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iShares US Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWPC
626
Legacy Wealth Partners (Colorado)
Colorado
$514K +$50.9K +2,236 +11%
CHAM
627
Clear Harbor Asset Management
Connecticut
$513K -$37K -1,625 -7%
VWWMG
628
Vermillion & White Wealth Management Group
Pennsylvania
$502K -$10.4K -457 -2%
DWM
629
DecisionMap Wealth Management
Virginia
$502K -$58.8K -2,583 -10%
DA
630
Doliver Advisors
Texas
$501K +$501K +22,014 New
TCWM
631
Total Clarity Wealth Management
Illinois
$501K +$26.9K +1,183 +6%
MT
632
Midwest Trust
Kansas
$497K -$377K -16,573 -43%
KWA
633
Kingswood Wealth Advisors
California
$486K -$127K -5,592 -21%
RC
634
Roundview Capital
New Jersey
$486K -$25.8K -1,133 -5%
AWAU
635
Alliance Wealth Advisors (Utah)
Utah
$486K -$183K -8,030 -27%
MIFH
636
Migdal Insurance & Financial Holdings
Israel
$485K
TFA
637
TrustWell Financial Advisors
Florida
$484K +$30.2K +1,325 +7%
MFGM
638
Marshall Financial Group (Maryland)
Maryland
$483K -$49.4K -2,168 -9%
NFG
639
Nations Financial Group
Iowa
$482K -$34.4K -1,510 -7%
Members Trust
640
Members Trust
Florida
$478K -$20.9K -918 -4%
PFA
641
Petra Financial Advisors
Colorado
$477K +$4.08K +179 +0.9%
MA
642
MONECO Advisors
Connecticut
$475K +$956 +42 +0.2%
BFS
643
BridgePort Financial Solutions
Iowa
$474K +$156K +6,853 +49%
TVPW
644
Third View Private Wealth
Connecticut
$473K -$31.7K -1,393 -6%
PFA
645
Pinnacle Family Advisors
Missouri
$471K +$35K +1,537 +8%
PGFC
646
Peapack-Gladstone Financial Corp
New Jersey
$468K +$69.4K +3,047 +17%
HWM
647
HFG Wealth Management
Texas
$467K -$20K -877 -4%
PCG
648
Prosperity Consulting Group
Maryland
$466K -$38.1K -1,674 -8%
KV
649
Kickstand Ventures
New York
$465K -$934K -41,029 -67%
PBF
650
Petix & Botte Financial
California
$463K +$463K +20,321 New