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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
351
Diversify Wealth Management
Utah
$884K -$12M -497,626 -93%
DAS
352
Diversify Advisory Services
Utah
$884K +$888K +36,740 New
DF
353
Downshift Financial
Colorado
$882K +$23.8K +984 +3%
KWM
354
Kingsview Wealth Management
Oregon
$880K -$55.7K -2,303 -6%
SIA
355
Sage Investment Advisers
New York
$878K -$355K -14,706 -29%
ATPW
356
Ashton Thomas Private Wealth
Arizona
$876K +$565K +23,361 +181%
UCFA
357
United Capital Financial Advisors
Texas
$869K +$90.5K +3,743 +12%
Janney Montgomery Scott
358
Janney Montgomery Scott
Pennsylvania
$866K +$321K +13,264 +59%
KCIC
359
Kuhn & Co Investment Counsel
Illinois
$865K +$18.3K +757 +2%
SCA
360
Snowden Capital Advisors
New York
$865K +$277K +11,450 +47%
TWM
361
Trevian Wealth Management
Massachusetts
$858K +$4.28K +177 +0.5%
HWAM
362
Hennion & Walsh Asset Management
New Jersey
$851K -$92.9K -3,843 -10%
BCI
363
Brinker Capital Investments
Pennsylvania
$843K +$377K +15,607 +81%
FA
364
Fortis Advisors
Pennsylvania
$841K -$98.2K -4,064 -10%
CIA
365
Concurrent Investment Advisors
Florida
$830K -$137K -5,657 -14%
VCWM
366
Vista Cima Wealth Management
Arizona
$829K -$19.3K -799 -2%
EWM
367
Elmwood Wealth Management
California
$821K – – –
GC
368
Granville Capital
North Carolina
$820K +$47.7K +1,974 +6%
LWMI
369
Legacy Wealth Management (Idaho)
Idaho
$817K +$818K +33,841 New
FT
370
Fiduciary Trust
Massachusetts
$791K – – –
CA
371
Cambridge Advisors
Nebraska
$791K – – –
LJAC
372
L.J. Altfest & Co
New York
$791K +$31K +1,284 +4%
PWP
373
Parkwoods Wealth Partners
New York
$777K +$778K +32,203 New
FCB
374
First County Bank
Connecticut
$774K +$65.7K +2,716 +9%
CFO
375
CVA Family Office
Colorado
$773K +$338 +14 +0%