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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCP
501
Verus Capital Partners
Arizona
$893K +$224K +2,234 +34%
MWM
502
Modera Wealth Management
New Jersey
$890K -$321K -3,192 -26%
PIA
503
Perennial Investment Advisors
California
$886K +$78.7K +783 +10%
SPW
504
Sonoma Private Wealth
California
$880K +$58.5K +582 +7%
NL
505
NWAM LLC
Washington
$880K +$193K +1,921 +28%
KFAA
506
Klaas Financial Asset Advisors
Illinois
$874K +$27.5K +274 +3%
MWA
507
Mills Wealth Advisors
Texas
$872K +$873K +8,693 New
NPFS
508
Novak & Powell Financial Services
Florida
$862K +$863K +8,589 New
AA
509
Advisory Alpha
Michigan
$859K -$37.9K -377 -4%
DA
510
Denali Advisors
California
$853K -$735K -7,313 -46%
EWA
511
EverSource Wealth Advisors
Alabama
$812K +$5.53K +55 +0.7%
TIP
512
Tandem Investment Partners
New Jersey
$808K +$809K +8,058 New
SAM
513
Sectoral Asset Management
Quebec, Canada
$803K -$723K -7,200 -47%
WCM Investment Management
514
WCM Investment Management
California
$792K
SIP
515
Sellwood Investment Partners
Oregon
$788K +$789K +7,854 New
SPWM
516
Spartan Planning & Wealth Management
North Carolina
$783K +$784K +7,808 New
VWM
517
Venturi Wealth Management
Texas
$783K +$21.7K +216 +3%
IFG
518
Independent Financial Group
California
$782K +$376K +3,744 +92%
FGWP
519
Founders Grove Wealth Partners
Virginia
$781K +$782K +7,783 New
PA
520
Probity Advisors
Texas
$780K +$251K +2,500 +47%
EFG
521
Embree Financial Group
Illinois
$769K +$20.2K +201 +3%
BFG
522
Berger Financial Group
Minnesota
$768K +$769K +7,660 New
WWS
523
Wellington Wealth Strategies
Indiana
$759K +$759K +7,552 New
IAN
524
Integrated Advisors Network
Texas
$758K +$387K +3,850 +104%
SWP
525
Strategic Wealth Partners
Ohio
$748K -$39.3K -391 -5%