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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
701
Gradient Capital Advisors
California
$969K +$970K +9,653 New
LWA
702
LifeGoal Wealth Advisors
New York
$966K -$1.75M -17,405 -64%
LEA
703
Legacy Edge Advisors
New York
$962K +$963K +9,585 New
GC
704
GatePass Capital
Ohio
$954K +$955K +9,500 New
GFG
705
Grantvest Financial Group
New Jersey
$946K -$2.24M -22,325 -70%
SA
706
Sincerus Advisory
New York
$945K -$131K -1,304 -12%
SIM
707
SSI Investment Management
California
$926K -$2.01K -20 -0.2%
MGIA
708
Moneta Group Investment Advisors
Missouri
$924K +$925K +9,203 New
ECA
709
Elevated Capital Advisors
Utah
$923K -$14.2K -141 -2%
SIP
710
Sellwood Investment Partners
Oregon
$921K +$111K +1,105 +14%
WANY
711
Wealthspire Advisors (New York)
New York
$920K -$4.12K -41 -0.4%
SA
712
SPG Advisors
Washington
$919K +$377K +3,751 +69%
SOS
713
Silver Oak Securities
Tennessee
$917K -$122K -1,212 -12%
FWP
714
FAS Wealth Partners
Kansas
$915K +$916K +9,111 New
SL
715
Salomon & Ludwin
Virginia
$912K -$6.03K -60 -0.7%
PIM
716
Provident Investment Management
Michigan
$911K +$245K +2,437 +37%
GFP
717
Guardian Financial Partners
California
$897K +$898K +8,932 New
JIP
718
Jaffetilchin Investment Partners
Florida
$887K -$198K -1,973 -18%
TCBWMS
719
Texas Capital Bank Wealth Management Services
Texas
$881K +$882K +8,780 New
Kayne Anderson Rudnick Investment Management
720
Kayne Anderson Rudnick Investment Management
California
$877K +$170K +1,691 +24%
PG
721
Prostatis Group
Maryland
$875K +$150K +1,492 +21%
AWM
722
Activest Wealth Management
Florida
$875K +$876K +8,713 New
VWM
723
Venturi Wealth Management
Texas
$873K +$22.2K +221 +3%
FGG
724
Financial Guidance Group
Florida
$847K +$601K +5,983 +244%
NIA
725
NBZ Investment Advisors
Tennessee
$845K +$150K +1,492 +22%