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Schwab Short-Term US Treasury ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PRS
201
Pinkerton Retirement Specialists
Idaho
$1.44M +$34.2K +1,332 +2%
CLG
202
Cooperman Leon G
$1.39M +$1.39M +54,392 New
CPFP
203
Clear Perspectives Financial Planning
Ohio
$1.37M +$171K +6,662 +14%
CFGS
204
Concourse Financial Group Securities
Alabama
$1.37M +$533K +20,780 +64%
CA
205
Calton & Associates
Florida
$1.35M +$129K +5,018 +11%
AWM
206
Avitas Wealth Management
California
$1.35M -$3.64K -142 -0.3%
PCIA
207
Prime Capital Investment Advisors
Kansas
$1.33M +$952K +37,114 +248%
LWAC
208
Laurel Wealth Advisors (California)
California
$1.33M +$1.59K +62 +0.1%
OAM
209
Optimal Asset Management
California
$1.32M -$1.69K -66 -0.1%
PWM
210
Perigon Wealth Management
California
$1.3M +$22.1K +862 +2%
FAIM
211
Financial Advocates Investment Management
Washington
$1.3M -$395K -15,418 -23%
RIM
212
Rockbridge Investment Management
New York
$1.3M +$94.4K +3,682 +8%
BIP
213
Blueprint Investment Partners
North Carolina
$1.28M -$243K -9,488 -16%
SCA
214
STALEY CAPITAL ADVISERS
Pennsylvania
$1.26M -$600K -23,400 -32%
CGFA
215
Colton Groome Financial Advisors
North Carolina
$1.26M +$214K +8,330 +20%
MA
216
MUFG Americas
New York
$1.23M -$69K -2,692 -5%
SWM
217
SeaCrest Wealth Management
New York
$1.2M +$20.4K +796 +2%
WWM
218
WT Wealth Management
Arizona
$1.19M +$16.9K +658 +1%
WC
219
Wealth CMT
New Jersey
$1.18M -$7.38K -288 -0.6%
RRC
220
Relaxing Retirement Coach
Massachusetts
$1.17M -$130K -5,076 -10%
APA
221
American Portfolios Advisors
New York
$1.15M -$102K -3,974 -8%
KAS
222
Kestra Advisory Services
Texas
$1.15M +$59.3K +2,314 +5%
CCA
223
Cobblestone Capital Advisors
New York
$1.09M +$241K +9,410 +28%
IAS
224
IMA Advisory Services
Colorado
$1.09M +$48.5K +1,890 +5%
AHC
225
Anderson Hoagland & Co
Missouri
$1.08M -$217K -8,468 -17%
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