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iShares US Treasury Bond ETF
GOVT

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
301
Penobscot Investment Management
Massachusetts
$631K +$202K +7,550 +46%
DAS
302
Dynamic Advisor Solutions
Arizona
$625K +$62.7K +2,346 +11%
TA
303
TrueWealth Advisors
Alabama
$625K +$632K +23,669 New
WWM
304
Windsor Wealth Management
Indiana
$608K -$917K -34,309 -60%
GIA
305
Goodwin Investment Advisory
Georgia
$608K -$84.7K -3,169 -12%
AA
306
Ancora Advisors
Ohio
$608K +$135K +5,071 +28%
EFSCE
307
Enterprise Financial Services Corp (EFSC)
Missouri
$589K +$601K +22,480 New
BHWM
308
Bar Harbor Wealth Management
New Hampshire
$586K -$1.41M -52,616 -70%
FAIM
309
Financial Advocates Investment Management
Washington
$586K +$11.1K +414 +2%
HTC
310
Haverford Trust Company
Pennsylvania
$575K +$148K +5,554 +34%
DWP
311
Destiny Wealth Partners
Florida
$569K -$1.79M -66,902 -75%
GLA
312
Good Life Advisors
Pennsylvania
$552K +$218K +8,162 +63%
PWP
313
Principle Wealth Partners
Connecticut
$549K -$603K -22,552 -52%
PIA
314
Perennial Investment Advisors
California
$534K +$164K +6,152 +43%
SPFA
315
Summit Place Financial Advisors
New Jersey
$534K +$544K +20,375 New
MSWMA
316
Market Street Wealth Management Advisors
Indiana
$528K +$539K +20,163 New
SG
317
StoneX Group
New York
$517K -$183K -6,867 -26%
KCA
318
Karn Couzens & Associates
Connecticut
$514K – – –
HAS
319
HBW Advisory Services
California
$514K +$124K +4,653 +31%
COCM
320
Charter Oak Capital Management
New Hampshire
$510K +$19.2K +720 +4%
AWA
321
Arete Wealth Advisors
Illinois
$510K +$520K +19,464 New
KWM
322
Kingsview Wealth Management
Oregon
$509K +$45.7K +1,709 +10%
IAN
323
Integrated Advisors Network
Texas
$490K -$12.9K -482 -3%
MIM
324
Moseley Investment Management
Florida
$489K +$160 +6 +0%
VAS
325
Vestmark Advisory Solutions
Massachusetts
$488K +$498K +18,635 New
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