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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
401
HM Payson & Co
Maine
$90K +$89.9K +3,482 New
BAM
402
Barrett Asset Management
New York
$80K
RFA
403
Reilly Financial Advisors
California
$75K
PFO
404
Pathstone Family Office
New Jersey
$70K +$69.9K +2,708 New
SL
405
Savior LLC
Massachusetts
$68K
FHA
406
Flagship Harbor Advisors
Massachusetts
$67K
LFG
407
Larson Financial Group
Missouri
$63K -$17.1K -662 -21%
FHA
408
First Horizon Advisors
Tennessee
$60K -$116K -4,508 -66%
FRA
409
Front Row Advisors
California
$59K
CWM
410
Cedar Wealth Management
California
$49K -$723 -28 -1%
CCP
411
Clarkston Capital Partners
Michigan
$47K -$3.25K -126 -6%
BAMG
412
Brand Asset Management Group
Missouri
$45K +$45.2K +1,752 New
TC
413
Truvestments Capital
Florida
$42K +$207 +8 +0.5%
QCG
414
Quadrant Capital Group
Ohio
$41K -$20.1K -780 -33%
AWM
415
AllSquare Wealth Management
New York
$39K
PFBT
416
Parkside Financial Bank & Trust
Missouri
$38K +$52 +2 +0.1%
THWM
417
Taylor Hoffman Wealth Management
Virginia
$37K +$36.9K +1,428 New
PB
418
Pinnacle Bancorp
Nebraska
$34K -$24.3K -940 -41%
JP Morgan Chase
419
JP Morgan Chase
New York
$32K -$15.3K -594 -33%
GI
420
Gradient Investments
Minnesota
$32K
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$32K +$31.8K +1,232 New
LFG
422
LifePlan Financial Group
Ohio
$29K -$7.02K -272 -19%
SWM
423
Selective Wealth Management
Virginia
$27K
HI
424
Human Investing
Oregon
$25K -$107K -4,136 -81%
FMP
425
Financial Management Professionals
Texas
$25K