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iShares US Treasury Bond ETF
GOVT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
451
Invera Wealth Advisors
Oregon
$592K +$255K +11,173 +74%
MC
452
Moors & Cabot
Massachusetts
$590K -$69.2K -3,031 -11%
PCG
453
Prosperity Consulting Group
Maryland
$576K -$55.1K -2,416 -9%
GAM
454
Gotham Asset Management
New York
$576K – – –
DC
455
Davenport & Co
Virginia
$569K +$85.3K +3,740 +18%
PBF
456
Petix & Botte Financial
California
$566K -$43.4K -1,901 -7%
SR
457
Syntax Research
Florida
$563K +$1.39K +61 +0.2%
TPW
458
Transatlantique Private Wealth
New York
$563K +$559K +24,485 New
CAM
459
Cobblestone Asset Management
Virginia
$562K -$11.2K -493 -2%
SCI
460
Stableford Capital II
Arizona
$562K -$504K -22,085 -47%
BAM
461
BOS Asset Management
Illinois
$561K +$188K +8,248 +51%
SHIM
462
Stone House Investment Management
Pennsylvania
$554K -$168K -7,373 -23%
SPAS
463
Spectrum Planning & Advisory Services
California
$551K +$180K +7,876 +49%
WAG
464
Wallace Advisory Group
California
$551K -$24.3K -1,064 -4%
IA
465
IFP Advisors
Florida
$549K +$160K +6,995 +41%
PFA
466
Petra Financial Advisors
Colorado
$549K -$2.03K -89 -0.4%
RWM
467
Rialto Wealth Management
New York
$544K +$541K +23,693 New
RF
468
Rossby Financial
Florida
$544K +$540K +23,681 New
FCI
469
Financial Counselors Inc
Kansas
$544K +$540K +23,669 New
KFGK
470
Keystone Financial Group (Kentucky)
Kentucky
$541K +$57.9K +2,539 +12%
QWP
471
Quotient Wealth Partners
Texas
$541K +$7.83K +343 +1%
DWP
472
Destiny Wealth Partners
Florida
$539K -$13.1K -575 -2%
BRWA
473
B. Riley Wealth Advisors
Florida
$537K -$379K -16,608 -42%
CAL
474
Capital Analysts LLC
Pennsylvania
$530K +$102K +4,488 +24%
RC
475
Roundview Capital
New Jersey
$529K – – –
17 18
19
20 21