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iShares US Treasury Bond ETF
GOVT

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
601
Independent Advisor Alliance
North Carolina
$241K -$8.91M -393,222 -97%
TSWM
602
Tyler-Stone Wealth Management
Ohio
$239K -$44.3K -1,953 -16%
AO
603
Advisor OS
Illinois
$236K -$113K -4,977 -33%
NW
604
NewEdge Wealth
Pennsylvania
$236K -$7.07K -312 -3%
ERIC
605
Eagle Rock Investment Company
Georgia
$234K – – –
MCA
606
MSH Capital Advisors
Arizona
$228K +$225K +9,941 New
SPC
607
Sigma Planning Corp
Michigan
$227K -$10.9K -482 -5%
ESB
608
Essex Savings Bank
Connecticut
$227K -$76K -3,353 -25%
BWA
609
BCU Wealth Advisors
Illinois
$225K +$15.7K +694 +8%
TWCA
610
Two West Capital Advisors
Kansas
$225K -$106K -4,679 -32%
AC
611
Apella Capital
Connecticut
$221K -$41.4K -1,827 -16%
FAG
612
Fortitude Advisory Group
Washington
$220K -$2.9M -128,079 -93%
AIS
613
Accredited Investor Services
Minnesota
$219K +$216K +9,509 New
KWM
614
Keebeck Wealth Management
Illinois
$218K +$215K +9,503 New
TF
615
Theory Financial
Colorado
$218K +$8.64K +381 +4%
AWE
616
Avidian Wealth Enterprises
Texas
$218K -$907 -40 -0.4%
MSWM
617
McGlone Suttner Wealth Management
Wisconsin
$218K +$215K +9,472 New
MFS
618
Mirabella Financial Services
United Kingdom
$213K +$227K +10,000 New
SIC
619
Sterling Investment Counsel
New York
$212K +$4.38K +193 +2%
BFG
620
Berger Financial Group
Minnesota
$209K +$206K +9,108 New
BPA
621
Beacon Pointe Advisors
California
$209K +$4.56K +201 +2%
CRFG
622
Columbia River Financial Group
Washington
$209K +$207K +9,131 New
SC
623
Schubert & Co
Texas
$208K -$29.5K -1,302 -13%
LSIA
624
LaSalle St. Investment Advisors
Illinois
$205K +$23 +1 +0%
APC
625
Aspire Private Capital
North Carolina
$205K -$31.4K -1,384 -13%
23 24
25
26 27