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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
151
Tradition Wealth Management
Minnesota
$3.44M -$4.19M -172,926 -55%
ISWM
152
Independent Solutions Wealth Management
New York
$3.29M +$173K +7,134 +5%
REMPR
153
Roof Eidam Maycock Peralta (REMP)
California
$3.26M +$2.91K +120 +0.1%
BFG
154
Bleakley Financial Group
New Jersey
$3.25M -$96.2K -3,966 -3%
SS
155
Simplicity Solutions
Minnesota
$3.25M -$96.2K -3,966 -3%
TC
156
TownSquare Capital
Utah
$3.21M +$3.24M +133,732 New
BWM
157
Brown Wealth Management
Illinois
$3.15M +$3.18M +131,170 New
TIM
158
Tortoise Investment Management
New York
$3.06M +$524K +21,622 +20%
CMA
159
Cedar Mountain Advisors
Oregon
$3.04M +$108K +4,468 +4%
AWS
160
Aspen Wealth Strategies
Colorado
$2.98M -$286K -11,798 -9%
Kovitz Investment Group Partners
161
Kovitz Investment Group Partners
Illinois
$2.85M -$3.02M -124,476 -51%
DPI
162
Diversified Portfolios Inc
Michigan
$2.77M +$105K +4,336 +4%
LEFP
163
Leading Edge Financial Planning
Tennessee
$2.77M -$222K -9,152 -7%
MFG
164
Merit Financial Group
Georgia
$2.76M -$305K -12,594 -10%
KWM
165
Kingsview Wealth Management
Oregon
$2.75M -$1M -41,382 -27%
BIA
166
Bigelow Investment Advisors
Maine
$2.64M +$2.66M +109,758 New
FFA
167
Farther Finance Advisors
California
$2.62M +$568K +23,408 +27%
CA
168
Cetera Advisors
Colorado
$2.57M +$512K +21,134 +25%
BCM
169
Beaumont Capital Management
Massachusetts
$2.57M -$66.7K -2,752 -3%
FVWA
170
Foster Victor Wealth Advisors
South Carolina
$2.55M -$375K -15,448 -13%
RTL
171
Red Tortoise LLC
Georgia
$2.53M -$329K -13,566 -11%
IA
172
IFP Advisors
Florida
$2.52M -$310K -12,780 -11%
TCWM
173
Total Clarity Wealth Management
Illinois
$2.5M -$1.21M -49,724 -32%
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$2.46M +$2.48M +102,432 New
Financial Engines Advisors
175
Financial Engines Advisors
California
$2.42M +$790K +32,564 +48%