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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
526
Beverly Hills Private Wealth
California
$205K +$204K +8,399 New
VFIC
527
Valley Forge Investment Consultants
Pennsylvania
$205K +$204K +8,386 New
Pathstone Holdings
528
Pathstone Holdings
New Jersey
$205K +$1.87K +77 +0.9%
RFA
529
Resurgent Financial Advisors
Georgia
$203K -$134K -5,519 -40%
TIA
530
Traphagen Investment Advisors
New Jersey
$202K -$2.26K -93 -1%
WLIM
531
White Lighthouse Investment Management
Massachusetts
$202K -$9.98K -410 -5%
AWA
532
Arete Wealth Advisors
Illinois
$201K +$201K +8,253 New
LGA
533
Lebenthal Global Advisors
New York
$200K +$200K +8,206 New
AC
534
Anson Capital
Georgia
$200K +$200K +8,200 New
AUB
535
Atlantic Union Bankshares
Virginia
$193K +$38.8K +1,596 +25%
SA
536
SRH Advisors
Kansas
$186K
CTC
537
Central Trust Company
Missouri
$177K -$2.36K -97 -1%
MFA
538
Morling Financial Advisors
California
$169K +$48.2K +1,979 +40%
Fifth Third Bancorp
539
Fifth Third Bancorp
Ohio
$165K +$151K +6,203 +1,149%
CIM
540
Contravisory Investment Management
Massachusetts
$157K
MSWA
541
Marshall & Sterling Wealth Advisors
New York
$151K +$1.53K +63 +1%
FDW
542
Fourth Dimension Wealth
Ohio
$132K -$10.6K -434 -7%
CIA
543
Cape Investment Advisory
Georgia
$131K -$34.1K -1,401 -21%
GBT
544
Grove Bank & Trust
Florida
$130K +$68.5K +2,815 +112%
TPCW
545
TD Private Client Wealth
New York
$127K -$12K -493 -9%
PTC
546
Private Trust Company
Ohio
$126K -$10.8K -443 -8%
LFG
547
Larson Financial Group
Missouri
$126K -$1.66K -68 -1%
VFA
548
Valeo Financial Advisors
Indiana
$123K +$105K +4,330 +33%
CAL
549
Capital Analysts LLC
Pennsylvania
$120K +$5.21K +214 +5%
EB
550
Eastern Bank
Massachusetts
$119K