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Schwab Short-Term US Treasury ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
326
Exencial Wealth Advisors
Oklahoma
$894K +$242K +9,977 +37%
GWM
327
Geneos Wealth Management
Colorado
$892K -$345K -14,209 -28%
GWP
328
Gateway Wealth Partners
Wisconsin
$891K +$245K +10,087 +38%
FIC
329
Family Investment Center
Missouri
$885K +$5.9K +243 +0.7%
HIC
330
Hartline Investment Corp
Illinois
$879K +$876K +36,050 New
TCM
331
TT Capital Management
California
$876K -$8.92K -367 -1%
CC
332
Commons Capital
Massachusetts
$870K -$95K -3,912 -10%
SPF
333
South Plains Financial
Texas
$858K – – –
EWA
334
EverSource Wealth Advisors
Alabama
$857K +$32K +1,315 +4%
GTAM
335
Global Trust Asset Management
Florida
$857K +$317K +13,050 +59%
WFA
336
Websterrogers Financial Advisors
South Carolina
$842K +$8.58K +353 +1%
FCA
337
Fortis Capital Advisors
Kansas
$838K +$269K +11,078 +48%
TWP
338
Tempus Wealth Planning
California
$838K +$14K +576 +2%
PWM
339
Perigon Wealth Management
California
$831K +$126K +5,186 +18%
HCWM
340
Hidden Cove Wealth Management
Washington
$818K +$815K +33,562 New
PCWA
341
Pacific Capital Wealth Advisors
California
$807K +$131K +5,398 +19%
CA
342
Cambridge Advisors
Nebraska
$799K -$2.02K -83 -0.3%
CBA
343
Coastal Bridge Advisors
Connecticut
$798K +$22.1K +910 +3%
PS
344
Planned Solutions
California
$798K -$32K -1,317 -4%
KCIC
345
Kuhn & Co Investment Counsel
Illinois
$796K +$24 +1 +0%
SPIA
346
Steward Partners Investment Advisory
New York
$793K +$587K +24,158 +289%
OIA
347
OneDigital Investment Advisors
Kansas
$783K +$364K +14,985 +87%
WA
348
Win Advisors
Florida
$783K -$601K -24,722 -43%
MS
349
Madden Securities
Texas
$777K +$67.7K +2,785 +10%
CIC
350
Chilton Investment Company
Connecticut
$765K -$69K -2,840 -8%
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14
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