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iShares US Treasury Bond ETF
GOVT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
551
Concord Wealth Partners
Virginia
$52.7K -$76.8K -3,324 -60%
BAAM
552
Baker Avenue Asset Management
California
$51.9K +$33.2K +1,439 +184%
SWG
553
Summit Wealth Group
Vermont
$49K +$25.2M +1,092,979 +2,302%
PB
554
Pinnacle Bancorp
Nebraska
$48.6K -$46.7K -2,021 -49%
MA
555
Montag & Associates
Georgia
$43.9K – – –
BCWM
556
Bartlett & Co Wealth Management
Ohio
$43.3K -$105K -4,529 -71%
BC
557
Bartlett & Co
Ohio
$43K -$105K -4,529 -71%
EWM
558
EPG Wealth Management
Georgia
$39.9K +$36.7K +1,589 +1,358%
PP
559
PrairieView Partners
Minnesota
$39K – – –
GM
560
GeoWealth Management
Illinois
$37K +$37.4K +1,620 New
WPA
561
West Paces Advisors
Georgia
$35.1K -$1.69K -73 -5%
AFG
562
Albion Financial Group
Utah
$35.1K – – –
FCA
563
Fortis Capital Advisors
Kansas
$34.3K -$993 -43 -3%
IRC
564
Investors Research Corp
Georgia
$33.9K +$670 +29 +2%
CH
565
Canton Hathaway
Rhode Island
$32K -$2.96K -128 -9%
FPFS
566
First Personal Financial Services
North Carolina
$31.6K +$31.2K +1,353 New
EWM
567
Endurance Wealth Management
Rhode Island
$30K – – –
CAM
568
Chesapeake Asset Management
New York
$29.2K +$28.8K +1,248 New
MWM
569
Mascoma Wealth Management
New Hampshire
$26.9K -$13.2K -573 -33%
SWM
570
Sugarloaf Wealth Management
Georgia
$23.4K – – –
IWP
571
IAG Wealth Partners
Wisconsin
$23.1K +$22.8K +986 New
WTA
572
Washington Trust Advisors
Massachusetts
$22.6K – – –
S
573
SignatureFD
Georgia
$21.9K – – –
GEA
574
Glen Eagle Advisors
New Jersey
$20.4K +$924 +40 +5%
JHCP
575
Jackson Hole Capital Partners
Oklahoma
$19.3K – – –
21 22
23
24 25