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iShares US Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
576
Lifelong Wealth Advisors
Minnesota
$278K +$276K +12,109 New
IAIM
577
International Assets Investment Management
Florida
$276K +$280K +12,281 New
SA
578
Skyline Advisors
Washington
$275K -$7.7M -337,460 -97%
GWP
579
Gen-Wealth Partners
Michigan
$274K +$25.9K +1,135 +11%
MLA
580
My Legacy Advisors
Oregon
$273K +$15K +657 +6%
Axxcess Wealth Management
581
Axxcess Wealth Management
California
$273K +$5.89K +258 +2%
TBWA
582
Three Bridge Wealth Advisors
California
$268K +$3.58K +157 +1%
BWMG
583
Barnes Wealth Management Group
California
$267K +$265K +11,624 New
SC
584
Seldon Capital
California
$267K – – –
Apella Capital
585
Apella Capital
Connecticut
$265K -$60K -2,632 -19%
IAS
586
Insigneo Advisory Services
Florida
$263K +$43.7K +1,917 +20%
TWM
587
Tradition Wealth Management
Minnesota
$261K -$17.2K -756 -6%
Mount Yale Investment Advisors
588
Mount Yale Investment Advisors
Colorado
$260K -$34.3K -1,502 -12%
SWP
589
SIMA Wealth Partners
Virginia
$260K +$23 +1 +0%
TA
590
TrueWealth Advisors
Alabama
$256K +$33.5K +1,468 +15%
SG
591
StoneX Group
New York
$256K +$254K +11,131 New
SWM
592
SeaCrest Wealth Management
New York
$256K +$228 +10 +0.1%
FWP
593
Firethorn Wealth Partners
Georgia
$254K +$1.12K +49 +0.4%
Savvy Advisors Inc
594
Savvy Advisors Inc
New York
$251K +$1.3K +57 +0.5%
GWM
595
GDS Wealth Management
Texas
$247K +$6.89K +302 +3%
NewEdge Wealth
596
NewEdge Wealth
Pennsylvania
$243K -$329K -14,425 -58%
Baker Avenue Asset Management
597
Baker Avenue Asset Management
California
$239K +$3.26K +143 +1%
Sigma Planning Corp
598
Sigma Planning Corp
Michigan
$238K -$76.2K -3,341 -24%
SC
599
Schubert & Co
Texas
$238K +$237K +10,366 New
Meyer Handelman Company
600
Meyer Handelman Company
New York
$236K +$235K +10,291 New