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iShares US Treasury Bond ETF
GOVT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
401
Citizens Financial Group
Rhode Island
$589K -$62.8K -2,761 -10%
CSPIA
402
Cary Street Partners Investment Advisory
Virginia
$581K -$190K -8,378 -25%
FHC
403
First Heartland Consultants
Missouri
$577K +$75.9K +3,337 +15%
MWM
404
Mosley Wealth Management
California
$576K -$419K -18,453 -42%
CWS
405
Cypress Wealth Services
California
$572K -$184K -8,109 -24%
AL
406
ADE LLC
Maryland
$571K +$76.3K +3,355 +15%
LSAG
407
Lake Street Advisors Group
New Hampshire
$571K -$41.2K -1,814 -7%
TWP
408
Tempus Wealth Planning
California
$570K -$69.8K -3,072 -11%
WWG
409
West Wealth Group
California
$570K -$326K -14,340 -36%
CFS
410
Coordinated Financial Services
Colorado
$568K +$567K +24,951 New
CASC
411
Coppell Advisory Solutions Corp
Texas
$561K +$561K +24,659 New
DWP
412
Destiny Wealth Partners
Florida
$558K – – –
CAM
413
Cobblestone Asset Management
Virginia
$553K +$19.5K +859 +4%
PPWP
414
Premier Path Wealth Partners
New Jersey
$547K -$14.1M -620,704 -96%
DFA
415
DHK Financial Advisors
New Hampshire
$547K -$31.1K -1,367 -5%
PFA
416
Petra Financial Advisors
Colorado
$546K – – –
WA
417
Westfuller Advisors
New York
$545K +$544K +23,947 New
WA
418
Waverly Advisors
Alabama
$545K +$544K +23,938 New
RC
419
Roundview Capital
New Jersey
$536K – – –
TCA
420
Transcend Capital Advisors
New Jersey
$530K -$230K -10,113 -30%
CWM
421
Centurion Wealth Management
Virginia
$524K -$77.3K -3,401 -13%
IFG
422
Independent Financial Group
California
$520K +$91K +4,004 +21%
CWM
423
CCG Wealth Management
California
$519K -$9.21M -405,032 -95%
FMWA
424
Forvis Mazars Wealth Advisors
Missouri
$515K -$19.1K -840 -4%
PIN
425
Prudent Investors Network
California
$511K +$511K +22,459 New
15 16
17
18 19