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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
351
Western Wealth Management
Colorado
$613K -$409K -16,875 -40%
SIA
352
Soltis Investment Advisors
Utah
$610K -$222K -9,178 -27%
TAM
353
Titleist Asset Management
Texas
$604K -$12.1K -500 -2%
DE
354
Diversified Enterprises
Delaware
$602K +$397K +16,409 +197%
VI
355
VanderPol Investments
Michigan
$592K +$12.1K +499 +2%
AWM
356
Accurate Wealth Management
Florida
$592K +$591K +24,420 New
Financial Engines Advisors
357
Financial Engines Advisors
California
$587K +$581 +24 +0.1%
B
358
Birchbrook
Maine
$586K -$208K -8,591 -26%
FFG
359
First Financial Group
North Carolina
$584K +$53.8K +2,220 +10%
ACA
360
Aptus Capital Advisors
Alabama
$582K -$69.8K -2,883 -11%
NHT
361
New Hampshire Trust
New Hampshire
$576K +$23.4K +965 +4%
TWM
362
Tradition Wealth Management
Minnesota
$575K -$109K -4,494 -16%
PFG
363
PAX Financial Group
Texas
$575K -$149K -6,149 -21%
MSFS
364
Main Street Financial Solutions
Pennsylvania
$571K -$18.5K -764 -3%
Brown Advisory
365
Brown Advisory
Maryland
$569K -$8.3K -343 -1%
FCA
366
Fortis Capital Advisors
Kansas
$567K +$564K +23,313 New
AWM
367
AE Wealth Management
Kansas
$565K +$470K +19,428 +511%
BWM
368
BCS Wealth Management
Tennessee
$565K +$26.8K +1,106 +5%
AFS
369
Access Financial Services
Minnesota
$557K +$554K +22,895 New
NFW
370
Noble Family Wealth
Florida
$553K -$24.2K -1,000 -4%
LOPW
371
Live Oak Private Wealth
North Carolina
$549K -$17.7K -731 -3%
TRCT
372
Tower Research Capital (TRC)
New York
$542K +$536K +22,139 +15,061%
SWM
373
SeaCrest Wealth Management
New York
$539K -$156K -6,434 -23%
GTAM
374
Global Trust Asset Management
Florida
$538K +$535K +22,100 New
SA
375
Stewardship Advisors
Pennsylvania
$533K +$45.6K +1,882 +9%