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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
526
Topel & Distasi Wealth Management
California
-$6.97M -281,328 Closed
RA
527
RFG Advisory
Alabama
-$6.52M -263,178 Closed
PGWM
528
Parisi Gray Wealth Management
New Jersey
-$4.46M -180,222 Closed
LF
529
LifeSteps Financial
California
-$4.26M -171,910 Closed
LCC
530
Lincoln Capital Corp
Rhode Island
-$4.15M -167,608 Closed
WMR
531
Wealth Management Resources
Rhode Island
-$4M -161,624 Closed
AHSSHC
532
Adventist Health System Sunbelt Healthcare Corp
Florida
-$2.13M -85,800 Closed
FANJ
533
Financial Architects (New Jersey)
New Jersey
-$1.88M -76,042 Closed
CA
534
Calton & Associates
Florida
-$1.45M -58,424 Closed
RWA
535
Redhawk Wealth Advisors
Minnesota
-$1.16M -46,752 Closed
Cerity Partners
536
Cerity Partners
New York
-$1.12M -45,264 Closed
CPFP
537
Clear Perspectives Financial Planning
Ohio
-$740K -29,856 Closed
AWS
538
AJ Wealth Strategies
New York
-$629K -25,404 Closed
FNC
539
First National Corp
Massachusetts
-$568K -22,916 Closed
ACM
540
Armbruster Capital Management
New York
-$495K -19,974 Closed
CAG
541
Curtis Advisory Group
California
-$479K -19,354 Closed
BFPW
542
BOK Financial Private Wealth
Colorado
-$458K -18,492 Closed
LNC
543
Lincoln National Corp
Pennsylvania
-$442K -17,806 Closed
MCC
544
Money Concepts Capital
Florida
-$418K -16,856 Closed
CST
545
Charles Schwab Trust
Nevada
-$416K -16,790 Closed
HWM
546
HB Wealth Management
Georgia
-$391K -15,802 Closed
CSIA
547
Charles Schwab Investment Advisory
California
-$376K -15,154 Closed
ADL
548
Asset Dedication LLC
California
-$348K -14,064 Closed
ZIM
549
Zacks Investment Management
Illinois
-$315K -12,728 Closed
SHWM
550
Silicon Hills Wealth Management
Texas
-$243K -9,796 Closed