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iShares US Treasury Bond ETF
GOVT

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
501
Latitude Advisors
Florida
$212K +$217K +9,628 New
FCA
502
FinTrust Capital Advisors
South Carolina
$211K -$916K -40,707 -81%
CBFP
503
Cedar Brook Financial Partners
Ohio
$210K +$215K +9,534 New
SAM
504
Strategy Asset Managers
California
$208K +$473 +21 +0.2%
CIC
505
Carnegie Investment Counsel
Ohio
$207K +$211K +9,388 New
OC
506
Oppenheimer & Co
New York
$206K +$6.03K +268 +3%
CT
507
Colonial Trust
South Carolina
$205K -$35.3K -1,566 -15%
ESB
508
Essex Savings Bank
Connecticut
$204K +$1.46K +65 +0.7%
FSA
509
Financial Sense Advisors
California
$200K -$138K -6,131 -40%
MCA
510
Magnolia Capital Advisors
Mississippi
$200K +$207K +9,201 New
BSWA
511
Bromfield Sneider Wealth Advisors
Massachusetts
$183K +$109K +4,825 +138%
OLVIG
512
Oliver Lagore Vanvalin Investment Group
Michigan
$174K -$451K -20,022 -72%
TPCW
513
TD Private Client Wealth
New York
$171K +$6.71K +298 +4%
HFS
514
Hantz Financial Services
Michigan
$171K +$5.63K +250 +3%
VWM
515
Venturi Wealth Management
Texas
$146K -$1.53M -68,013 -91%
KC
516
Kenfarb & Co
Kentucky
$139K – – –
AWM
517
Ameliora Wealth Management
Switzerland
$130K – – –
DRS
518
Deane Retirement Strategies
Louisiana
$129K +$5.81K +258 +5%
AAM
519
Advisors Asset Management
Colorado
$126K -$3.29K -146 -2%
AA
520
Ancora Advisors
Ohio
$125K -$726K -32,268 -85%
SSWM
521
Sheets Smith Wealth Management
North Carolina
$122K +$125K +5,550 New
CF
522
Centaurus Financial
California
$122K -$4.37K -194 -3%
FFA
523
Founders Financial Alliance
North Carolina
$119K -$23.5K -1,044 -16%
CWP
524
Concord Wealth Partners
Virginia
$119K -$3.87K -172 -3%
SSB
525
Sandy Spring Bank
Maryland
$118K +$102K +4,550 +577%
19 20
21
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