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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
176
Contravisory Investment Management
Massachusetts
$216K
SBA
177
Secrest Blakey & Associates
North Carolina
$214K -$9.77K -392 -4%
LFG
178
Larson Financial Group
Missouri
$207K -$151K -6,040 -42%
SPC
179
Sigma Planning Corp
Michigan
$201K +$201K +8,072 New
ADL
180
Asset Dedication LLC
California
$195K -$39.8K -1,598 -17%
SMG
181
Spectrum Management Group
Indiana
$191K +$191K +7,650 New
GAM
182
Gemmer Asset Management
California
$189K +$77.9K +3,124 +70%
AIM
183
Anchor Investment Management
South Carolina
$168K
US Bancorp
184
US Bancorp
Minnesota
$145K
ASN
185
Advisory Services Network
Georgia
$138K -$40.8K -1,638 -23%
ECM
186
Exchange Capital Management
Michigan
$133K +$52.9K +2,124 +66%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$127K
RCC
188
Red Cedar Capital
Nebraska
$122K +$8.47K +340 +7%
SWP
189
Stratos Wealth Partners
Ohio
$94K +$50 +2 +0.1%
1IA
190
1834 Investment Advisors
Wisconsin
$92K -$22.6K -906 -20%
BWA
191
Burt Wealth Advisors
Maryland
$86K -$142K -5,682 -62%
CTC
192
Central Trust Company
Missouri
$84K
DWM
193
Destination Wealth Management
California
$63K +$106K +4,242 New
WAM
194
Wealthspire Advisors (Maryland)
Maryland
$61K -$84.6K -3,394 -58%
VIA
195
Vantage Investment Advisors
Pennsylvania
$59K -$70.5K -2,828 -54%
SPIA
196
Steward Partners Investment Advisory
New York
$58K +$38.8K +1,558 +200%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$52K -$56.6K -2,270 -52%
ML
198
McAdam LLC
Pennsylvania
$47K +$47K +1,886 New
GRP
199
Global Retirement Partners
California
$36K -$7.98K -320 -18%
FRA
200
Front Row Advisors
California
$32K