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iShares US Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
326
Cyndeo Wealth Partners
Florida
$887K +$887K +39,024 New
CHAM
327
Clear Harbor Asset Management
Connecticut
$847K +$81.5K +3,585 +11%
I
328
INVST
Indiana
$838K -$5.53M -243,373 -87%
TFA
329
Teamwork Financial Advisors
Texas
$827K -$573K -25,229 -41%
VC
330
Veracity Capital
Georgia
$817K -$478K -21,010 -37%
RW
331
Regimen Wealth
Georgia
$808K +$809K +35,587 New
FFP
332
FourThought Financial Partners
Florida
$806K +$806K +35,463 New
RI
333
Rinkey Investments
California
$805K +$806K +35,445 New
KWM
334
Kingsview Wealth Management
Oregon
$798K -$31.6K -1,392 -4%
CFG
335
Citizens Financial Group
Rhode Island
$775K -$321K -14,130 -29%
Lido Advisors
336
Lido Advisors
California
$774K +$527K +23,203 +214%
MWM
337
Maripau Wealth Management
Indiana
$769K -$1.31M -57,494 -64%
WJA
338
Willis Johnson & Associates
Texas
$762K +$11.8K +518 +2%
CWM
339
Cahaba Wealth Management
Georgia
$749K +$1.64K +72 +0.2%
IWM
340
IHT Wealth Management
Illinois
$733K -$629K -27,680 -46%
RB
341
Renasant Bank
Mississippi
$732K +$282K +12,400 +63%
CAAS
342
Capital Asset Advisory Services
Michigan
$724K +$724K +31,850 New
FW
343
FirstPurpose Wealth
Utah
$722K +$34.7K +1,526 +5%
GIA
344
Gladstone Institutional Advisory
Florida
$714K -$86.2K -3,792 -11%
HT
345
Headlands Technologies
Illinois
$711K +$712K +31,309 New
SMWM
346
Silvia McColl Wealth Management
California
$706K +$707K +31,092 New
RFG
347
Range Financial Group
Oregon
$702K -$242K -10,658 -26%
VFPW
348
Vantage Financial Partners (Wisconsin)
Wisconsin
$697K -$737K -32,427 -51%
PWMG
349
Provence Wealth Management Group
California
$690K -$2.47M -108,601 -78%
JWCA
350
J.W. Cole Advisors
Florida
$690K -$201K -8,839 -23%