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iShares US Treasury Bond ETF
GOVT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
401
Mosley Wealth Management
California
$555K -$15.8K -704 -3%
WAG
402
Wallace Advisory Group
California
$554K -$185K -8,262 -25%
WWG
403
West Wealth Group
California
$550K -$15.4K -685 -3%
SR
404
Syntax Research
Florida
$548K -$150K -6,709 -22%
CCM
405
Coldstream Capital Management
Washington
$548K +$121K +5,408 +29%
GAM
406
Gotham Asset Management
New York
$543K +$41.8K +1,862 +8%
DWP
407
Destiny Wealth Partners
Florida
$542K -$10.4K -465 -2%
PFA
408
Petra Financial Advisors
Colorado
$541K – – –
RC
409
Roundview Capital
New Jersey
$530K -$1.39K -62 -0.3%
SCM
410
Stonehearth Capital Management
Massachusetts
$530K +$37.9K +1,691 +8%
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$524K +$487K +21,732 +1,467%
MFA
412
Mayflower Financial Advisors
Massachusetts
$521K -$103K -4,610 -17%
FMWA
413
Forvis Mazars Wealth Advisors
Missouri
$510K – – –
PIN
414
Prudent Investors Network
California
$507K – – –
IWM
415
IHT Wealth Management
Illinois
$503K +$10.2K +457 +2%
HSA
416
HBK Sorce Advisory
Pennsylvania
$495K -$88.6K -3,953 -15%
LGWM
417
Litman Gregory Wealth Management
California
$493K +$490K +21,855 New
AP
418
Americana Partners
Texas
$486K -$178K -7,925 -27%
IAN
419
Integrated Advisors Network
Texas
$483K -$356K -15,897 -43%
OAP
420
One Advisory Partners
Kansas
$470K +$190K +8,460 +68%
MFG
421
Merit Financial Group
Georgia
$459K -$378K -16,839 -45%
CWS
422
Cypress Wealth Services
California
$459K -$107K -4,764 -19%
TWCA
423
Two West Capital Advisors
Kansas
$459K +$456K +20,315 New
RCM
424
Regency Capital Management
Hawaii
$456K +$223K +9,935 +97%
FDDB
425
Fidelity D&D Bancorp
Pennsylvania
$454K -$1.96M -87,408 -81%
15 16
17
18 19