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iShares 3-7 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSP
376
Cary Street Partners
Virginia
$928K +$938K +8,034 New
AWE
377
Avidian Wealth Enterprises
Texas
$928K +$11.6K +99 +1%
AWA
378
Arete Wealth Advisors
Illinois
$901K -$43.1K -369 -5%
SWP
379
Summit Wealth Partners
Florida
$895K +$244K +2,093 +37%
SMWM
380
Silvia McColl Wealth Management
California
$891K -$130K -1,118 -13%
TC
381
TAP Consulting
Missouri
$889K -$428K -3,671 -32%
FMI
382
F/M Investments
District of Columbia
$881K +$890K +7,625 New
OAS
383
Optivise Advisory Services
Tennessee
$879K
IA
384
IFG Advisory
Georgia
$876K +$885K +7,579 New
ULWM
385
Upper Left Wealth Management
Florida
$872K -$18K -154 -2%
PAYA
386
Phil A. Younker & Associates
Alaska
$867K +$875K +7,500 New
PFG
387
Pacific Financial Group
Washington
$865K -$15.9K -136 -2%
OP
388
ORG Partners
Indiana
$864K +$5.72K +49 +0.7%
CL
389
Choreo LLC
Illinois
$860K -$134K -1,147 -13%
FA
390
Faithward Advisors
Pennsylvania
$857K -$1.23M -10,543 -59%
CAS
391
Coppell Advisory Solutions
Texas
$854K -$18.4K -158 -2%
Lazard Asset Management
392
Lazard Asset Management
New York
$848K
CLOS
393
Compagnie Lombard Odier SCmA
Switzerland
$844K +$659K +5,642 +340%
CCB
394
Country Club Bank
Missouri
$839K +$185K +1,587 +28%
AFG
395
ABLE Financial Group
Arizona
$836K
IPWA
396
International Private Wealth Advisors
California
$820K +$828K +7,095 New
IAS
397
IMA Advisory Services
Colorado
$818K
TCCM
398
Timber Creek Capital Management
Massachusetts
$818K -$91.2K -781 -10%
WANY
399
Wealthspire Advisors (New York)
New York
$814K -$530K -4,538 -39%
TFCP
400
Twin Focus Capital Partners
Massachusetts
$803K +$437K +3,746 +117%