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SGVT

Schwab Government Money Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EMAM
1
Encompass More Asset Management
California
$4.87M +$4.85M +48,366 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.95M -$545K -5,434 -12%
SC
3
Savant Capital
Illinois
$3.4M +$3.39M +33,766 New
MOS
4
MGO One Seven
Ohio
$3.34M +$3.33M +33,196 New
HP
5
Holistic Planning
Texas
$2.86M +$2.85M +28,402 New
CA
6
Crumly & Associates
Illinois
$1.66M +$1.65M +16,469 New
LIA
7
Luken Investment Analytics
Tennessee
$1.54M +$1.54M +15,329 New
SIG
8
Spinnaker Investment Group
California
$1.31M +$1.3M +12,977 New
ML
9
McAdam LLC
Pennsylvania
$1.07M +$1.07M +10,654 New
AWM
10
Able Wealth Management
New Jersey
$1M +$998K +9,939 New
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$683K +$681K +6,790 New
GSEP
12
Golden State Equity Partners
California
$589K +$587K +5,849 New
RBFC
13
Roman Butler Fullerton & Co
Missouri
$518K +$517K +5,148 New
FIA
14
Foundations Investment Advisors
Arizona
$465K +$464K +4,626 New
PFA
15
Pinnacle Family Advisors
Missouri
$401K +$400K +3,987 New
BAM
16
Belpointe Asset Management
Nevada
$394K +$393K +3,912 New
CFCI
17
Comprehensive Financial Consultants Institutional
Indiana
$358K +$357K +3,562 New
AIA
18
AssuredPartners Investment Advisors
Florida
$334K +$333K +3,316 New
OPOWM
19
One Plus One Wealth Management
Florida
$277K +$277K +2,757 New
HF
20
HRT Financial
New York
$252K +$252K +2,510 New
FPAS
21
Focus Partners Advisor Solutions
Missouri
$233K +$232K +2,313 New
SA
22
Sanctuary Advisors
Indiana
$227K +$227K +2,257 New
CFD
23
Creative Financial Designs
Indiana
$202K +$201K +2,005 New
WP
24
WealthShield Partners
North Carolina
$160K +$60.4K +602 +61%
FFA
25
Farther Finance Advisors
California
$125K +$124K +1,238 New