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iShares US Treasury Bond ETF
GOVT

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
501
Mount Yale Investment Advisors
Colorado
$285K -$292K -13,109 -51%
FGAM
502
Financial Gravity Asset Management
Texas
$283K +$274K +12,298 New
MSFS
503
Main Street Financial Solutions
Pennsylvania
$275K +$1.51K +68 +0.6%
DP
504
Dearborn Partners
Illinois
$271K – – –
BPC
505
Banque Pictet & Cie
Switzerland
$268K – – –
SC
506
Seldon Capital
California
$267K – – –
OC
507
Oppenheimer & Co
New York
$265K +$47.7K +2,145 +23%
WWM
508
Western Wealth Management
Colorado
$265K -$50.3K -2,261 -16%
OWMIAS
509
One Wealth Management Investment & Advisory Services
Florida
$263K +$254K +11,428 New
BW
510
BIP Wealth
Georgia
$263K +$254K +11,400 New
CB
511
Cadence Bank
Mississippi
$255K -$41.5K -1,865 -14%
WA
512
Wealth Alliance
New York
$253K -$82K -3,684 -25%
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$251K +$245 +11 +0.1%
PFPT
514
Pinnacle Financial Partners (Tennessee)
Tennessee
$250K +$242K +10,867 New
BWM
515
Bulltick Wealth Management
Florida
$250K +$4.9K +220 +2%
BW
516
Bison Wealth
Georgia
$248K +$757 +34 +0.3%
TSS
517
Two Sigma Securities
New York
$247K +$238K +10,700 New
PCA
518
Pallas Capital Advisors
Massachusetts
$245K -$1.05M -47,067 -82%
TA
519
TrueWealth Advisors
Alabama
$244K -$245 -11 -0.1%
CWC
520
Carolinas Wealth Consulting
North Carolina
$244K +$1.78K +80 +0.8%
TBWA
521
Three Bridge Wealth Advisors
California
$243K +$235K +10,551 New
PFG
522
PAX Financial Group
Texas
$243K -$2.76M -124,211 -92%
CPG
523
Cornerstone Planning Group
New Jersey
$243K -$367K -16,504 -61%
SPI
524
Sutton Place Investors
New York
$242K -$113K -5,080 -33%
KFP
525
KMG Fiduciary Partners
Ohio
$239K +$231K +10,375 New
19 20
21
22 23