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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
401
Planned Solutions
California
$618K -$5.62K -231 -0.9%
AFA
402
Amicus Financial Advisors
Texas
$613K -$316 -13 -0.1%
BWM
403
BCS Wealth Management
Tennessee
$612K -$614K -25,213 -50%
MSFS
404
Main Street Financial Solutions
Pennsylvania
$609K +$3.55K +146 +0.6%
KF
405
Krilogy Financial
Missouri
$602K -$645K -26,506 -52%
LOWM
406
Laurel Oak Wealth Management
New Jersey
$594K -$28.9K -1,189 -5%
PFGIA
407
Patriot Financial Group Insurance Agency
Massachusetts
$594K +$261K +10,740 +78%
SCA
408
Snowden Capital Advisors
New York
$591K +$593K +24,365 New
PPF
409
Pacific Park Financial
California
$589K +$157K +6,434 +36%
SWP
410
Sagespring Wealth Partners
Tennessee
$576K +$3.72K +153 +0.6%
CPIG
411
Chicago Partners Investment Group
Illinois
$575K +$1.61K +66 +0.3%
BF
412
Brucke Financial
Indiana
$572K +$62.7K +2,577 +12%
JIC
413
Johnson Investment Counsel
Ohio
$570K +$572K +23,498 New
MA
414
MONECO Advisors
Connecticut
$565K +$567K +23,298 New
ASN
415
Advisory Services Network
Georgia
$563K +$285K +11,718 +102%
ONB
416
Old National Bancorp
Indiana
$560K +$7.96K +327 +1%
Janney Montgomery Scott
417
Janney Montgomery Scott
Pennsylvania
$549K +$104K +4,269 +23%
HA
418
HC Advisors
Georgia
$546K +$69.3K +2,845 +14%
Citigroup
419
Citigroup
New York
$545K -$5.15M -211,671 -90%
P
420
&Partners
Tennessee
$542K +$282K +11,601 +105%
VWA
421
VSM Wealth Advisory
Maryland
$540K +$24 +1 +0%
UFA
422
Unify Financial Advisors
Florida
$535K +$13.9K +571 +3%
TWM
423
Tradition Wealth Management
Minnesota
$523K -$110K -4,505 -17%
NCM
424
Nelson Capital Management
California
$518K -$36.8K -1,512 -7%
BWM
425
Blossom Wealth Management
California
$508K +$15.7K +643 +3%