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iShares US Treasury Bond ETF
GOVT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
626
Chesapeake Wealth Management
Virginia
$205K – – –
NW
627
NewEdge Wealth
Pennsylvania
$203K -$67.9K -2,963 -25%
SPF
628
South Plains Financial
Texas
$196K – – –
PG
629
Proffitt & Goodson
Tennessee
$182K +$6.1K +266 +3%
RFS
630
Richardson Financial Services
Massachusetts
$180K +$28K +1,222 +19%
CSPIA
631
Cary Street Partners Investment Advisory
Virginia
$179K +$103K +4,511 +139%
NS
632
NBC Securities
Alabama
$175K -$11.9K -521 -6%
GI
633
GAMMA Investing
California
$170K -$858K -37,420 -84%
AFG
634
Albion Financial Group
Utah
$162K – – –
SWP
635
SIMA Wealth Partners
Virginia
$155K -$7.68K -335 -5%
SRCM
636
Signature Resources Capital Management
California
$145K – – –
CF
637
Centaurus Financial
California
$139K +$37.1K +1,619 +37%
TC
638
Truvestments Capital
Florida
$137K -$3.1K -135 -2%
DRS
639
Deane Retirement Strategies
Louisiana
$129K +$298 +13 +0.2%
ATC
640
Adirondack Trust Company
New York
$125K – – –
PAM
641
Palisade Asset Management
Minnesota
$124K +$123K +5,365 New
CIA
642
Cape Investment Advisory
Georgia
$119K -$7.04K -307 -6%
PK
643
Pflug Koory
Nebraska
$115K – – –
MSWA
644
Marshall & Sterling Wealth Advisors
New York
$101K -$9.54K -416 -9%
BWL
645
Bogart Wealth LLC
Virginia
$101K -$10.1K -442 -9%
CT
646
Caldwell Trust
Florida
$97.8K – – –
WSFS
647
Wilmington Savings Fund Society
Delaware
$94.9K -$8.98M -391,781 -99%
RWA
648
Redmont Wealth Advisors
Illinois
$91.5K +$90.7K +3,956 New
AIP
649
Ameritas Investment Partners
Nebraska
$90.1K +$803 +35 +0.9%
GSWM
650
Golden State Wealth Management
California
$86.7K -$5.18K -226 -6%
24 25
26
27 28