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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
451
Tactive Advisors
Florida
$443K +$11.8K +484 +3%
SG
452
Somerset Group
Minnesota
$440K -$5.94K -244 -1%
B
453
Birchbrook
Maine
$436K -$779 -32 -0.2%
SIAG
454
Signet Investment Advisory Group
Rhode Island
$433K +$5.48K +225 +1%
BCWM
455
Bartlett & Co Wealth Management
Ohio
$432K +$30.1K +1,235 +7%
SAW
456
Signal Advisors Wealth
Michigan
$426K +$427K +17,533 New
BHFP
457
Blom & Howell Financial Planning
California
$422K -$5.11K -210 -1%
KGP
458
Keystone Global Partners
Colorado
$420K
TF
459
Trek Financial
Arizona
$418K +$420K +17,240 New
OBWG
460
Onyx Bridge Wealth Group
New York
$418K
SWM
461
SeaCrest Wealth Management
New York
$418K -$56K -2,302 -12%
AssetMark Inc
462
AssetMark Inc
California
$416K -$6.31M -259,210 -94%
PSCM
463
Per Stirling Capital Management
Texas
$409K -$2.02K -83 -0.5%
NFS
464
NewCorp Financial Services
Georgia
$408K -$19.8K -812 -5%
KPP
465
Kings Path Partners
Texas
$406K -$50.5K -2,076 -11%
LEFP
466
Leading Edge Financial Planning
Tennessee
$405K -$3.97K -163 -1%
CCM
467
Chilton Capital Management
Texas
$392K +$25.8K +1,060 +7%
PPWM
468
Perissos Private Wealth Management
Oklahoma
$384K +$385K +15,817 New
RFG
469
RFP Financial Group
Georgia
$383K +$385K +15,798 New
BAAM
470
Baker Avenue Asset Management
California
$382K
AWA
471
Arkadios Wealth Advisors
Georgia
$380K -$19.6K -806 -5%
DWM
472
Dopkins Wealth Management
New York
$379K
SPIA
473
Steward Partners Investment Advisory
New York
$378K -$149K -6,118 -28%
BAM
474
Belpointe Asset Management
Nevada
$373K -$131K -5,371 -26%
FCA
475
Fortis Capital Advisors
Kansas
$373K -$131K -5,371 -26%