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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EE
326
EWG Elevate
California
$615K +$139K +5,796 +29%
AWM
327
Adams Wealth Management
Utah
$604K +$97.7K +4,074 +19%
CI
328
CacheTech Inc
Utah
$604K +$602K +25,082 New
AAS
329
Avantax Advisory Services
Texas
$597K +$86.8K +3,618 +17%
VC
330
Veery Capital
Delaware
$597K -$42.2K -1,760 -7%
SPIO
331
Seven Post Investment Office
California
$588K +$1.01K +42 +0.2%
ZIMP
332
Zimmermann Investment Management & Planning
Pennsylvania
$583K -$1.28M -53,284 -69%
CWP
333
Core Wealth Partners
California
$583K +$3.45K +144 +0.6%
RIM
334
Rockbridge Investment Management
New York
$579K +$14K +584 +2%
PIA
335
Perennial Investment Advisors
California
$578K +$365K +15,236 +174%
CFD
336
Creative Financial Designs
Indiana
$576K +$55.7K +2,322 +11%
LEFP
337
Leading Edge Financial Planning
Tennessee
$576K -$375K -15,632 -40%
LOPW
338
Live Oak Private Wealth
North Carolina
$570K +$1.01K +42 +0.2%
BWM
339
Blossom Wealth Management
California
$566K +$24.8K +1,034 +5%
IF
340
IRON Financial
Illinois
$556K -$45.1K -1,882 -8%
WS
341
Wedbush Securities
California
$554K -$88.3K -3,680 -14%
V
342
ViaWealth
Kansas
$554K +$173K +7,200 +46%
IC
343
IEQ Capital
California
$552K -$297K -12,394 -35%
WWM
344
Western Wealth Management
Colorado
$544K +$53.9K +2,246 +11%
FF
345
Friedenthal Financial
New Jersey
$532K +$33.4K +1,392 +7%
WB
346
WesBanco Bank
West Virginia
$521K +$132K +5,500 +34%
DWT
347
Dorsey & Whitney Trust
South Dakota
$519K +$193K +8,044 +60%
GVAG
348
Great Valley Advisor Group
Delaware
$516K -$275K -11,466 -35%
RW
349
REDW Wealth
New Mexico
$515K -$6.86K -286 -1%
BP
350
Ballentine Partners
Massachusetts
$511K +$510K +21,252 New