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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
MBE Wealth Management
Wisconsin
$376K
JFG
402
JMG Financial Group
Illinois
$373K
CWM
403
Curi Wealth Management
North Carolina
$367K +$59.8K +2,492 +20%
LWM
404
Laidlaw Wealth Management
New York
$364K -$258K -10,758 -42%
SPA
405
Sentinel Pension Advisors
Massachusetts
$364K -$107K -4,468 -23%
CCG
406
Ceeto Capital Group
Florida
$363K
LRPA
407
L. Roy Papp & Associates
Arizona
$361K
RFA
408
Resurgent Financial Advisors
Georgia
$357K -$45.8K -1,906 -11%
LFA
409
Landmark Financial Advisors
Kentucky
$355K -$37K -1,542 -10%
CP
410
Capital Planning
Washington
$347K -$3.38M -140,634 -91%
WAP
411
Wealthcare Advisory Partners
Pennsylvania
$344K +$341K +14,202 New
CA
412
CGN Advisors
Kansas
$338K +$335K +13,956 New
ATPW
413
Ashton Thomas Private Wealth
Arizona
$336K +$144 +6 +0%
CFO
414
CVA Family Office
Colorado
$336K +$192 +8 +0.1%
CFS
415
CRA Financial Services
New Jersey
$335K +$56.2K +2,340 +20%
ZIG
416
Zullo Investment Group
Pennsylvania
$333K +$1.87K +78 +0.6%
TAM
417
Titleist Asset Management
Texas
$327K +$6.82K +284 +2%
IAA
418
Independent Advisor Alliance
North Carolina
$321K +$318K +13,246 New
CYG
419
Clean Yield Group
Vermont
$315K -$711K -29,600 -69%
EAM
420
Empirical Asset Management
Massachusetts
$311K +$1.34K +56 +0.4%
SWA
421
Sightline Wealth Advisors
Connecticut
$309K +$50.2K +2,090 +20%
FFA
422
Florida Financial Advisors
Florida
$309K +$307K +12,764 New
Cerity Partners
423
Cerity Partners
New York
$309K +$306K +12,750 New
VI
424
VanderPol Investments
Michigan
$307K +$304K +12,658 New
LA
425
Latitude Advisors
Florida
$306K +$4.18K +174 +1%