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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBA
326
Coastal Bridge Advisors
Connecticut
$775K +$771K +31,835 New
PAI
327
Pittenger & Anderson Inc
Nebraska
$771K +$265K +10,953 +53%
SB
328
Strategic Blueprint
Georgia
$758K -$1.07M -44,248 -59%
DWM
329
Dopkins Wealth Management
New York
$756K -$14.9K -616 -2%
EE
330
EWG Elevate
California
$723K +$23.3K +962 +3%
GS
331
GTS Securities
Florida
$719K +$716K +29,550 New
RI
332
Ridgewood Investments
New Jersey
$714K -$49.6K -2,050 -7%
WFS
333
Weitzel Financial Services
Iowa
$712K -$43.8K -1,808 -6%
MS
334
Madden Securities
Texas
$708K +$160K +6,623 +29%
PWM
335
Perigon Wealth Management
California
$704K -$6.37K -263 -0.9%
SL
336
SWMG LLC
Texas
$700K +$695K +28,712 New
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$692K -$170K -7,003 -20%
TCWM
338
Total Clarity Wealth Management
Illinois
$687K
NCM
339
Nelson Capital Management
California
$684K -$30K -1,240 -4%
VWA
340
VSM Wealth Advisory
Maryland
$683K -$80.4K -3,321 -11%
PCWA
341
Pacific Capital Wealth Advisors
California
$678K +$63.1K +2,605 +10%
SEIA
342
Signature Estate & Investment Advisors
California
$672K -$846K -34,958 -56%
IA
343
IFP Advisors
Florida
$667K +$249K +10,287 +60%
LJAC
344
L.J. Altfest & Co
New York
$659K +$254K +10,509 +63%
UB
345
UMB Bank
Missouri
$658K +$2.64K +109 +0.4%
EWA
346
Exencial Wealth Advisors
Oklahoma
$649K -$177K -7,327 -22%
GWP
347
Gateway Wealth Partners
Wisconsin
$644K +$62.6K +2,584 +11%
WB
348
WesBanco Bank
West Virginia
$635K +$1.09K +45 +0.2%
AWMM
349
Aegis Wealth Management (Maryland)
Maryland
$623K
SPIO
350
Seven Post Investment Office
California
$614K +$2.28K +94 +0.4%