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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
401
Three Seasons Wealth
Utah
$622K +$623K +25,609 New
AWM
402
Accurate Wealth Management
Florida
$620K -$285K -11,710 -31%
PS
403
Planned Solutions
California
$618K -$5.62K -231 -0.9%
AFA
404
Amicus Financial Advisors
Texas
$613K -$316 -13 -0.1%
BWM
405
BCS Wealth Management
Tennessee
$612K -$614K -25,213 -50%
MSFS
406
Main Street Financial Solutions
Pennsylvania
$609K +$3.55K +146 +0.6%
Krilogy Financial
407
Krilogy Financial
Missouri
$602K -$645K -26,506 -52%
LOWM
408
Laurel Oak Wealth Management
New Jersey
$594K -$28.9K -1,189 -5%
PFGIA
409
Patriot Financial Group Insurance Agency
Massachusetts
$594K +$261K +10,740 +78%
SCA
410
Snowden Capital Advisors
New York
$591K +$593K +24,365 New
PPF
411
Pacific Park Financial
California
$589K +$157K +6,434 +36%
Sagespring Wealth Partners
412
Sagespring Wealth Partners
Tennessee
$576K +$3.72K +153 +0.6%
Chicago Partners Investment Group
413
Chicago Partners Investment Group
Illinois
$575K +$1.61K +66 +0.3%
BF
414
Brucke Financial
Indiana
$572K +$62.7K +2,577 +12%
Johnson Investment Counsel
415
Johnson Investment Counsel
Ohio
$570K +$572K +23,498 New
MA
416
MONECO Advisors
Connecticut
$565K +$567K +23,298 New
Advisory Services Network
417
Advisory Services Network
Georgia
$563K +$285K +11,718 +102%
Old National Bancorp
418
Old National Bancorp
Indiana
$560K +$7.96K +327 +1%
Janney Montgomery Scott
419
Janney Montgomery Scott
Pennsylvania
$549K +$104K +4,269 +23%
HA
420
HC Advisors
Georgia
$546K +$69.3K +2,845 +14%
Citigroup
421
Citigroup
New York
$545K -$5.15M -211,671 -90%
&Partners
422
&Partners
Tennessee
$542K +$282K +11,601 +105%
VWA
423
VSM Wealth Advisory
Maryland
$540K +$24 +1 +0%
UFA
424
Unify Financial Advisors
Florida
$535K +$13.9K +571 +3%
TWM
425
Tradition Wealth Management
Minnesota
$523K -$110K -4,505 -17%