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iShares US Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Gibbs Wealth Management
Georgia
$17.3M +$1.62M +71,663 +11%
PAG
102
Private Advisor Group
New Jersey
$17M +$1.46M +64,572 +10%
BCWM
103
Bartlett & Co Wealth Management
Ohio
$16.3M +$1.2M +52,808 +8%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$16.2M -$1.26M -55,661 -7%
IA
105
Integrity Alliance
Iowa
$16.1M +$3.38M +149,157 +27%
EH
106
Equitable Holdings
New York
$16.1M +$627K +27,673 +4%
TNA
107
True North Advisors
Texas
$16M +$15.7M +694,311 New
EFP
108
Envision Financial Planning
Tennessee
$15.9M +$465K +20,495 +3%
PWM
109
Pacific Wealth Management
California
$15.3M +$4.68M +206,534 +45%
SMFG
110
Sumitomo Mitsui Financial Group
Japan
$15.3M +$528K +23,294 +4%
PAS
111
Park Avenue Securities
New York
$15.1M -$7.2M -317,674 -33%
PWM
112
Perigon Wealth Management
California
$14.5M -$5.15M -227,363 -27%
SFG
113
Snider Financial Group
Washington
$14.2M +$280K +12,333 +2%
KFI
114
Key Financial Inc
Pennsylvania
$13.8M +$1.63M +71,871 +14%
Mariner
115
Mariner
Kansas
$13.8M +$1.92M +84,688 +16%
OAM
116
Occidental Asset Management
California
$13.5M +$105K +4,615 +0.8%
Creative Planning
117
Creative Planning
Kansas
$13.4M +$5.81M +256,372 +79%
CCM
118
Coldstream Capital Management
Washington
$13.3M -$519K -22,915 -4%
IWC
119
Integrated Wealth Concepts
Massachusetts
$13.3M -$2.04M -89,973 -13%
CCFM
120
Clear Creek Financial Management
Washington
$13.2M +$2.69M +118,806 +26%
MWM
121
Modern Wealth Management
Kansas
$13.1M +$3.08M +135,908 +31%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$12.8M +$1.11M +48,769 +10%
SSCM
123
Spectrum Strategic Capital Management
Oregon
$12.8M -$297K -13,102 -2%
BWP
124
Bernardo Wealth Planning
Pennsylvania
$12.7M +$209K +9,230 +2%
TDWM
125
Topel & Distasi Wealth Management
California
$12.7M +$357K +15,758 +3%