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iShares US Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
551
Triumph Capital Management
Colorado
$321K -$32.1K -1,407 -9%
State Farm Mutual Automobile Insurance
552
State Farm Mutual Automobile Insurance
Illinois
$320K +$318K +13,939 New
JWCA
553
J.W. Cole Advisors
Florida
$319K -$59.5K -2,609 -16%
PAS
554
PKS Advisory Services
New York
$317K +$314K +13,783 New
BA
555
Bellwether Advisors
Nebraska
$315K -$24.1K -1,056 -7%
GSIAS
556
Garden State Investment Advisory Services
New Jersey
$310K -$12.9K -564 -4%
SFS
557
Security Financial Services
Indiana
$310K -$5.66K -248 -2%
AWP
558
Axis Wealth Partners
Rhode Island
$308K +$306K +13,404 New
ESB
559
Essex Savings Bank
Connecticut
$304K -$18.7K -820 -6%
WA
560
Wealth Alliance
New York
$303K +$43.8K +1,919 +17%
UB
561
Umpqua Bank
Oregon
$301K -$352K -15,416 -53%
CSP
562
Cary Street Partners
Virginia
$299K +$297K +13,032 New
EWM
563
Evercore Wealth Management
New York
$299K
DCM
564
Donaldson Capital Management
Indiana
$297K -$8.01K -351 -3%
IBOK
565
Independence Bank of Kentucky
Kentucky
$294K +$200K +8,763 +219%
PGFC
566
Peapack-Gladstone Financial Corp
New Jersey
$292K
Aberdeen Group
567
Aberdeen Group
United Kingdom
$291K
EPW
568
Endeavor Private Wealth
Kansas
$291K +$289K +12,666 New
FDW
569
Fourth Dimension Wealth
Ohio
$289K +$287K +12,585 New
PPWP
570
Premier Path Wealth Partners
New Jersey
$287K -$183K -8,003 -39%
CA
571
CoreCap Advisors
Michigan
$286K +$81.4K +3,567 +40%
SW
572
SVB Wealth
Massachusetts
$285K +$283K +12,405 New
TSWM
573
Tyler-Stone Wealth Management
Ohio
$284K +$11.2K +493 +4%
BWM
574
Bulltick Wealth Management
Florida
$278K +$4.31K +189 +2%
LWA
575
Lifelong Wealth Advisors
Minnesota
$278K +$276K +12,109 New