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iShares US Treasury Bond ETF
GOVT

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
326
Latitude Advisors
Florida
$530K +$526K +19,931 New
GLA
327
Good Life Advisors
Pennsylvania
$529K -$31.1K -1,180 -6%
WWM
328
WJ Wealth Management
Arizona
$520K -$170K -6,425 -25%
PIM
329
Penobscot Investment Management
Massachusetts
$497K -$143K -5,410 -22%
FFN
330
Focus Financial Network
Minnesota
$496K +$3.88K +147 +0.8%
KWM
331
Kingsview Wealth Management
Oregon
$493K -$21.4K -812 -4%
KCA
332
Karn Couzens & Associates
Connecticut
$490K -$32.6K -1,234 -6%
KPWS
333
Kestra Private Wealth Services
Texas
$486K -$228K -8,621 -32%
HIMC
334
Heritage Investors Management Corp
Maryland
$481K – – –
FNBOSM
335
First National Bank of South Miami
Florida
$470K -$619K -23,457 -57%
HTC
336
Haverford Trust Company
Pennsylvania
$467K -$117K -4,419 -20%
SWG
337
Summit Wealth Group
Vermont
$448K +$295K +11,183 +198%
BHWM
338
Bar Harbor Wealth Management
New Hampshire
$437K -$157K -5,948 -27%
MIM
339
Moseley Investment Management
Florida
$429K -$67.2K -2,546 -14%
DAM
340
Delta Asset Management
Tennessee
$428K – – –
HCA
341
Harbour Capital Advisors
Virginia
$427K -$6.52K -247 -2%
9WM
342
9258 Wealth Management
Ohio
$424K +$39.3K +1,490 +10%
CAN
343
Claraphi Advisory Network
United States
$418K -$722K -27,347 -63%
LFAS
344
Level Four Advisory Services
Texas
$415K +$77.7K +2,946 +23%
KM
345
Kalos Management
Georgia
$413K -$66.4K -2,515 -14%
SFG
346
SageGuard Financial Group
Tennessee
$411K -$46K -1,742 -10%
GSEP
347
Golden State Equity Partners
California
$411K +$408K +15,457 New
IAN
348
Integrated Advisors Network
Texas
$409K -$88K -3,335 -18%
3LCM
349
3D/L Capital Management
Connecticut
$402K +$56.1K +2,127 +16%
AIC
350
Ameritas Investment Company
Nebraska
$398K -$715K -27,089 -85%
12 13
14
15 16