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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GHA
126
GW Henssler & Associates
Georgia
$4.69M -$515K -21,488 -10%
TIM
127
Tortoise Investment Management
New York
$4.65M +$46.5K +1,938 +1%
CFP
128
Curran Financial Partners
South Carolina
$4.63M +$180K +7,504 +4%
AF
129
Allworth Financial
California
$4.58M -$1.09M -45,344 -19%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$4.54M +$64K +2,668 +1%
HC
131
Hamilton Capital
Ohio
$4.53M +$69.5K +2,896 +2%
HI
132
Harrington Investments
California
$4.51M
US Bancorp
133
US Bancorp
Minnesota
$4.5M -$1.01M -42,000 -18%
BAM
134
Berkshire Asset Management
Pennsylvania
$4.42M +$4.41M +183,698 New
EWA
135
ERTS Wealth Advisors
Michigan
$4.39M -$15.8K -658 -0.4%
SIM
136
Studio Investment Management
Illinois
$4.38M +$548K +22,854 +14%
IWC
137
Integrated Wealth Concepts
Massachusetts
$4.37M +$57.8K +2,410 +1%
ISWM
138
Independent Solutions Wealth Management
New York
$4.36M -$253K -10,528 -5%
NWMG
139
National Wealth Management Group
Ohio
$4.36M -$61.9K -2,580 -1%
BFG
140
Bleakley Financial Group
New Jersey
$4.33M -$703K -29,322 -14%
SW
141
Simplicity Wealth
New Jersey
$4.33M -$703K -29,322 -14%
SHWM
142
Smith & Howard Wealth Management
Georgia
$4.32M -$1.5M -62,570 -26%
RTL
143
Red Tortoise LLC
Georgia
$4.23M +$55.5K +2,316 +1%
RWB
144
RMR Wealth Builders
New Jersey
$4.2M +$240K +10,026 +6%
BIM
145
Breakwater Investment Management
Washington
$4.19M -$408K -17,032 -9%
TWM
146
Tradition Wealth Management
Minnesota
$4.19M -$7.12M -296,902 -63%
CCWA
147
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.96M +$28.3K +1,182 +0.7%
SSWM
148
Sheets Smith Wealth Management
North Carolina
$3.91M +$247K +10,294 +7%
CKAIS
149
Christensen King & Associates Investment Services
Washington
$3.81M +$30.3K +1,262 +0.8%
HCM
150
Hutchinson Capital Management
California
$3.76M +$8.44K +352 +0.2%