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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
151
Merit Financial Group
Georgia
$3.11M +$560K +23,130 +22%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$3.05M +$2.49M +102,668 +456%
LEFP
153
Leading Edge Financial Planning
Tennessee
$3.03M -$53.6K -2,214 -2%
MHR
154
Matthew Hamilton Rosenberg
$3M +$1.07M +44,206 +56%
CMA
155
Cedar Mountain Advisors
Oregon
$2.98M +$194K +8,018 +7%
FVWA
156
Foster Victor Wealth Advisors
South Carolina
$2.97M -$1.14M -47,008 -28%
SSWM
157
Sheets Smith Wealth Management
North Carolina
$2.96M +$225K +9,306 +8%
LWM
158
Laidlaw Wealth Management
New York
$2.95M -$352K -14,556 -11%
IA
159
IFP Advisors
Florida
$2.92M -$1.45M -59,678 -34%
RTL
160
Red Tortoise LLC
Georgia
$2.89M +$639K +26,386 +29%
SPIO
161
Seven Post Investment Office
California
$2.89M -$82.1K -3,390 -3%
AWMG
162
Alliance Wealth Management Group
New Jersey
$2.82M +$207K +8,566 +8%
TCM
163
Towercrest Capital Management
Pennsylvania
$2.82M +$207K +8,566 +8%
BIA
164
Bigelow Investment Advisors
Maine
$2.77M -$3.56M -146,838 Closed
DPI
165
Diversified Portfolios Inc
Michigan
$2.71M +$142K +5,880 +6%
BCM
166
Beaumont Capital Management
Massachusetts
$2.68M +$2.66M +109,850 New
TIM
167
Tortoise Investment Management
New York
$2.58M +$760K +31,394 +42%
WA
168
WBH Advisory
Maryland
$2.49M +$2.47M +102,006 New
CA
169
Cambridge Associates
Massachusetts
$2.42M -$1.49M -61,698 -38%
LA
170
Lifeworks Advisors
Michigan
$2.34M +$64.2K +2,650 +3%
SAM
171
SignalPoint Asset Management
Missouri
$2.31M -$13.8K -570 -0.6%
FA
172
Fortis Advisors
Pennsylvania
$2.26M +$11.3K +466 +0.5%
MIS
173
Morningstar Investment Services
Illinois
$2.23M -$47.8K -1,974 -2%
KF
174
Krilogy Financial
Missouri
$2.23M -$13.6M -560,910 -86%
OIA
175
OneDigital Investment Advisors
Kansas
$2.22M -$3.39M -140,030 -61%