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iShares US Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPBT
601
Hickory Point Bank & Trust
Illinois
$242K +$238K +10,507 New
Pinnacle Financial Partners (Tennessee)
602
Pinnacle Financial Partners (Tennessee)
Tennessee
$241K -$269K -11,850 -53%
Independent Advisor Alliance
603
Independent Advisor Alliance
North Carolina
$241K -$8.91M -393,222 -97%
TSWM
604
Tyler-Stone Wealth Management
Ohio
$239K -$44.3K -1,953 -16%
AO
605
Advisor OS
Illinois
$236K -$113K -4,977 -33%
NewEdge Wealth
606
NewEdge Wealth
Pennsylvania
$236K -$7.07K -312 -3%
ERIC
607
Eagle Rock Investment Company
Georgia
$234K – – –
MCA
608
MSH Capital Advisors
Arizona
$228K +$225K +9,941 New
Sigma Planning Corp
609
Sigma Planning Corp
Michigan
$227K -$10.9K -482 -5%
ESB
610
Essex Savings Bank
Connecticut
$227K -$76K -3,353 -25%
BWA
611
BCU Wealth Advisors
Illinois
$225K +$15.7K +694 +8%
TWCA
612
Two West Capital Advisors
Kansas
$225K -$106K -4,679 -32%
Apella Capital
613
Apella Capital
Connecticut
$221K -$41.4K -1,827 -16%
FAG
614
Fortitude Advisory Group
Washington
$220K -$2.9M -128,079 -93%
AIS
615
Accredited Investor Services
Minnesota
$219K +$216K +9,509 New
KWM
616
Keebeck Wealth Management
Illinois
$218K +$215K +9,503 New
TF
617
Theory Financial
Colorado
$218K +$8.64K +381 +4%
Avidian Wealth Enterprises
618
Avidian Wealth Enterprises
Texas
$218K -$907 -40 -0.4%
MSWM
619
McGlone Suttner Wealth Management
Wisconsin
$218K +$215K +9,472 New
MFS
620
Mirabella Financial Services
United Kingdom
$213K +$227K +10,000 New
SIC
621
Sterling Investment Counsel
New York
$212K +$4.38K +193 +2%
BFG
622
Berger Financial Group
Minnesota
$209K +$206K +9,108 New
Beacon Pointe Advisors
623
Beacon Pointe Advisors
California
$209K +$4.56K +201 +2%
CRFG
624
Columbia River Financial Group
Washington
$209K +$207K +9,131 New
SC
625
Schubert & Co
Texas
$208K -$29.5K -1,302 -13%