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iShares US Treasury Bond ETF
GOVT

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
401
Independent Financial Group
California
$563K +$46.8K +2,086 +9%
MWM
402
Mosley Wealth Management
California
$555K -$15.8K -704 -3%
WAG
403
Wallace Advisory Group
California
$554K -$185K -8,262 -25%
WWG
404
West Wealth Group
California
$550K -$15.4K -685 -3%
SR
405
Syntax Research
Florida
$548K -$150K -6,709 -22%
CCM
406
Coldstream Capital Management
Washington
$548K +$121K +5,408 +29%
GAM
407
Gotham Asset Management
New York
$543K +$41.8K +1,862 +8%
DWP
408
Destiny Wealth Partners
Florida
$542K -$10.4K -465 -2%
PFA
409
Petra Financial Advisors
Colorado
$541K – – –
RC
410
Roundview Capital
New Jersey
$530K -$1.39K -62 -0.3%
SCM
411
Stonehearth Capital Management
Massachusetts
$530K +$37.9K +1,691 +8%
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$524K +$487K +21,732 +1,467%
MFA
413
Mayflower Financial Advisors
Massachusetts
$521K -$103K -4,610 -17%
FMWA
414
Forvis Mazars Wealth Advisors
Missouri
$510K – – –
PIN
415
Prudent Investors Network
California
$507K – – –
IWM
416
IHT Wealth Management
Illinois
$503K +$10.2K +457 +2%
HSA
417
HBK Sorce Advisory
Pennsylvania
$495K -$88.6K -3,953 -15%
LGWM
418
Litman Gregory Wealth Management
California
$493K +$490K +21,855 New
AP
419
Americana Partners
Texas
$486K -$178K -7,925 -27%
IAN
420
Integrated Advisors Network
Texas
$483K -$356K -15,897 -43%
OAP
421
One Advisory Partners
Kansas
$470K +$190K +8,460 +68%
MFG
422
Merit Financial Group
Georgia
$459K -$378K -16,839 -45%
CWS
423
Cypress Wealth Services
California
$459K -$107K -4,764 -19%
TWCA
424
Two West Capital Advisors
Kansas
$459K +$456K +20,315 New
RCM
425
Regency Capital Management
Hawaii
$456K +$223K +9,935 +97%
15 16
17
18 19