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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
351
Perennial Investment Advisors
California
$261K -$47.5K -1,840 -15%
AA
352
Advisory Alpha
Michigan
$260K -$161K -6,236 -38%
PA
353
Procyon Advisors
Connecticut
$258K +$258K +10,000 New
PL
354
Plancorp LLC
Missouri
$255K
Vanguard Personalized Indexing Management
355
Vanguard Personalized Indexing Management
California
$251K +$981 +38 +0.4%
SGAM
356
Stephens Group Asset Management
Arkansas
$246K +$247K +9,554 New
SPC
357
Sigma Planning Corp
Michigan
$244K +$244K +9,456 New
MAM
358
Marquette Asset Management
Minnesota
$243K -$88.1K -3,410 -27%
CB
359
Commerce Bank
Missouri
$243K
WLIM
360
White Lighthouse Investment Management
Massachusetts
$242K -$57.8K -2,240 -19%
AFP
361
Ausdal Financial Partners
Iowa
$237K +$568 +22 +0.2%
EWM
362
Evermay Wealth Management
Virginia
$230K -$781K -30,250 -77%
BAM
363
Bellevue Asset Management
Washington
$230K
IFG
364
Independent Financial Group
California
$229K +$6.87K +266 +3%
CFG
365
Capstone Financial Group
Oklahoma
$228K
FHB
366
First Hawaiian Bank
Hawaii
$227K -$54.7K -2,120 -19%
BWL
367
Bogart Wealth LLC
Virginia
$227K -$39.1K -1,516 -15%
ACS
368
Archford Capital Strategies
Illinois
$226K -$34K -1,318 -13%
AWA
369
Alaska Wealth Advisors
Alaska
$225K -$11K -426 -5%
IAA
370
Independent Advisor Alliance
North Carolina
$224K -$22.6K -874 -9%
TCWM
371
Total Clarity Wealth Management
Illinois
$223K -$176K -6,800 -44%
CIM
372
Contravisory Investment Management
Massachusetts
$223K
LAIC
373
Lederer & Associates Investment Counsel
California
$219K
EFSCE
374
Enterprise Financial Services Corp (EFSC)
Missouri
$217K
William Blair & Company
375
William Blair & Company
Illinois
$216K +$176K +6,814 +441%