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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFAA
251
Klaas Financial Asset Advisors
Illinois
$980K +$189K +1,880 +24%
PIM
252
Provident Investment Management
Michigan
$965K +$335K +3,334 +53%
HFA
253
Highland Financial Advisors
New Jersey
$947K +$116K +1,160 +14%
OWA
254
Outlook Wealth Advisors
Texas
$940K -$3.19M -31,769 -77%
FIA
255
Foundations Investment Advisors
Arizona
$932K -$12.5M -124,479 -93%
WP
256
WealthSource Partners
California
$929K -$637K -6,342 -41%
AFG
257
Altiora Financial Group
Ohio
$908K +$98.2K +978 +12%
PA
258
PFG Advisors
Arizona
$907K +$905K +9,011 New
SI
259
Stephens Inc
Arkansas
$899K -$16.7M -166,210 -95%
WIA
260
World Investment Advisors
California
$898K +$896K +8,927 New
QPWM
261
Quadrant Private Wealth Management
Pennsylvania
$894K -$217K -2,160 -20%
VAG
262
VisionPoint Advisory Group
Texas
$878K +$312K +3,112 +55%
WCWM
263
Willow Creek Wealth Management
California
$860K +$858K +8,547 New
FFA
264
First Foundation Advisors
California
$846K -$797K -7,938 -49%
SWP
265
Strategic Wealth Partners
Ohio
$845K +$426K +4,239 +102%
CAL
266
Capital Advisors Ltd
Ohio
$809K +$505K +5,029 +167%
IMA
267
Investment Management Associates
Colorado
$803K -$1.01M -10,054 -56%
MIH
268
Meitav Investment House
Israel
$788K -$163K -1,620 -17%
WC
269
Waterloo Capital
Texas
$735K -$255K -2,536 -26%
AssetMark Inc
270
AssetMark Inc
California
$730K +$23.9K +238 +3%
EDRH
271
Edmond de Rothschild Holding
Switzerland
$727K +$725K +7,225 New
KAS
272
Kestra Advisory Services
Texas
$712K +$710K +7,076 New
VWM
273
Venturi Wealth Management
Texas
$698K -$10.5K -105 -1%
SAM
274
Secure Asset Management
Michigan
$681K +$144K +1,435 +27%
RA
275
RFG Advisory
Alabama
$673K +$14.9K +148 +2%