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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
701
Kerr Financial Planning
California
$72 -$24 -1 -25%
IAS
702
IMA Advisory Services
Colorado
$4 – – –
BA
703
Ballast Advisors
Minnesota
– -$15.8M -650,187 Closed
PAYA
704
Phil A. Younker & Associates
Alaska
– -$9.8M -402,053 Closed
Flow Traders U.S.
705
Flow Traders U.S.
New York
– -$7.45M -305,607 Closed
IAN
706
Integrated Advisors Network
Texas
– -$3.74M -153,561 Closed
MWM
707
MFG Wealth Management
Indiana
– -$1.29M -53,088 Closed
FAM
708
Frontier Asset Management
Wyoming
– -$1.25M -51,361 Closed
JWCA
709
J.W. Cole Advisors
Florida
– -$1.18M -51,008 Closed
Apollon Wealth Management
710
Apollon Wealth Management
South Carolina
– -$1.1M -45,328 Closed
Renaissance Technologies
711
Renaissance Technologies
New York
– -$970K -39,823 Closed
Equitable Holdings
712
Equitable Holdings
New York
– -$721K -29,576 Closed
Diversify Advisory Services
713
Diversify Advisory Services
Utah
– -$659K -27,040 Closed
GWANC
714
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$517K -21,196 Closed
JF
715
Joule Financial
Kentucky
– -$481K -19,750 Closed
TA
716
TFB Advisors
Kansas
– -$376K -15,424 Closed
AIM
717
Archer Investment Management
Texas
– -$363K -14,902 Closed
Quantinno Capital Management
718
Quantinno Capital Management
New York
– -$360K -14,752 Closed
U.S. Capital Wealth Advisors
719
U.S. Capital Wealth Advisors
Texas
– -$359K -14,731 Closed
FAG
720
Financial Architects (Georgia)
Georgia
– -$329K -13,490 Closed
MA
721
McBroom & Associates
Nevada
– -$324K -13,296 Closed
Axxcess Wealth Management
722
Axxcess Wealth Management
California
– -$317K -13,011 Closed
SPW
723
Sonoma Private Wealth
California
– -$307K -12,581 Closed
Envestnet Portfolio Solutions
724
Envestnet Portfolio Solutions
Illinois
– -$286K -11,718 Closed
Brown Advisory
725
Brown Advisory
Maryland
– -$281K -11,519 Closed