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iShares US Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MP
376
McDonald Partners
Ohio
$312K +$316K +11,463 New
MSFS
377
Main Street Financial Solutions
Pennsylvania
$309K +$313K +11,333 New
Jones Financial Companies
378
Jones Financial Companies
Missouri
$307K +$311K +11,255 New
WC
379
Whitney & Co
New York
$304K
IFG
380
Independent Financial Group
California
$299K -$28.1K -1,019 -8%
JFS
381
JD Financial Services
Pennsylvania
$295K +$299K +10,838 New
DP
382
Dearborn Partners
Illinois
$288K +$291K +10,559 New
FFA
383
Founders Financial Alliance
North Carolina
$286K +$20.7K +750 +8%
IP
384
Intellectus Partners
California
$277K +$3.31K +120 +1%
CCM
385
Ciovacco Capital Management
Georgia
$276K +$280K +10,138 New
UAS
386
United Asset Strategies
New York
$275K -$1.11M -40,119 -80%
SW
387
SVB Wealth
Massachusetts
$270K +$273K +9,912 New
EC
388
Estate Counselors
Wisconsin
$264K -$67.6K -2,450 -20%
PK
389
Pflug Koory
Nebraska
$264K
PP
390
Prosperity Planning
Missouri
$258K
ICP
391
Interchange Capital Partners
Pennsylvania
$258K +$262K +9,499 New
KeyBank National Association
392
KeyBank National Association
Ohio
$257K +$260K +9,435 New
TLFA
393
True Link Financial Advisors
California
$249K +$252K +9,125 New
SWM
394
Sugarloaf Wealth Management
Georgia
$248K +$23.4K +849 +10%
SMC
395
Smith, Moore & Co
Missouri
$243K +$7.83K +284 +3%
TI
396
tru Independence
Oregon
$237K +$240K +8,714 New
TGAM
397
TBH Global Asset Management
Tennessee
$227K +$230K +8,327 New
D
398
Diversified
Delaware
$221K +$225K +8,163 New
MWM
399
Modera Wealth Management
New Jersey
$218K
MA
400
MJP Associates
Connecticut
$218K +$221K +8,000 New