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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T
526
Transce3nd
Texas
$95.7K +$96.3K +3,977 New
HNW
527
High Note Wealth
Minnesota
$94.9K +$95.5K +3,944 New
PTC
528
Private Trust Company
Ohio
$92.2K +$6.9K +285 +8%
AE Wealth Management
529
AE Wealth Management
Kansas
$91.5K +$92.1K +3,802 New
Central Trust Company
530
Central Trust Company
Missouri
$90.8K +$45.9K +1,895 +101%
Blue Trust Inc
531
Blue Trust Inc
Georgia
$88.5K -$323K -13,334 -78%
Bogart Wealth LLC
532
Bogart Wealth LLC
Virginia
$72.1K +$799 +33 +1%
WWA
533
Wingate Wealth Advisors
Massachusetts
$64.2K +$64.7K +2,670 New
RMP
534
Richards, Merrill & Peterson
Washington
$63.1K +$63.5K +2,622 New
FW
535
Fairway Wealth
Ohio
$62K +$62.4K +2,578 New
PCM
536
Perritt Capital Management
Illinois
$60.1K +$60.4K +2,496 New
WWP
537
WR Wealth Planners
Missouri
$59K +$726 +30 +1%
NB
538
NBT Bank
New York
$57.4K – – –
FFA
539
Founders Financial Alliance
North Carolina
$57.3K +$533 +22 +0.9%
FRA
540
Front Row Advisors
California
$54.8K – – –
TCM
541
Tradewinds Capital Management
Washington
$54.6K +$97 +4 +0.2%
CFP
542
Comprehensive Financial Planning
Pennsylvania
$54.6K +$54.9K +2,268 New
FA
543
Fedenia Advisers
Wisconsin
$54K +$54.3K +2,244 New
BAM
544
Bellevue Asset Management
Washington
$50.9K -$52.4K -2,164 -51%
FFWM
545
Future Financial Wealth Management
Ohio
$50.6K +$460 +19 +0.9%
VWM
546
Venturi Wealth Management
Texas
$49.5K -$17K -704 -26%
DCM
547
Davis Capital Management
Florida
$47.9K -$5.81K -240 -11%
MCM
548
MidAtlantic Capital Management
Virginia
$47.7K – – –
NorthRock Partners
549
NorthRock Partners
Minnesota
$43.1K -$1.48K -61 -3%
GJIA
550
Glass Jacobson Investment Advisors
Maryland
$38.6K – – –