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iShares US Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Centurion Wealth Management
Virginia
$520K
RC
477
Roundview Capital
New Jersey
$517K -$12.6K -556 -2%
DWM
478
DecisionMap Wealth Management
Virginia
$511K +$46K +2,029 +10%
HSA
479
HBK Sorce Advisory
Pennsylvania
$510K +$272 +12 +0.1%
CWS
480
Cypress Wealth Services
California
$508K +$33.7K +1,487 +7%
OAP
481
One Advisory Partners
Kansas
$495K +$2.61K +115 +0.5%
AP
482
Americana Partners
Texas
$491K +$10.4K +457 +2%
IWM
483
IHT Wealth Management
Illinois
$488K -$167K -7,364 -26%
SHGA
484
Sand Hill Global Advisors
California
$487K -$34.9M -1,537,569 -99%
RIM
485
Redwood Investment Management
Arizona
$481K +$271K +11,958 +133%
CFB
486
Cullen/Frost Bankers
Texas
$477K +$11.5K +508 +3%
MWM
487
Mission Wealth Management
California
$470K +$464K +20,455 New
GSEP
488
Golden State Equity Partners
California
$466K -$12.6K -558 -3%
KFGK
489
Keystone Financial Group (Kentucky)
Kentucky
$464K -$77.1K -3,401 -14%
FWP
490
Falcon Wealth Planning
California
$462K +$19.9K +878 +5%
EPW
491
Endeavor Private Wealth
Kansas
$460K +$167K +7,355 +58%
CAL
492
Capital Analysts LLC
Pennsylvania
$460K -$69.1K -3,050 -13%
CFA
493
Cahill Financial Advisors
Minnesota
$454K -$5.26K -232 -1%
PBF
494
Petix & Botte Financial
California
$453K -$111K -4,915 -20%
WWM
495
Western Wealth Management
Colorado
$452K -$835K -36,840 -65%
TCA
496
Transcend Capital Advisors
New Jersey
$443K +$75.2K +3,317 +21%
TWP
497
Tempus Wealth Planning
California
$440K -$63.7K -2,809 -13%
BSG
498
Black Swift Group
Colorado
$438K +$432K +19,064 New
AWA
499
Arkadios Wealth Advisors
Georgia
$434K +$50.1K +2,209 +13%
HFO
500
Heritage Family Offices
Arizona
$432K -$181K -7,967 -30%