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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
601
Avidian Wealth Enterprises
Texas
$2.7M -$1.91M -18,993 -41%
BFG
602
Beacon Financial Group
Texas
$2.68M -$1.55M -15,436 -37%
NHFG
603
New Harbor Financial Group
Massachusetts
$2.68M -$850K -8,459 -24%
PFM
604
Professional Financial Management
Wisconsin
$2.68M -$57.5K -572 -2%
EFG
605
Ethos Financial Group
Pennsylvania
$2.68M -$109K -1,087 -4%
RIA
606
Realta Investment Advisors
Delaware
$2.67M +$206K +2,048 +8%
W
607
WealthCollab
Washington
$2.65M +$353K +3,515 +15%
LFAS
608
Level Four Advisory Services
Texas
$2.65M -$88.9K -884 -3%
BRWA
609
B. Riley Wealth Advisors
Florida
$2.65M -$64.3K -640 -2%
WCM
610
Wisconsin Capital Management
Wisconsin
$2.64M +$111K +1,103 +4%
FM
611
Foster & Motley
Ohio
$2.63M +$1.01M +10,064 +63%
TFA
612
Transamerica Financial Advisors
Florida
$2.6M -$241K -2,397 -8%
ZIC
613
ZWJ Investment Counsel
Georgia
$2.58M +$733K +7,286 +40%
CA
614
Capital Advantage
California
$2.58M +$621K +6,179 +32%
LWM
615
Latko Wealth Management
Illinois
$2.57M +$2.57M +25,543 New
WWA
616
WCG Wealth Advisors
Nevada
$2.54M +$2.53M +25,196 New
TC
617
Town Capital
Maryland
$2.53M +$2.53M +25,128 New
AWP
618
Axis Wealth Partners
Rhode Island
$2.52M +$813K +8,083 +48%
Fidelity Investments
619
Fidelity Investments
Massachusetts
$2.52M +$1.6M +15,915 +174%
RWA
620
Redhawk Wealth Advisors
Minnesota
$2.51M +$1.61M +15,996 +179%
OHIS
621
Oak Harvest Investment Services
Texas
$2.5M -$47.8K -475 -2%
PL
622
Plancorp LLC
Missouri
$2.49M -$2.39M -23,806 -49%
ZF
623
Zhang Financial
Michigan
$2.47M -$228K -2,268 -8%
CW
624
Cedarwood Wealth
Colorado
$2.47M +$2.47M +24,526 New
HIW
625
Holos Integrated Wealth
Pennsylvania
$2.47M -$550K -5,467 -18%