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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
151
AlphaStar Capital Management
North Carolina
$265K +$212K +8,448 New
CA
152
Capital Advantage
California
$259K -$954 -38 -0.4%
BIA
153
Bigelow Investment Advisors
Maine
$253K +$254K +10,132 New
PAG
154
Private Advisor Group
New Jersey
$250K -$50.2K -2,000 -17%
Citigroup
155
Citigroup
New York
$250K
JWA
156
JFS Wealth Advisors
Pennsylvania
$246K +$128K +5,104 +108%
DIS
157
Diversified Investment Strategies
Louisiana
$240K -$213K -8,500 -47%
RW
158
REDW Wealth
New Mexico
$237K +$5.82K +232 +3%
ADL
159
Asset Dedication LLC
California
$236K -$78.7K -3,136 -25%
BWA
160
Burt Wealth Advisors
Maryland
$229K -$44.8K -1,786 -16%
SBA
161
Secrest Blakey & Associates
North Carolina
$225K +$226K +8,990 New
CIM
162
Contravisory Investment Management
Massachusetts
$217K -$12.3K -488 -5%
MSAM
163
Moloney Securities Asset Management
Missouri
$216K
AWM
164
AE Wealth Management
Kansas
$209K +$210K +8,374 New
RPA
165
Rock Point Advisors
Vermont
$205K +$5.52K +220 +3%
MI
166
Moneywise Inc
Virginia
$205K +$206K +8,196 New
MWP
167
MYCIO Wealth Partners
Pennsylvania
$200K
ASN
168
Advisory Services Network
Georgia
$179K +$6.23K +248 +4%
AIM
169
Anchor Investment Management
South Carolina
$169K +$50.2K +2,000 +42%
WAM
170
Wealthspire Advisors (Maryland)
Maryland
$147K -$22.6K -900 -13%
US Bancorp
171
US Bancorp
Minnesota
$146K +$102K +4,076 +232%
VIA
172
Vantage Investment Advisors
Pennsylvania
$130K +$59.4K +2,366 +83%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$128K +$54.7K +2,180 +74%
1IA
174
1834 Investment Advisors
Wisconsin
$115K +$115K +4,594 New
CA
175
Calton & Associates
Florida
$115K +$116K +4,626 New