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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
26
Morningstar Investment Management
Illinois
$39.2M -$2.76M -113,181 -7%
SGAM
27
Stephens Group Asset Management
Arkansas
$37.5M -$13M -533,280 -26%
WA
28
Waverly Advisors
Alabama
$36.9M +$15.7M +643,713 +73%
DC
29
Davenport & Co
Virginia
$36.2M -$5.78M -237,574 -14%
WJA
30
Willis Johnson & Associates
Texas
$35.4M +$2.4M +98,635 +7%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$34M -$904K -37,144 -3%
AFS
32
Access Financial Services
Minnesota
$33.6M +$53.8K +2,210 +0.2%
MCM
33
MAI Capital Management
Ohio
$33.1M +$2.48M +102,019 +8%
LIM
34
Leavell Investment Management
Alabama
$33.1M +$1.94M +79,514 +6%
BCP
35
Blackhawk Capital Partners
Wisconsin
$30.1M +$30.2M +1,241,367 New
PCM
36
Passive Capital Management
Maryland
$30M +$1.66M +68,149 +6%
KIM
37
Kestra Investment Management
Texas
$29.3M +$29.4M +1,208,324 New
UCMOK
38
United Capital Management of KS
Kansas
$28.5M +$1.11M +45,606 +4%
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$27.8M +$7.21M +296,365 +35%
CST
40
Charles Schwab Trust
Nevada
$26.7M +$1.57M +64,464 +6%
AWM
41
Avior Wealth Management
Nebraska
$25.7M +$1.81M +74,310 +8%
HF
42
Holcombe Financial
Georgia
$25M +$1.7M +69,726 +7%
MWC
43
MBM Wealth Consultants
Missouri
$23.4M +$1.54M +63,131 +7%
GGS
44
Galvin Gaustad & Stein
Arizona
$21.5M +$104K +4,262 +0.5%
JAG
45
Journey Advisory Group
Kentucky
$20.9M +$1.57M +64,548 +8%
CMP
46
Courage Miller Partners
Virginia
$19.9M +$620K +25,466 +3%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$19.5M -$6.07M -249,561 -24%
RWB
48
RMR Wealth Builders
New Jersey
$19.3M +$3.4M +139,553 +21%
NG
49
Novem Group
New York
$19.2M +$805K +33,051 +4%
AF
50
Advisornet Financial
Minnesota
$18.9M -$247K -10,137 -1%