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SGVT

Schwab Government Money Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
26
WealthPlan Investment Management
Nebraska
$894K -$231K -2,295 -21%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$845K +$511K +5,083 +154%
Goldman Sachs
28
Goldman Sachs
New York
$840K -$3.58M -35,596 -81%
PFA
29
Pinnacle Family Advisors
Missouri
$755K
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$720K +$189K +1,875 +36%
CA
31
Calton & Associates
Florida
$720K -$7.97M -79,179 -92%
MWA
32
Mills Wealth Advisors
Texas
$680K +$680K +6,753 New
PWP
33
Parkwoods Wealth Partners
New York
$631K +$630K +6,260 New
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$612K +$612K +6,085 New
UCFA
35
United Capital Financial Advisors
Texas
$605K +$4.93K +49 +0.8%
FIC
36
FCG Investment Company
Tennessee
$593K +$592K +5,884 New
OCA
37
OpenArc Corporate Advisory
Georgia
$550K +$549K +5,459 New
MSFS
38
Main Street Financial Solutions
Pennsylvania
$501K +$501K +4,975 New
KWA
39
Kingswood Wealth Advisors
California
$499K +$499K +4,957 New
BPA
40
Beacon Pointe Advisors
California
$494K -$783K -7,780 -61%
FPAS
41
Focus Partners Advisor Solutions
Missouri
$452K -$192K -1,911 -30%
Creative Planning
42
Creative Planning
Kansas
$438K +$438K +4,349 New
ACA
43
Aptus Capital Advisors
Alabama
$434K +$344K +3,416 +384%
UAG
44
United Advisor Group
Ohio
$405K +$405K +4,022 New
SA
45
Sanctuary Advisors
Indiana
$383K -$637K -6,326 -62%
SSWM
46
Strait & Sound Wealth Management
California
$363K +$363K +3,603 New
CFD
47
Creative Financial Designs
Indiana
$361K +$155K +1,544 +76%
FCM
48
Flagship Capital Management
Pennsylvania
$356K +$2.92K +29 +0.8%
OIA
49
OneDigital Investment Advisors
Kansas
$340K +$339K +3,371 New
KP
50
Keel Point
Alabama
$339K +$339K +3,370 New