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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
151
Windsor Wealth Management
Indiana
$600K +$601K +24,220 New
AWMG
152
Alliance Wealth Management Group
New Jersey
$589K +$102K +4,116 +21%
TCM
153
Towercrest Capital Management
Pennsylvania
$589K +$102K +4,116 +21%
RCA
154
Rowland Carmichael Advisors
Arizona
$577K -$16.2K -652 -3%
PWA
155
Providence Wealth Advisors
Illinois
$539K -$11.2K -450 -2%
TPWA
156
TRUE Private Wealth Advisors
Oregon
$531K -$3.77K -152 -0.7%
FF
157
Friedenthal Financial
New Jersey
$525K +$17.3K +696 +3%
DBRC
158
D.B. Root & Company
Pennsylvania
$507K +$40.1K +1,616 +9%
NL
159
NWAM LLC
Washington
$498K +$499K +20,112 New
VCM
160
Virtue Capital Management
Tennessee
$497K +$207K +8,322 +71%
CMBA
161
C.M. Bidwell & Associates
Hawaii
$491K -$252K -10,136 -34%
EK
162
Evensky & Katz
Florida
$483K +$320K +12,892 +195%
DP
163
DDD Partners
Washington
$476K +$477K +19,216 New
WAM
164
Weatherly Asset Management
California
$471K – – –
HB
165
Homrich & Berg
Georgia
$464K – – –
PAG
166
Private Advisor Group
New Jersey
$447K +$65K +2,620 +17%
ECM
167
Exchange Capital Management
Michigan
$434K +$290K +11,694 +201%
AA
168
Alesco Advisors
New York
$428K +$429K +17,280 New
SGCA
169
Steel Grove Capital Advisors
Tennessee
$419K – – –
MI
170
Moneywise Inc
Virginia
$416K +$68.8K +2,770 +20%
SBH
171
Segall Bryant & Hamill
Illinois
$397K +$397K +16,000 New
JC
172
Jentner Corp
Ohio
$392K -$27.1K -1,092 -6%
RW
173
REDW Wealth
New Mexico
$379K -$81.7K -3,290 -18%
CA
174
Calton & Associates
Florida
$375K -$199 -8 -0.1%
EWM
175
Evermay Wealth Management
Virginia
$373K – – –
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7
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