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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$300K +$300K +11,880 New
SA
102
SRH Advisors
Kansas
$296K +$49.8K +1,970 +20%
SGCA
103
Steel Grove Capital Advisors
Tennessee
$280K +$16.9K +670 +6%
WA
104
Wealth Architects
California
$276K -$233K -9,214 -99%
Citigroup
105
Citigroup
New York
$252K
WP
106
WealthSource Partners
California
$250K +$251K +9,922 New
SWP
107
Stratos Wealth Partners
Ohio
$250K +$251K +9,932 New
RW
108
REDW Wealth
New Mexico
$247K +$248K +9,800 New
WAM
109
Wealthspire Advisors (Maryland)
Maryland
$235K -$36.5K -1,442 -13%
EAM
110
Evanson Asset Management
California
$231K +$232K +9,172 New
ML
111
McAdam LLC
Pennsylvania
$228K +$229K +9,062 New
SDWMA
112
Schneider Downs Wealth Management Advisors
Pennsylvania
$214K +$215K +8,496 New
RPA
113
Rock Point Advisors
Vermont
$202K +$556 +22 +0.3%
SWM
114
SVA Wealth Management
Wisconsin
$202K +$202K +8,000 New
IAS
115
IMA Advisory Services
Colorado
$200K +$201K +7,940 New
RFA
116
Reilly Financial Advisors
California
$173K +$6.07K +240 +4%
BC
117
Barnett & Company
Tennessee
$171K -$2.53K -100 -1%
Creative Planning
118
Creative Planning
Kansas
$166K
SJIM
119
St. Johns Investment Management
Florida
$122K +$123K +4,850 New
AWM
120
AllSquare Wealth Management
New York
$121K
LTFS
121
Ladenburg Thalmann Financial Services
Florida
$114K +$58.5K +2,314 +103%
PH
122
Pinnacle Holdings
Oklahoma
$107K +$1.11K +44 +1%
GAM
123
Gemmer Asset Management
California
$74K +$52.6K +2,080 +242%
US Bancorp
124
US Bancorp
Minnesota
$60K +$59.8K +2,364 New
WOC
125
West Oak Capital
California
$58.7K