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Schwab Short-Term US Treasury ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
326
Blossom Wealth Management
California
$570K +$3.88K +162 +0.7%
HCPC
327
Hamilton Capital Partners (Canada)
$568K +$569K +23,720 New
EWA
328
EverSource Wealth Advisors
Alabama
$552K +$53.5K +2,234 +11%
BPA
329
Beacon Pointe Advisors
California
$551K +$319K +13,298 +137%
FFBTD
330
First Financial Bank - Trust Division
Ohio
$547K +$548K +22,858 New
MFG
331
Mendota Financial Group
Wisconsin
$537K +$538K +22,424 New
RIA
332
Realta Investment Advisors
Delaware
$529K – – –
MGIA
333
Moneta Group Investment Advisors
Missouri
$525K +$46.4K +1,934 +10%
HSA
334
HBK Sorce Advisory
Pennsylvania
$517K +$22.6K +944 +5%
FF
335
Friedenthal Financial
New Jersey
$512K -$44.3K -1,850 -8%
RIM
336
Rockbridge Investment Management
New York
$511K +$2.97K +124 +0.6%
LSAG
337
Lake Street Advisors Group
New Hampshire
$510K – – –
CMBA
338
C.M. Bidwell & Associates
Hawaii
$506K +$3.79K +158 +0.8%
CCM
339
Crabel Capital Management
California
$505K +$506K +21,106 New
AWM
340
Axxcess Wealth Management
California
$495K +$495K +20,666 New
RI
341
Ridgewood Investments
New Jersey
$493K -$12K -500 -2%
BA
342
Bridge Advisory
California
$492K -$28.7K -1,198 -6%
CAAS
343
Capital Asset Advisory Services
Michigan
$487K -$30.3K -1,262 -6%
JTWM
344
Jackson Thornton Wealth Management
Alabama
$485K +$486K +20,256 New
NCM
345
Northwest Capital Management
Oregon
$484K +$48 +2 +0%
FWM
346
Focused Wealth Management
New York
$475K – – –
SIAG
347
Signet Investment Advisory Group
Rhode Island
$472K -$9.16K -382 -2%
SPA
348
Sentinel Pension Advisors
Massachusetts
$467K +$56.5K +2,358 +14%
TSS
349
Two Sigma Securities
New York
$460K +$461K +19,228 New
BWM
350
BCS Wealth Management
Tennessee
$456K +$456K +19,022 New
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14
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