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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFCSB
376
Cape Cod Five Cents Savings Bank
Massachusetts
$771K +$772K +31,936 New
WANY
377
Wealthspire Advisors (New York)
New York
$764K -$707K -29,247 -48%
CIC
378
Chilton Investment Company
Connecticut
$762K +$40.1K +1,659 +6%
JFG
379
JDM Financial Group
Texas
$745K -$256K -10,606 -26%
SW
380
Simplicity Wealth
New Jersey
$739K +$59.8K +2,472 +9%
ASN
381
Advisory Services Network
Georgia
$734K +$174K +7,210 +31%
PFPG
382
Pinnacle Financial Partners (Georgia)
Georgia
$724K +$382K +15,784 +111%
BSTWA
383
Blake Schutter Theil Wealth Advisors
Ohio
$721K -$12.5K -517 -2%
AOWM
384
Asset One Wealth Management
Washington
$721K -$138K -5,720 -16%
SA
385
Stewardship Advisors
Pennsylvania
$716K +$65.5K +2,709 +10%
GTAM
386
Global Trust Asset Management
Florida
$715K -$31.4K -1,300 -4%
PGFG
387
Pine Grove Financial Group
Minnesota
$711K +$15K +620 +2%
SWA
388
Sightline Wealth Advisors
Connecticut
$709K -$464K -19,189 -40%
APFP
389
Action Point Financial Planning
Michigan
$700K +$701K +29,007 New
PPW
390
Pasadena Private Wealth
California
$698K -$97 -4 -0%
LKBC
391
L.K. Benson & Company
Maryland
$693K -$31.9K -1,321 -4%
WFL
392
Wealth Forward LLC
North Dakota
$682K +$683K +28,265 New
TCM
393
Traub Capital Management
Massachusetts
$681K -$4.96K -205 -0.7%
HSA
394
HBK Sorce Advisory
Pennsylvania
$679K -$22.3K -921 -3%
TAM
395
Titleist Asset Management
Texas
$674K -$69.2K -2,863 -9%
SI
396
Stonekeep Investments
New Mexico
$673K -$604 -25 -0.1%
WFS
397
Weitzel Financial Services
Iowa
$672K +$42.9K +1,773 +7%
AAP
398
Arax Advisory Partners
Colorado
$669K +$456K +18,852 +213%
SCM
399
SCS Capital Management
Massachusetts
$668K +$42.2K +1,745 +7%
HIC
400
Hartline Investment Corp
Illinois
$667K – – –