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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
351
Spinnaker Investment Group
California
$717K +$130K +5,361 +22%
EH
352
Equitable Holdings
New York
$708K +$20.3K +836 +3%
WAP
353
Wealthcare Advisory Partners
Pennsylvania
$703K -$37.6K -1,546 -5%
PWM
354
Perigon Wealth Management
California
$699K -$133K -5,469 -16%
TCM
355
Traub Capital Management
Massachusetts
$696K +$2.43K +100 +0.4%
Comerica Bank
356
Comerica Bank
Texas
$691K +$1.26K +52 +0.2%
VFPW
357
Vantage Financial Partners (Wisconsin)
Wisconsin
$691K -$50.7K -2,082 -7%
BP
358
BNP Paribas
France
$681K +$8.64K +355 +1%
HIC
359
Hartline Investment Corp
Illinois
$679K -$200K -8,225 -23%
TWM
360
Tradition Wealth Management
Minnesota
$672K -$55.4K -2,277 -8%
WFS
361
Weitzel Financial Services
Iowa
$671K -$38K -1,560 -5%
UB
362
UMB Bank
Missouri
$659K
NFG
363
Nations Financial Group
Iowa
$655K +$653K +26,826 New
Corient Private Wealth
364
Corient Private Wealth
Florida
$654K -$299K -12,284 -31%
MAS
365
Madden Advisory Services
Florida
$654K +$652K +26,790 New
MA
366
McBroom & Associates
Nevada
$640K -$352K -14,453 -36%
VI
367
VanderPol Investments
Michigan
$638K +$46.5K +1,912 +8%
WB
368
WesBanco Bank
West Virginia
$622K
SA
369
Stewardship Advisors
Pennsylvania
$619K +$26.9K +1,106 +5%
VWA
370
VSM Wealth Advisory
Maryland
$615K -$27.5K -1,129 -4%
JF
371
Joule Financial
Kentucky
$613K +$201K +8,254 +49%
MHFA
372
Mission Hills Financial Advisory
California
$611K +$144K +5,919 +31%
RSWA
373
Robinson Smith Wealth Advisors
Maine
$610K -$2.69M -110,581 -82%
MSFS
374
Main Street Financial Solutions
Pennsylvania
$607K +$29.3K +1,203 +5%
SA
375
Sanctuary Advisors
Indiana
$607K -$1.14M -46,905 -65%