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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
401
Regal Investment Advisors
Michigan
$656K +$657K +27,189 New
LOWM
402
Laurel Oak Wealth Management
New Jersey
$655K +$64.2K +2,657 +11%
AT
403
Adelphi Trust
Florida
$648K +$287K +11,874 +79%
PS
404
Planned Solutions
California
$631K +$16.2K +670 +3%
HCP
405
Hexagon Capital Partners
Arkansas
$624K -$38.9K -1,611 -6%
NFW
406
Noble Family Wealth
Florida
$622K
AWM
407
Axxcess Wealth Management
California
$620K +$621K +25,684 New
OIA
408
OneDigital Investment Advisors
Kansas
$619K -$47K -1,946 -7%
BF
409
Brucke Financial
Indiana
$617K +$47.4K +1,962 +8%
MWM
410
Mission Wealth Management
California
$609K -$82.4K -3,409 -12%
Citigroup
411
Citigroup
New York
$607K +$64.9K +2,685 +12%
AQR Capital Management
412
AQR Capital Management
Connecticut
$606K -$338K -13,994 -36%
JIC
413
Johnson Investment Counsel
Ohio
$606K +$38.7K +1,601 +7%
MSFS
414
Main Street Financial Solutions
Pennsylvania
$606K +$48 +2 +0%
TF
415
Trek Financial
Arizona
$601K +$185K +7,636 +44%
BWM
416
BCS Wealth Management
Tennessee
$598K -$10.9K -453 -2%
TSW
417
Three Seasons Wealth
Utah
$597K -$21.2K -876 -3%
MA
418
MONECO Advisors
Connecticut
$596K +$33.3K +1,376 +6%
SC
419
Sapient Capital
Indiana
$592K +$593K +24,539 New
NCM
420
Nelson Capital Management
California
$590K +$74.7K +3,089 +14%
KF
421
Krilogy Financial
Missouri
$585K -$14.5K -600 -2%
EP
422
Edgestream Partners
New Jersey
$578K +$579K +23,935 New
TL
423
Tradewinds LLC
North Carolina
$576K -$78K -3,228 -31%
HA
424
HC Advisors
Georgia
$572K +$29.1K +1,205 +5%
SFG
425
Stonebridge Financial Group
California
$571K +$572K +23,679 New