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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CJ
551
Caitlin John
Michigan
$36.4K -$36.6K -1,512 -50%
Parallel Advisors
552
Parallel Advisors
California
$35.1K +$30.4K +1,256 +616%
Wilmington Savings Fund Society
553
Wilmington Savings Fund Society
Delaware
$34.1K -$2.25K -93 -6%
Bank of Montreal
554
Bank of Montreal
Ontario, Canada
$34K -$126M -5,214,514 -100%
SIM
555
Synergy Investment Management
Florida
$31.5K +$31.7K +1,308 New
CoreCap Advisors
556
CoreCap Advisors
Michigan
$31K -$7.7K -318 -20%
AW
557
Avion Wealth
Texas
$31K – – –
AEPWM
558
Atlantic Edge Private Wealth Management
Florida
$30.6K +$30.8K +1,270 New
HI
559
Hendershot Investments
Virginia
$30.6K +$9.2K +380 +43%
SIS
560
Sound Income Strategies
Florida
$30.5K +$11.1K +459 +57%
Spire Wealth Management
561
Spire Wealth Management
Virginia
$29.4K – – –
Smartleaf Asset Management
562
Smartleaf Asset Management
Massachusetts
$28.5K +$24 +1 +0.1%
BOK Financial
563
BOK Financial
Oklahoma
$28.3K -$330K -13,630 -92%
AWM
564
AllSquare Wealth Management
New York
$26.2K -$24 -1 -0.1%
GSWM
565
Golden State Wealth Management
California
$25.8K +$26K +1,073 New
KSB
566
Kennebec Savings Bank
Maine
$25.8K – – –
AP
567
Aspect Partners
Virginia
$25.7K +$25.9K +1,068 New
OPTFSNA
568
Old Point Trust & Financial Services N A
Virginia
$24.5K +$24.7K +1,020 New
VFM
569
Vision Financial Markets
Connecticut
$24.1K +$24.2K +1,000 New
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$23.4K +$13.2K +544 +127%
1IA
571
1620 Investment Advisors
Massachusetts
$22.9K – – –
WWMSC
572
Wagner Wealth Management (South Carolina)
South Carolina
$21.9K +$5.69K +235 +35%
BHWM
573
Beaird Harris Wealth Management
Texas
$20.9K -$823 -34 -4%
NFSG
574
Newbridge Financial Services Group
Florida
$20.8K +$20.9K +864 New
BBPWM
575
Blue Bell Private Wealth Management
Pennsylvania
$20.3K – – –