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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
176
Laidlaw Wealth Management
New York
$2.37M -$547K -22,560 -19%
LA
177
Lifeworks Advisors
Michigan
$2.34M +$28.6K +1,180 +1%
SFG
178
StrategIQ Financial Group
Indiana
$2.33M +$2.09M +86,320 +802%
M
179
MYeCFO
California
$2.32M -$1.02M -42,200 -30%
SAM
180
SignalPoint Asset Management
Missouri
$2.26M -$22K -906 -1%
FA
181
Fortis Advisors
Pennsylvania
$2.25M +$20.2K +832 +0.9%
MIS
182
Morningstar Investment Services
Illinois
$2.24M +$36.9K +1,522 +2%
AIS
183
American Investment Services
Massachusetts
$2.21M +$160K +6,600 +8%
LWM
184
Ledge Wealth Management
Minnesota
$2.18M +$14K +576 +0.6%
WA
185
WBH Advisory
Maryland
$2.16M -$290K -11,950 -12%
CSIA
186
Charles Schwab Investment Advisory
California
$2.13M -$29.8K -1,228 -1%
JCIA
187
Jackson Creek Investment Advisors
Colorado
$2.05M +$21.1K +870 +1%
OIA
188
OneDigital Investment Advisors
Kansas
$2.02M -$168K -6,926 -8%
RWB
189
RMR Wealth Builders
New Jersey
$2M +$340K +14,030 +20%
BA
190
Bluesphere Advisors
Pennsylvania
$1.99M – – –
KM
191
Kalos Management
Georgia
$1.98M -$112K -4,628 -5%
TF
192
Trek Financial
Arizona
$1.97M +$899K +37,070 +83%
KF
193
Krilogy Financial
Missouri
$1.97M -$234K -9,660 -11%
AI
194
Atria Investments
North Carolina
$1.95M -$200K -8,250 -9%
TPCW
195
TD Private Client Wealth
New York
$1.92M – – –
AWMG
196
Alliance Wealth Management Group
New Jersey
$1.9M -$887K -36,562 -32%
TCM
197
Towercrest Capital Management
Pennsylvania
$1.9M -$887K -36,562 -32%
ST
198
Smithfield Trust
Pennsylvania
$1.89M +$1.91M +78,756 New
VT
199
Vise Technologies
New York
$1.88M +$14.6K +602 +0.8%
GWWM
200
Great Waters Wealth Management
Minnesota
$1.86M -$117K -4,820 -6%
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