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iShares US Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
126
Snider Financial Group
Washington
$16.8M +$1.2M +52,168 +8%
MOS
127
MGO One Seven
Ohio
$16.8M +$15.5M +672,084 +1,127%
CPA
128
Capital Planning Advisors
California
$16.8M -$430K -18,637 -2%
SPIA
129
Steward Partners Investment Advisory
New York
$16.8M +$6.64M +287,930 +65%
NP
130
NorthRock Partners
Minnesota
$15.5M +$11.8M +511,942 +309%
SMFG
131
Sumitomo Mitsui Financial Group
Japan
$15.4M -$954K -41,363 -6%
IA
132
Integrity Alliance
Iowa
$15.1M +$924K +40,094 +6%
IWC
133
Integrated Wealth Concepts
Massachusetts
$15M +$2.6M +112,937 +21%
TDWM
134
Topel & Distasi Wealth Management
California
$14.9M +$271K +11,747 +2%
GAM
135
Gotham Asset Management
New York
$14.7M +$503K +21,824 +4%
PWM
136
Pacific Wealth Management
California
$14.4M +$607K +26,339 +4%
BWP
137
Bernardo Wealth Planning
Pennsylvania
$14.4M +$341K +14,807 +2%
PWM
138
Perigon Wealth Management
California
$14.2M -$931K -40,378 -6%
MA
139
Mutual Advisors
Nebraska
$14M +$2.38M +103,104 +20%
JSL
140
JT Stratford LLC
Georgia
$13.6M +$8.29M +359,538 +152%
KFS
141
Kelly Financial Services
Massachusetts
$13.5M +$13.6M +591,172 New
NAMI
142
Nomura Asset Management International
Pennsylvania
$13.3M
SFB
143
STAR Financial Bank
Indiana
$13.2M +$10.5M +455,553 +375%
AC
144
Addison Capital
Pennsylvania
$13.2M +$4.32M +187,384 +48%
SCM
145
SCS Capital Management
Massachusetts
$13.1M -$178K -7,712 -1%
SHIM
146
Stone House Investment Management
Pennsylvania
$13M +$12.5M +541,489 +2,227%
AWMNH
147
Arcadia Wealth Management (New Hampshire)
New Hampshire
$12.9M +$6.41M +277,891 +98%
IWA
148
Icon Wealth Advisors
Texas
$12.9M +$11.6M +502,799 +821%
GWP
149
Gateway Wealth Partners
Wisconsin
$12.6M +$12.1M +525,826 +2,051%
OWA
150
One Wealth Advisors
California
$12.5M +$10.5M +456,808 +514%