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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
201
Destination Wealth Management
California
$108K +$2.58K +104 +2%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$106K +$53.9K +2,170 +104%
ASN
203
Advisory Services Network
Georgia
$104K -$33.2K -1,338 -24%
BWA
204
Burt Wealth Advisors
Maryland
$103K +$16.9K +680 +20%
WAM
205
Wealthspire Advisors (Maryland)
Maryland
$55K -$6.76K -272 -11%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$48K -$79K -3,180 -62%
VIA
207
Vantage Investment Advisors
Pennsylvania
$48K -$11K -442 -19%
ML
208
McAdam LLC
Pennsylvania
$45K -$1.59K -64 -3%
GRP
209
Global Retirement Partners
California
$36K
FRA
210
Front Row Advisors
California
$32K -$199 -8 -0.6%
B
211
Bridgeworth
Alabama
$26K +$26.1K +1,050 New
KFA
212
Kabarec Financial Advisors
Illinois
$25K
AWM
213
AllSquare Wealth Management
New York
$23K
EA
214
Edge Advisors
Georgia
$23K +$99 +4 +0.4%
GWM
215
Geneos Wealth Management
Colorado
$22K +$22.1K +888 New
PWAG
216
Polaris Wealth Advisory Group
California
$21K
EWM
217
Elmwood Wealth Management
California
$19.3K
WOC
218
West Oak Capital
California
$18.2K
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5K
BlackRock
220
BlackRock
New York
$17K +$13.8K +556 +421%
1IA
221
1834 Investment Advisors
Wisconsin
$15K -$76.6K -3,082 -84%
SQA
222
Simon Quick Advisors
New Jersey
$15K +$596 +24 +4%
BBPWM
223
Blue Bell Private Wealth Management
Pennsylvania
$14K
OIA
224
OneDigital Investment Advisors
Kansas
$13K +$6.41K +258 +105%
AOWM
225
Alpha Omega Wealth Management
Virginia
$10K