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iShares US Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
276
Steel Grove Capital Advisors
Tennessee
$820K -$1.9M -68,721 -70%
FTS
277
Fifth Third Securities
Ohio
$820K +$830K +30,087 New
Global Retirement Partners
278
Global Retirement Partners
California
$818K +$171K +6,199 +26%
HIM
279
Hanlon Investment Management
New Jersey
$798K -$15.8K -574 -2%
CWM
280
Cahaba Wealth Management
Georgia
$797K -$529K -19,181 -39%
Procyon Advisors
281
Procyon Advisors
Connecticut
$794K +$60.9K +2,209 +8%
M&T Bank
282
M&T Bank
New York
$782K +$26.9K +975 +4%
CIM
283
CIM Investment Management
Pennsylvania
$773K +$783K +28,374 New
TC
284
Truvestments Capital
Florida
$768K +$31.1K +1,129 +4%
WFC
285
Western Financial Corp
California
$752K +$762K +27,627 New
KFGK
286
Keystone Financial Group (Kentucky)
Kentucky
$745K +$1.54K +56 +0.2%
PFA
287
Pinnacle Family Advisors
Missouri
$736K +$746K +27,029 New
SG
288
StoneX Group
New York
$725K -$80.5K -2,918 -10%
SL
289
Savior LLC
Massachusetts
$724K +$113K +4,114 +18%
GIA
290
Goodwin Investment Advisory
Georgia
$717K +$728K +26,402 New
AWS
291
AJ Wealth Strategies
New York
$709K +$8.55K +310 +1%
SFP
292
Sandbox Financial Partners
Maryland
$709K +$718K +26,010 New
IWS
293
Insight Wealth Strategies
California
$706K +$715K +25,930 New
CGA
294
Crescent Grove Advisors
Illinois
$696K -$268K -9,699 -28%
Creative Planning
295
Creative Planning
Kansas
$695K +$704K +25,507 New
RFN
296
RDA Financial Network
Iowa
$691K -$487K -17,654 -41%
HH
297
Hilltop Holdings
Texas
$684K +$143K +5,167 +26%
NFG
298
Next Financial Group
Texas
$680K -$698K -25,293 -50%
CF
299
Clarity Financial
Texas
$671K +$680K +24,644 New
GSEP
300
Golden State Equity Partners
California
$646K +$655K +23,751 New