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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ProVise Management Group
476
ProVise Management Group
Florida
$225K -$3.04K -126 -1%
SVB Wealth
477
SVB Wealth
Massachusetts
$224K +$225K +9,300 New
Ethos Financial Group
478
Ethos Financial Group
Pennsylvania
$224K -$193K -8,004 -46%
Independent Advisor Alliance
479
Independent Advisor Alliance
North Carolina
$223K -$96.3K -3,988 -30%
Raymond James Trust
480
Raymond James Trust
Florida
$221K – – –
VI
481
VanderPol Investments
Michigan
$220K -$84.9K -3,514 -28%
IHT Wealth Management
482
IHT Wealth Management
Illinois
$219K -$12.8K -532 -6%
OneAscent Financial Services
483
OneAscent Financial Services
Alabama
$219K -$32.7K -1,354 -13%
Foster & Motley
484
Foster & Motley
Ohio
$218K -$145 -6 -0.1%
IAIM
485
International Assets Investment Management
Florida
$214K +$215K +8,920 New
CFGSD
486
Compass Financial Group (South Dakota)
South Dakota
$212K +$213K +8,800 New
Perennial Investment Advisors
487
Perennial Investment Advisors
California
$212K -$29K -1,200 -12%
CIBC Private Wealth Group
488
CIBC Private Wealth Group
Georgia
$211K +$213K +8,800 New
Logan Capital Management
489
Logan Capital Management
Pennsylvania
$210K +$12.2K +504 +6%
BDWCC
490
B&D White Capital Company
Texas
$207K – – –
Clear Creek Financial Management
491
Clear Creek Financial Management
Washington
$205K +$205K +8,502 New
Weatherly Asset Management
492
Weatherly Asset Management
California
$205K -$48 -2 -0%
SA
493
SRH Advisors
Kansas
$194K – – –
Alaska Permanent Capital Management
494
Alaska Permanent Capital Management
Alaska
$190K – – –
LFA
495
LGT Financial Advisors
Texas
$186K – – –
CHA
496
Carmichael Hill & Associates
Maryland
$168K +$18.5K +768 +12%
Silver Oak Securities
497
Silver Oak Securities
Tennessee
$157K -$1.44M -59,464 -90%
CIM
498
Contravisory Investment Management
Massachusetts
$155K – – –
FG
499
Fairman Group
Pennsylvania
$151K – – –
CIA
500
Cape Investment Advisory
Georgia
$143K +$17.8K +736 +14%