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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LK
451
Lumbard & Kellner
New Hampshire
$450K -$400K -16,434 -47%
Natixis Advisors
452
Natixis Advisors
Massachusetts
$446K -$21.1K -868 -5%
TA
453
Tactive Advisors
Florida
$443K +$11.8K +484 +3%
SG
454
Somerset Group
Minnesota
$440K -$5.94K -244 -1%
B
455
Birchbrook
Maine
$436K -$779 -32 -0.2%
SIAG
456
Signet Investment Advisory Group
Rhode Island
$433K +$5.48K +225 +1%
Bartlett & Co Wealth Management
457
Bartlett & Co Wealth Management
Ohio
$432K +$30.1K +1,235 +7%
SAW
458
Signal Advisors Wealth
Michigan
$426K +$427K +17,533 New
BHFP
459
Blom & Howell Financial Planning
California
$422K -$5.11K -210 -1%
KGP
460
Keystone Global Partners
Colorado
$420K – – –
TF
461
Trek Financial
Arizona
$418K +$420K +17,240 New
OBWG
462
Onyx Bridge Wealth Group
New York
$418K – – –
SWM
463
SeaCrest Wealth Management
New York
$418K -$56K -2,302 -12%
AssetMark Inc
464
AssetMark Inc
California
$416K -$6.31M -259,210 -94%
PSCM
465
Per Stirling Capital Management
Texas
$409K -$2.02K -83 -0.5%
NFS
466
NewCorp Financial Services
Georgia
$408K -$19.8K -812 -5%
KPP
467
Kings Path Partners
Texas
$406K -$50.5K -2,076 -11%
LEFP
468
Leading Edge Financial Planning
Tennessee
$405K -$3.97K -163 -1%
Chilton Capital Management
469
Chilton Capital Management
Texas
$392K +$25.8K +1,060 +7%
PPWM
470
Perissos Private Wealth Management
Oklahoma
$384K +$385K +15,817 New
RFG
471
RFP Financial Group
Georgia
$383K +$385K +15,798 New
Baker Avenue Asset Management
472
Baker Avenue Asset Management
California
$382K – – –
Arkadios Wealth Advisors
473
Arkadios Wealth Advisors
Georgia
$380K -$19.6K -806 -5%
DWM
474
Dopkins Wealth Management
New York
$379K – – –
Steward Partners Investment Advisory
475
Steward Partners Investment Advisory
New York
$378K -$149K -6,118 -28%