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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
76
Financial Consulate
Maryland
$444K +$59.2K +2,338 +15%
RCA
77
Rowland Carmichael Advisors
Arizona
$438K +$437K +17,258 New
Bank of America
78
Bank of America
North Carolina
$437K +$78K +3,078 +22%
VFS
79
VSR Financial Services
Kansas
$401K -$24.7K -974 -6%
Morgan Stanley
80
Morgan Stanley
New York
$371K -$3.93M -154,902 -91%
BWM
81
BerganKDV Wealth Management
Minnesota
$322K +$321K +12,686 New
CWM
82
Concert Wealth Management
California
$317K +$314K +12,404 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$261K +$261K +10,284 New
Citigroup
84
Citigroup
New York
$254K
SGCA
85
Steel Grove Capital Advisors
Tennessee
$250K
ACM
86
Argentus Capital Management
Texas
$245K +$244K +9,630 New
PAG
87
Pinnacle Advisory Group
Maryland
$229K +$229K +9,024 New
SA
88
SRH Advisors
Kansas
$221K
BC
89
Barnett & Company
Tennessee
$209K +$208K +8,222 New
WAM
90
Wealthspire Advisors (Maryland)
Maryland
$197K +$13.8K +546 +8%
HF
91
Hoxton Financial
West Virginia
$188K +$188K +7,402 New
RFA
92
Reilly Financial Advisors
California
$125K +$18.3K +722 +17%
IA
93
IFP Advisors
Florida
$109K +$103K +4,052 +1,378%
GWM
94
Gupta Wealth Management
California
$101K
WOC
95
West Oak Capital
California
$74.4K
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$53K -$79.2K -3,126 -60%
BBPWM
97
Blue Bell Private Wealth Management
Pennsylvania
$52K
Creative Planning
98
Creative Planning
Kansas
$51K +$43.1K +1,700 +567%
VIA
99
Vantage Investment Advisors
Pennsylvania
$41K +$19.3K +762 +88%
MFS
100
MSI Financial Services
Massachusetts
$33K