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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
476
BerganKDV Wealth Management
Minnesota
$8K – – –
GWMI
477
Guardian Wealth Management (Illinois)
Illinois
$8K – – –
CWA
478
Clearview Wealth Advisors
Oregon
$7K -$9.54K -380 -56%
MAM
479
Meeder Asset Management
Ohio
$7K – – –
LWP
480
Laurel Wealth Planning
Minnesota
$7K +$6.93K +276 New
Fidelity Investments
481
Fidelity Investments
Massachusetts
$6K -$51.6K -2,054 -89%
CAM
482
Costello Asset Management
Pennsylvania
$5K – – –
WB
483
Webster Bank
Connecticut
$5K – – –
BCMLT
484
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$5.22K +208 New
ANBT
485
American National Bank & Trust
Texas
$4K – – –
Arax Advisory Partners
486
Arax Advisory Partners
Colorado
$3K – – –
CWP
487
Concord Wealth Partners
Virginia
$3K – – –
Steward Partners Investment Advisory
488
Steward Partners Investment Advisory
New York
$3K – – –
QC
489
Quent Capital
New York
$3K +$3.21K +128 New
JFA
490
JNBA Financial Advisors
Minnesota
$2K -$2.56K -102 -56%
CWC
491
Carolinas Wealth Consulting
North Carolina
$2K – – –
MWA
492
Moser Wealth Advisors
Washington
$1K – – –
PWM
493
Provident Wealth Management
Tennessee
$1K +$1K +40 New
WIM
494
Westside Investment Management
California
$7 – – –
WFA
495
WestHill Financial Advisors
California
– -$24.1M -946,150 Closed
WOC
496
West Oak Capital
California
– -$10.6M -416,878 Closed
MWM
497
MinichMacGregor Wealth Management
New York
– -$10.6M -416,422 Closed
SPL
498
Smart Portfolios LLC
Washington
– -$6.64M -261,036 Closed
Renaissance Technologies
499
Renaissance Technologies
New York
– -$3.59M -141,200 Closed
MA
500
Menlo Advisors
California
– -$3.22M -126,840 Closed