K +166 +0.6%
BP
325
BNP Paribas
France
$660K +$25.7K +1,056 +4%
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