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Schwab Short-Term US Treasury ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
176
MUFG Americas
New York
$972K +$5.06K +200 +0.5%
SDWMA
177
Schneider Downs Wealth Management Advisors
Pennsylvania
$964K +$21.4K +848 +2%
BWL
178
Bogart Wealth LLC
Virginia
$964K +$244K +9,670 +34%
SAMC
179
Spectrum Asset Management (California)
California
$926K -$11.6K -460 -1%
DI
180
Diligent Investors
California
$896K -$60.8K -2,404 -6%
IFS
181
Ifrah Financial Services
Arkansas
$894K +$68.5K +2,708 +8%
SAM
182
Summit Asset Management
Tennessee
$885K -$1.92K -76 -0.2%
JWM
183
Janiczek Wealth Management
Colorado
$876K +$46K +1,818 +6%
SC
184
Slow Capital
California
$842K +$50.1K +1,982 +6%
RW
185
REDW Wealth
New Mexico
$827K +$355K +14,028 +75%
LFS
186
Lutz Financial Services
Nebraska
$815K +$44.4K +1,758 +6%
GM
187
GeoWealth Management
Illinois
$812K +$812K +32,108 New
GAM
188
Gemmer Asset Management
California
$809K +$77.1K +3,048 +11%
WIC
189
Whitegate Investment Counselors
New Hampshire
$782K +$13.6K +538 +2%
BCI
190
Brinker Capital Investments
Pennsylvania
$776K +$28.2K +1,116 +4%
RA
191
Riversedge Advisors
Delaware
$771K – – –
BCMO
192
Buckingham Capital Management (Ohio)
Ohio
$769K -$75.3K -2,980 -9%
MAS
193
Managed Account Services
Florida
$753K +$46.5K +1,838 +7%
CWM
194
Confluence Wealth Management
Oregon
$751K -$41.2K -1,628 -5%
HCM
195
Hengehold Capital Management
Ohio
$747K -$96.3K -3,808 -11%
PFA
196
Pinnacle Family Advisors
Missouri
$745K -$698K -27,608 -48%
CCM
197
Carlson Capital Management
Minnesota
$738K -$116K -4,602 -14%
IA
198
IndexIQ Advisors
New York
$731K -$64.2M -2,541,230 -99%
AWMG
199
Alliance Wealth Management Group
New Jersey
$730K +$24.4K +966 +3%
TCM
200
Towercrest Capital Management
Pennsylvania
$730K +$24.4K +966 +3%
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