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iShares US Treasury Bond ETF
GOVT

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
551
Panoramic Investment Advisors
Colorado
$815K +$814K +35,759 New
MSFS
552
Main Street Financial Solutions
Pennsylvania
$806K +$313K +13,750 +64%
JESC
553
J.E. Simmons & Co
Texas
$805K +$35.1K +1,542 +5%
APC
554
Aspire Private Capital
North Carolina
$798K +$11.2K +493 +1%
IWA
555
Invera Wealth Advisors
Oregon
$797K – – –
C1AG
556
Client 1st Advisory Group
Florida
$791K -$2.05K -90 -0.3%
CWM
557
Cherrydale Wealth Management
New Jersey
$791K -$29.3K -1,288 -4%
CTC
558
Central Trust Company
Missouri
$783K -$3.1K -136 -0.4%
MHS
559
M Holdings Securities
Oregon
$780K +$130K +5,716 +20%
CCM
560
Coldstream Capital Management
Washington
$770K -$412K -18,110 -35%
VR
561
Vision Retirement
New Jersey
$766K +$130K +5,701 +20%
CA
562
Continuum Advisory
Idaho
$765K +$135K +5,929 +21%
WEG
563
World Equity Group
Illinois
$761K +$113K +4,972 +17%
WA
564
Waverly Advisors
Alabama
$752K +$66.9K +2,939 +10%
SFG
565
Sovereign Financial Group
Connecticut
$742K +$253K +11,126 +52%
RFA
566
Resurgent Financial Advisors
Georgia
$740K +$50.7K +2,225 +7%
MC
567
Moors & Cabot
Massachusetts
$734K +$46.7K +2,051 +7%
WCM
568
WealthTrak Capital Management
Virginia
$732K +$46.1K +2,023 +7%
AT
569
Arlington Trust
Alabama
$714K -$10K -441 -1%
MPW
570
Magnolia Private Wealth
Pennsylvania
$712K +$712K +31,266 New
FPGK
571
Financial Partners Group (Kansas)
Kansas
$712K +$12.3K +541 +2%
EWM
572
Elevation Wealth Management
Minnesota
$711K +$64.5K +2,832 +10%
AW
573
Alteri Wealth
California
$710K +$8.11K +356 +1%
HIM
574
Hanlon Investment Management
New Jersey
$709K +$39.3K +1,725 +6%
SPC
575
Sigma Planning Corp
Michigan
$709K +$295K +12,941 +71%
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