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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
401
WBI Investments
New Jersey
$279K +$1.17K +46 +0.4%
PWM
402
PBMares Wealth Management
Virginia
$267K -$51K -2,000 -16%
KPWS
403
Kestra Private Wealth Services
Texas
$267K +$23.1K +908 +9%
CFS
404
CRA Financial Services
New Jersey
$266K -$510 -20 -0.2%
EE
405
EWG Elevate
California
$262K +$153 +6 +0.1%
DWM
406
Darwin Wealth Management
Florida
$260K -$100K -3,928 -28%
CWM
407
Cedar Wealth Management
California
$258K +$93.1K +3,650 +56%
Vanguard Personalized Indexing Management
408
Vanguard Personalized Indexing Management
California
$257K +$255 +10 +0.1%
BWL
409
Bogart Wealth LLC
Virginia
$256K +$70.2K +2,754 +38%
AIP
410
Almanack Investment Partners
Pennsylvania
$250K +$250K +9,816 New
SHWM
411
Silicon Hills Wealth Management
Texas
$249K -$42.1K -1,652 -14%
RP
412
Riverwater Partners
Wisconsin
$248K +$249K +9,772 New
RPWA
413
Regent Peak Wealth Advisors
Georgia
$247K -$40.9K -1,606 -14%
PL
414
Plancorp LLC
Missouri
$247K
NC
415
NovaPoint Capital
Georgia
$246K +$246K +9,668 New
AWM
416
Apollon Wealth Management
South Carolina
$245K +$245K +9,628 New
SC
417
Sierra Capital
Florida
$241K +$242K +9,488 New
IAA
418
Independent Advisor Alliance
North Carolina
$232K -$59.5K -2,334 -20%
CCM
419
Carlson Capital Management
Minnesota
$223K -$46.2K -1,814 -17%
BFG
420
Berger Financial Group
Minnesota
$223K +$223K +8,754 New
FNC
421
First National Corp
Massachusetts
$221K +$222K +8,710 New
GM
422
GeoWealth Management
Illinois
$219K -$71.8K -2,818 -25%
MFG
423
MidWestOne Financial Group
Iowa
$218K
MOS
424
MGO One Seven
Ohio
$216K +$216K +8,480 New
IF
425
Intrua Financial
Texas
$212K +$212K +8,334 New