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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
526
Rockwood Wealth Management
Pennsylvania
$378K +$377K +3,754 New
JWM
527
Jessup Wealth Management
Ohio
$378K +$10.8K +107 +3%
LAS
528
LWM Advisory Services
Florida
$377K +$376K +3,745 New
FIA
529
Foundations Investment Advisors
Arizona
$375K -$718K -7,139 -66%
IAN
530
Integrated Advisors Network
Texas
$373K -$141K -1,400 -27%
OCM
531
One Capital Management
California
$373K +$1.51K +15 +0.4%
Baird Financial Group
532
Baird Financial Group
Wisconsin
$372K -$81.5K -811 -18%
Kayne Anderson Rudnick Investment Management
533
Kayne Anderson Rudnick Investment Management
California
$371K -$276K -2,749 -43%
TC
534
Trust Company
Kansas
$365K
RIA
535
Retirement Investment Advisors
Oklahoma
$363K
WSFS
536
Wilmington Savings Fund Society
Delaware
$361K +$360K +3,583 New
CNBT
537
Canandaigua National Bank & Trust
New York
$360K +$359K +3,570 New
PFS
538
Prospera Financial Services
Texas
$354K -$30.5K -303 -8%
GIM
539
Guild Investment Management
California
$353K -$136K -1,350 -28%
FF
540
Friedenthal Financial
New Jersey
$350K -$101K -1,001 -22%
FCH
541
Freestone Capital Holdings
Washington
$349K +$348K +3,465 New
JSSH
542
J. Safra Sarasin Holding
$348K +$76K +756 +28%
HA
543
Hanover Advisors
South Carolina
$346K -$20.6K -205 -6%
Fifth Third Bancorp
544
Fifth Third Bancorp
Ohio
$342K
RFA
545
Resurgent Financial Advisors
Georgia
$342K +$342K +3,398 New
WWM
546
WT Wealth Management
Arizona
$342K
FCI
547
Financial Counselors Inc
Kansas
$338K +$129K +1,280 +62%
TW
548
Transform Wealth
Colorado
$337K -$10.1K -100 -3%
OAJ
549
Ogorek Anthony Joseph
New York
$337K +$62K +617 +23%
BC
550
Brio Consultants
California
$325K +$324K +3,222 New