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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
201
Beckerman Institutional
New Jersey
$2.17M +$385K +15,915 +21%
LPAM
202
Lodestar Private Asset Management
California
$2.14M +$83.2K +3,437 +4%
DT
203
Diversified Trust
Tennessee
$2.14M -$67.5K -2,788 -3%
JCIA
204
Jackson Creek Investment Advisors
Colorado
$2.07M +$58.2K +2,403 +3%
BIA
205
Bigelow Investment Advisors
Maine
$2.06M +$246K +10,178 +13%
BCM
206
Brookstone Capital Management
Illinois
$2.05M +$258K +10,666 +14%
VA
207
Vident Advisory
Georgia
$2.05M +$2.06M +85,220 New
JWM
208
JFG Wealth Management
Colorado
$2.02M +$1.38M +57,044 +211%
CAG
209
Csenge Advisory Group
Florida
$2M -$1.5M -62,089 -43%
PK
210
Pflug Koory
Nebraska
$1.99M +$259K +10,706 +15%
VA
211
Valmark Advisers
Ohio
$1.98M +$480K +19,824 +32%
BEI
212
Benjamin Edwards Inc
Missouri
$1.93M +$295K +12,173 +18%
AFP
213
Ausdal Financial Partners
Iowa
$1.91M +$639K +26,388 +50%
SWM
214
SigFig Wealth Management
California
$1.91M +$173K +7,160 +8%
CIR
215
Clear Investment Research
Georgia
$1.87M +$39.2K +1,617 +2%
BOM
216
Bank of Marin
California
$1.84M +$40.1K +1,655 +2%
SB
217
Strategic Blueprint
Georgia
$1.81M -$374K -15,462 -17%
PRS
218
Pinkerton Retirement Specialists
Idaho
$1.8M +$162K +6,677 +10%
FIM
219
Freedom Investment Management
Connecticut
$1.79M +$1.81M +74,577 New
BAM
220
Belpointe Asset Management
Nevada
$1.79M +$96.7K +3,992 +12%
FWM
221
Forza Wealth Management
Florida
$1.78M -$3M -124,068 -63%
PGAM
222
Princeton Global Asset Management
New Jersey
$1.75M +$171K +7,078 +11%
SIP
223
Sellwood Investment Partners
Oregon
$1.71M +$1.73M +71,260 New
PS
224
Principal Securities
Iowa
$1.7M -$264K -10,901 -13%
Corient Private Wealth
225
Corient Private Wealth
Florida
$1.68M -$265K -10,937 -14%