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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
176
WBH Advisory
Maryland
$2.71M +$553K +23,062 +26%
IA
177
IFP Advisors
Florida
$2.67M +$154K +6,438 +6%
CWM
178
Cedar Wealth Management
California
$2.65M -$1.2M -50,040 -31%
LEFP
179
Leading Edge Financial Planning
Tennessee
$2.63M -$124K -5,180 -5%
FFA
180
Farther Finance Advisors
California
$2.54M -$68K -2,836 -3%
PP
181
PrairieView Partners
Minnesota
$2.51M +$1.04M +43,540 +71%
BIA
182
Bigelow Investment Advisors
Maine
$2.44M -$190K -7,938 -7%
Koshinski Asset Management
183
Koshinski Asset Management
Illinois
$2.42M -$31.5K -1,316 -1%
WCFA
184
Walkner Condon Financial Advisors
Wisconsin
$2.41M +$915K +38,170 +61%
LWM
185
Ledge Wealth Management
Minnesota
$2.39M +$218K +9,114 +10%
KWM
186
Kingsview Wealth Management
Oregon
$2.36M -$384K -16,024 -14%
FA
187
Fortis Advisors
Pennsylvania
$2.26M +$22.5K +940 +1%
LA
188
Lifeworks Advisors
Michigan
$2.26M -$65.7K -2,742 -3%
MIS
189
Morningstar Investment Services
Illinois
$2.22M -$12.6K -526 -0.6%
RWB
190
RMR Wealth Builders
New Jersey
$2.16M +$162K +6,750 +8%
Citadel Advisors
191
Citadel Advisors
Florida
$2.15M +$2.15M +89,698 +32,265%
Kovitz Investment Group Partners
192
Kovitz Investment Group Partners
Illinois
$2.11M -$729K -30,416 -26%
AssetMark Inc
193
AssetMark Inc
California
$2.08M -$5.39M -224,826 -72%
SAM
194
SignalPoint Asset Management
Missouri
$2.06M -$188K -7,852 -8%
JCIA
195
Jackson Creek Investment Advisors
Colorado
$2.05M +$3.79K +158 +0.2%
BA
196
Bluesphere Advisors
Pennsylvania
$1.99M
FVWA
197
Foster Victor Wealth Advisors
South Carolina
$1.98M -$561K -23,416 -22%
MWM
198
Maltin Wealth Management
New Jersey
$1.97M +$1.97M +82,364 New
BOM
199
Bank of Marin
California
$1.96M +$136K +5,662 +7%
CAN
200
Cetera Advisor Networks
California
$1.95M -$2.03M -84,714 -51%