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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
401
Lauterbach Financial Advisors
Texas
$257K +$258K +10,458 New
EE
402
EWG Elevate
California
$254K -$26.8K -1,086 -10%
SW
403
SVB Wealth
Massachusetts
$251K +$49 +2 +0%
OMC
404
Old Mission Capital
Illinois
$251K +$251K +10,198 New
Vanguard Personalized Indexing Management
405
Vanguard Personalized Indexing Management
California
$249K +$394 +16 +0.2%
FM
406
Foster & Motley
Ohio
$249K +$249K +10,118 New
PL
407
Plancorp LLC
Missouri
$243K +$7.3K +296 +3%
MOS
408
MGO One Seven
Ohio
$242K -$28.4K -1,150 -10%
GRP
409
Global Retirement Partners
California
$241K +$7.25K +294 +3%
DSAM
410
Dock Street Asset Management
Florida
$239K -$1.49M -60,288 -86%
AIP
411
Almanack Investment Partners
Pennsylvania
$239K -$1.23K -50 -0.5%
GHA
412
GW Henssler & Associates
Georgia
$235K -$61.6K -2,500 -21%
VFIC
413
Valley Forge Investment Consultants
Pennsylvania
$230K +$230K +9,332 New
BAM
414
Belpointe Asset Management
Nevada
$229K +$105K +4,272 +84%
CSIC
415
Clifford Swan Investment Counsel
California
$229K +$230K +9,320 New
AOWM
416
Alpha Omega Wealth Management
Virginia
$227K +$228K +9,232 New
BCWM
417
Bartlett & Co Wealth Management
Ohio
$225K +$13.2K +536 +6%
BC
418
Bartlett & Co
Ohio
$225K +$13.2K +536 +6%
IAA
419
Independent Advisor Alliance
North Carolina
$224K
LSA
420
Lansing Street Advisors
Pennsylvania
$223K +$197 +8 +0.1%
CFS
421
CRA Financial Services
New Jersey
$222K -$25.3K -1,028 -10%
CFA
422
Cahill Financial Advisors
Minnesota
$220K -$8.7M -352,872 -98%
DP
423
DDD Partners
Washington
$216K -$9.4M -381,168 -98%
GM
424
GeoWealth Management
Illinois
$216K +$24.1K +978 +12%
CF
425
Centaurus Financial
California
$215K -$19.2K -780 -8%