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iShares US Treasury Bond ETF
GOVT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCP
451
Wick Capital Partners
Pennsylvania
$304K +$311K +13,806 New
WWM
452
Western Wealth Management
Colorado
$303K -$232K -10,312 -43%
RB
453
Renasant Bank
Mississippi
$303K -$91.1K -4,048 -23%
AWP
454
Ascent Wealth Partners
New York
$303K -$5.88K -261 -2%
TC
455
Truvestments Capital
Florida
$303K -$12.1K -538 -4%
PGFC
456
Peapack-Gladstone Financial Corp
New Jersey
$296K +$302K +13,427 New
WP
457
WealthPLAN Partners
Nebraska
$294K -$829K -36,837 -73%
CAM
458
Cresset Asset Management
Illinois
$292K +$298K +13,226 New
PIA
459
Pinion Investment Advisors
Kansas
$290K -$18K -801 -6%
PTC
460
Private Trust Company
Ohio
$288K -$289K -12,817 -50%
AWM
461
Aprio Wealth Management
Georgia
$287K +$44.2K +1,962 +18%
CB
462
Cadence Bank
Mississippi
$285K +$20.6K +915 +8%
CRG
463
Cornerstone Retirement Group
Nevada
$283K -$563 -25 -0.2%
MCA
464
MSH Capital Advisors
Arizona
$280K -$164K -7,301 -36%
API
465
Advisor Partners II
California
$280K – – –
MIS
466
Morningstar Investment Services
Illinois
$278K +$284K +12,597 New
NS
467
NBC Securities
Alabama
$278K +$285K +12,644 New
RSWM
468
Robertson Stephens Wealth Management
California
$276K -$344K -15,284 -55%
VC
469
Veracity Capital
Georgia
$272K -$327K -14,536 -54%
OP
470
ORG Partners
Indiana
$270K -$9.83M -436,580 -97%
IAA
471
Independent Advisor Alliance
North Carolina
$266K +$73K +3,242 +37%
MSFS
472
Main Street Financial Solutions
Pennsylvania
$261K -$64.3K -2,856 -19%
HIIFS
473
Harel Insurance Investments & Financial Services
Israel
$260K – – –
DP
474
Dearborn Partners
Illinois
$260K – – –
LA
475
LexAurum Advisors
Kansas
$259K -$700K -31,077 -73%
17 18
19
20 21