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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
Fortis Advisors
Pennsylvania
$2.34M +$16K +666 +0.7%
ICM
177
Islay Capital Management
Texas
$2.32M -$1.64M -68,178 -41%
LA
178
Lifeworks Advisors
Michigan
$2.26M +$125K +5,216 +6%
JCIA
179
Jackson Creek Investment Advisors
Colorado
$2.25M +$116K +4,850 +5%
CCA
180
Cobblestone Capital Advisors
New York
$2.24M -$23.1K -962 -1%
AWS
181
Atria Wealth Solutions
New York
$2.17M +$803K +33,498 +59%
DT
182
Diversified Trust
Tennessee
$2.14M +$65.4K +2,726 +3%
BIA
183
Bigelow Investment Advisors
Maine
$2.09M +$83.8K +3,496 +4%
MIA
184
Milestone Investment Advisors
Wisconsin
$2.07M +$300K +12,508 +17%
FIM
185
Freedom Investment Management
Connecticut
$2.05M -$1.76M -73,284 -46%
TPCW
186
TD Private Client Wealth
New York
$2.05M +$17.7K +738 +0.9%
WCFA
187
Walkner Condon Financial Advisors
Wisconsin
$2.04M -$54.2K -2,260 -3%
Corient Private Wealth
188
Corient Private Wealth
Florida
$2.01M +$105K +4,360 +5%
Bank of New York Mellon
189
Bank of New York Mellon
New York
$2.01M +$1.07M +44,820 +116%
CIR
190
Clear Investment Research
Georgia
$1.95M +$362K +15,100 +23%
P
191
&Partners
Tennessee
$1.94M +$1.93M +80,446 New
PS
192
Principal Securities
Iowa
$1.91M +$553K +23,058 +41%
CWM
193
Cedar Wealth Management
California
$1.87M -$280K -11,684 -13%
HA
194
Herold Advisors
New York
$1.86M -$78.3K -3,266 -4%
LWA
195
Lantern Wealth Advisors
New York
$1.86M +$1.36M +56,734 +70%
LA
196
Lindenwold Advisors
Pennsylvania
$1.85M -$15.2K -632 -0.8%
William Blair & Company
197
William Blair & Company
Illinois
$1.82M -$80.5K -3,356 -4%
LPAM
198
Lodestar Private Asset Management
California
$1.82M +$4.89K +204 +0.3%
LAM
199
Lummis Asset Management
Texas
$1.8M +$19K +794 +1%
Prudential Financial
200
Prudential Financial
New Jersey
$1.8M +$239K +9,954 +15%