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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFAA
426
Klaas Financial Asset Advisors
Illinois
$850K -$276K -2,748 -25%
SPW
427
Sonoma Private Wealth
California
$825K +$46.5K +463 +6%
SHGA
428
Sand Hill Global Advisors
California
$818K -$1.35M -13,439 -62%
PIA
429
Perennial Investment Advisors
California
$811K +$809K +8,048 New
EWA
430
EverSource Wealth Advisors
Alabama
$809K +$100K +995 +14%
AL
431
Aspiriant LLC
California
$806K -$412K -4,101 -34%
DCM
432
Donaldson Capital Management
Indiana
$803K -$81.6K -812 -9%
WCM Investment Management
433
WCM Investment Management
California
$796K
SWP
434
Strategic Wealth Partners
Ohio
$789K -$117K -1,163 -13%
AWA
435
Arkadios Wealth Advisors
Georgia
$766K -$53.6K -533 -7%
HWP
436
Highline Wealth Partners
California
$765K -$792K -7,882 -51%
VWM
437
Venturi Wealth Management
Texas
$764K -$7.04K -70 -0.9%
MSFS
438
Main Street Financial Solutions
Pennsylvania
$758K -$9.95K -99 -1%
EFG
439
Embree Financial Group
Illinois
$752K +$751K +7,467 New
SB
440
Strategic Blueprint
Georgia
$750K +$283K +2,813 +61%
FA
441
Faithward Advisors
Pennsylvania
$744K -$267K -2,657 -26%
ATC
442
Argent Trust Co
Tennessee
$743K -$80.2K -798 -10%
SP
443
Stonebrook Private
Michigan
$737K -$2.82M -28,078 -79%
AO
444
Advisor OS
Illinois
$736K +$86.6K +861 +13%
HOWA
445
Heritage Oak Wealth Advisors
Florida
$727K -$760K -7,557 -51%
NWWA
446
New Wave Wealth Advisors
Arkansas
$727K +$302K +3,006 +71%
TPW
447
Transatlantique Private Wealth
New York
$718K +$2.83M +28,151 +1,138%
NHC
448
Nicholas Hoffman & Company
Georgia
$714K -$711K -7,069 -50%
GP
449
Greenline Partners
New York
$711K -$565K -5,623 -44%
UAG
450
United Advisor Group
Ohio
$709K +$459K +4,570 +185%