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iShares US Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PEWA
651
Pacific Excel Wealth Advisors
California
$462K -$709K -31,154 -61%
HFO
652
Heritage Family Offices
Arizona
$462K +$99.2K +4,358 +27%
SWM
653
Sculati Wealth Management
Michigan
$457K +$61.3K +2,692 +15%
AWM
654
Axxcess Wealth Management
California
$455K +$455K +19,978 New
BCM
655
Brasada Capital Management
Texas
$454K -$133K -5,831 -23%
DWP
656
Destiny Wealth Partners
Florida
$447K -$8.97K -394 -2%
CFG
657
Cooper Financial Group
California
$447K +$36.8K +1,618 +9%
BW
658
Blalock Williams
Alabama
$447K +$53.1K +2,330 +13%
AWM
659
Accurate Wealth Management
Florida
$442K -$23.1K -1,016 -5%
LA
660
Latitude Advisors
Florida
$441K +$147K +6,439 +50%
SWM
661
Steelhead Wealth Management
Virginia
$440K +$205K +9,020 +88%
FWP
662
Falcon Wealth Planning
California
$439K -$59.1K -2,596 -12%
CWMK
663
Caliber Wealth Management (Kansas)
Kansas
$436K +$22.2K +975 +5%
WAL
664
W Advisors LLC
Tennessee
$432K +$88.3K +3,876 +26%
EFG
665
Elevated Financial Group
Indiana
$429K +$24.1K +1,060 +6%
IAG
666
Investment Advisory Group
Massachusetts
$422K +$422K +18,533 New
IF
667
Intrua Financial
Texas
$419K +$49.3K +2,164 +13%
HWM
668
Hohimer Wealth Management
Washington
$414K +$414K +18,192 New
MCA
669
Magnolia Capital Advisors
Mississippi
$414K -$8.68K -381 -2%
REMPR
670
Roof Eidam Maycock Peralta (REMP)
California
$412K
RI
671
Rinkey Investments
California
$411K
TBWA
672
Three Bridge Wealth Advisors
California
$411K +$29.3K +1,285 +8%
Qube Research & Technologies (QRT)
673
Qube Research & Technologies (QRT)
United Kingdom
$411K +$410K +18,024 New
FEM
674
Fulcrum Equity Management
Texas
$410K +$45.4K +1,994 +12%
FFG
675
Frisch Financial Group
New York
$405K +$405K +17,785 New