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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIAN
176
Mariner Independent Advisor Network
Kansas
$2.01M +$36.1K +1,476 +2%
CPO
177
Cerity Partners OCIO
New York
$1.99M – – –
TPCW
178
TD Private Client Wealth
New York
$1.98M +$2.01M +82,154 New
LWM
179
Ledge Wealth Management
Minnesota
$1.98M -$1.06M -43,174 -34%
AWS
180
Atria Wealth Solutions
New York
$1.91M -$387K -15,824 -17%
SA
181
Strategic Advisors
New York
$1.89M -$85.4K -3,492 -4%
PS
182
Planned Solutions
California
$1.86M -$293 -12 -0%
IWC
183
Integrated Wealth Concepts
Massachusetts
$1.85M +$19K +778 +1%
BOM
184
Bank of Marin
California
$1.78M -$85.7K -3,506 -5%
SWM
185
SeaCrest Wealth Management
New York
$1.7M +$802K +32,790 +87%
SFA
186
Sequoia Financial Advisors
Ohio
$1.65M -$181K -7,388 -10%
PGAM
187
Princeton Global Asset Management
New Jersey
$1.64M +$116K +4,740 +7%
PRS
188
Pinkerton Retirement Specialists
Idaho
$1.63M -$263K -10,754 -14%
IC
189
IEQ Capital
California
$1.63M +$5.87K +240 +0.4%
AWS
190
Arkfeld Wealth Strategies
Nebraska
$1.61M -$63.6K -2,602 -4%
SWM
191
SigFig Wealth Management
California
$1.57M -$116K -4,762 -6%
SBL
192
Sargent Bickham Lagudis
Colorado
$1.56M +$1.42M +58,068 +885%
CAG
193
Csenge Advisory Group
Florida
$1.55M +$410K +16,778 +35%
AG
194
Advocate Group
Minnesota
$1.52M -$3.23M -131,950 -68%
FANJ
195
Financial Architects (New Jersey)
New Jersey
$1.51M +$1.53M +62,648 New
B
196
Bensler
Washington
$1.5M -$103K -4,204 -6%
BCM
197
Brookstone Capital Management
Illinois
$1.5M -$300K -12,266 -16%
CSIA
198
Charles Schwab Investment Advisory
California
$1.5M +$1.52M +62,062 New
KM
199
Kalos Management
Georgia
$1.48M +$116K +4,726 +8%
EWM
200
Elmwood Wealth Management
California
$1.43M -$514K -21,000 -26%
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