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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
501
Soltis Investment Advisors
Utah
$239K -$94.9K -3,902 -28%
Fidelity Investments
502
Fidelity Investments
Massachusetts
$237K +$38.1K +1,565 +19%
RWA
503
Roberts Wealth Advisors
California
$236K -$94.3K -3,874 -29%
IPA
504
Investment Planning Advisors
Georgia
$236K +$31.6K +1,300 +16%
LA
505
LexAurum Advisors
Kansas
$235K +$235K +9,638 New
HW
506
HORAN Wealth
Ohio
$233K +$232K +9,553 New
GCM
507
Generation Capital Management
New York
$232K – – –
AIFAIM
508
American Institute for Advanced Investment Management
Arizona
$232K – – –
LIA
509
Lynx Investment Advisory
District of Columbia
$230K +$3.46K +142 +2%
FM
510
Foster & Motley
Ohio
$228K +$13.4K +551 +6%
MWM
511
Modera Wealth Management
New Jersey
$228K +$227K +9,344 New
WA
512
WPG Advisers
Maryland
$226K -$365 -15 -0.2%
W
513
WorthPointe
California
$226K -$13.8K -567 -6%
GVAG
514
Great Valley Advisor Group
Delaware
$224K +$224K +9,206 New
SPA
515
Sentinel Pension Advisors
Massachusetts
$222K +$1.14K +47 +0.5%
PA
516
PFG Advisors
Arizona
$222K +$221K +9,085 New
BCM
517
Blume Capital Management
California
$217K – – –
MWM
518
Meridian Wealth Management
Kentucky
$214K +$681 +28 +0.3%
AIA
519
Accelerate Investment Advisors
California
$210K +$209K +8,588 New
SA
520
Strategic Advocates
Utah
$209K -$8.95K -368 -4%
TA
521
TPG Advisors
Illinois
$208K -$39.9K -1,640 -16%
AO
522
Advisor OS
Illinois
$208K +$2.65K +109 +1%
WAM
523
Weatherly Asset Management
California
$207K – – –
BDFN
524
Bond & Devick Financial Network
Minnesota
$206K +$206K +8,453 New
NSG
525
Nalls Sherbakoff Group
Tennessee
$205K – – –