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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$4.29M -$3.25M -133,390 -43%
Lido Advisors
152
Lido Advisors
California
$4.17M +$2.29M +94,056 +122%
BIA
153
Bigelow Investment Advisors
Maine
$4.17M -$257K -10,554 -6%
HCM
154
Hutchinson Capital Management
California
$4.16M -$31.4K -1,292 -0.8%
CKAIS
155
Christensen King & Associates Investment Services
Washington
$3.96M +$104K +4,287 +3%
CCWA
156
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.94M +$73 +3 +0%
GHA
157
GW Henssler & Associates
Georgia
$3.9M -$128K -5,275 -3%
Focus Partners Wealth
158
Focus Partners Wealth
Massachusetts
$3.75M +$394K +16,206 +12%
CWA
159
Cornerstone Wealth Advisors
Minnesota
$3.64M -$3.97K -163 -0.1%
PK
160
Pflug Koory
Nebraska
$3.63M +$318K +13,081 +10%
SWP
161
SIMA Wealth Partners
Virginia
$3.62M -$24.2K -994 -0.7%
BlackRock
162
BlackRock
New York
$3.61M -$4.29M -176,426 -54%
AF
163
Allworth Financial
California
$3.6M +$629K +25,830 +21%
NP
164
NorthRock Partners
Minnesota
$3.55M +$3.54M +145,507 New
BCM
165
Brookstone Capital Management
Illinois
$3.52M +$39.7K +1,633 +1%
AIS
166
American Investment Services
Massachusetts
$3.42M +$180K +7,402 +6%
GCG
167
Gilbert Capital Group
Maine
$3.38M -$320K -13,157 -9%
BPA
168
Beacon Pointe Advisors
California
$3.32M +$335K +13,757 +11%
SF
169
Summit Financial
New Jersey
$3.31M +$3.3M +135,582 New
KPWS
170
Kestra Private Wealth Services
Texas
$3.29M -$912K -37,480 -22%
BAM
171
Berkshire Asset Management
Pennsylvania
$3.28M +$82.5K +3,389 +3%
SSWM
172
Sheets Smith Wealth Management
North Carolina
$3.2M -$187K -7,672 -6%
VCA
173
Verdence Capital Advisors
Maryland
$3.14M +$409K +16,822 +15%
LTL
174
Lowery Thomas LLC
California
$3.14M +$152K +6,256 +5%
JBW
175
Journey Beyond Wealth
Georgia
$3.09M +$189K +7,775 +7%