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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
651
Raleigh Capital Management
North Carolina
$93 -$107K -1,068 -100%
LAS
652
LWM Advisory Services
Florida
– -$8.28M -322,902 Closed
LAS
653
Lloyd Advisory Services
Georgia
– -$27.7M -283,884 Closed
HWM
654
Horizon Wealth Management
Illinois
– -$26.4M -262,631 Closed
RVPG
655
Relative Value Partners Group
– -$6.23M -61,883 Closed
AWM
656
Accurate Wealth Management
Florida
– -$6.21M -61,748 Closed
AIM
657
Astor Investment Management
Illinois
– -$6.19M -61,450 Closed
KDA
658
Kraft Davis & Associates
Missouri
– -$4.6M -45,757 Closed
BWFA
659
Baltimore-Washington Financial Advisors
Maryland
– -$3.94M -39,171 Closed
FHB
660
First Hawaiian Bank
Hawaii
– -$2.79M -27,680 Closed
LNC
661
Lincoln National Corp
Pennsylvania
– -$2.69M -26,750 Closed
IAA
662
Independent Advisor Alliance
North Carolina
– -$2.58M -25,569 Closed
CPBTD
663
Central Pacific Bank - Trust Division
Hawaii
– -$2.48M -24,760 Closed
JFL
664
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$1.72M -17,103 Closed
CIAS
665
Capital Investment Advisory Services
North Carolina
– -$1.57M -15,608 Closed
GAA
666
Global Assets Advisory
Florida
– -$1.29M -12,873 Closed
OWA
667
Outlook Wealth Advisors
Texas
– -$1.25M -12,383 Closed
LCGC
668
Legacy Capital Group California
California
– -$1.16M -11,534 Closed
MGW
669
MB Generational Wealth
Washington
– -$53.8K -11,101 Closed
WP
670
WealthPLAN Partners
Nebraska
– -$987K -9,798 Closed
SFM
671
Spartan Fund Management
Canada
– -$937K -9,300 Closed
1WM
672
1858 Wealth Management
Ohio
– -$883K -8,802 Closed
CBFP
673
Cedar Brook Financial Partners
Ohio
– -$880K -8,738 Closed
DADC
674
D.A. Davidson & Co
Montana
– -$747K -7,414 Closed
WI
675
WBI Investments
New Jersey
– -$744K -7,391 Closed