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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
51
Clear Creek Financial Management
Washington
$34.7M +$2.33M +23,187 +7%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$34.5M +$29.7M +295,947 +628%
MWM
53
Merriman Wealth Management
Washington
$34.4M +$30.8M +306,756 +876%
SFA
54
Sequoia Financial Advisors
Ohio
$34M +$5.1M +50,769 +18%
Goldman Sachs
55
Goldman Sachs
New York
$33.8M +$12.9M +128,608 +62%
SW
56
SVB Wealth
Massachusetts
$33.6M -$11M -109,485 -25%
Corient Private Wealth
57
Corient Private Wealth
Florida
$33.2M +$26.9M +267,733 +429%
OLVIG
58
Oliver Lagore Vanvalin Investment Group
Michigan
$33.1M +$23.4M +232,554 +242%
VWM
59
Vigilare Wealth Management
Arizona
$33M +$10.4M +103,091 +46%
RJA
60
Raymond James & Associates
Florida
$32.9M +$7.16M +71,240 +28%
BL
61
Balentine LLC
Georgia
$32.3M +$28.9M +287,740 +870%
Brown Advisory
62
Brown Advisory
Maryland
$32M +$19.4M +193,084 +155%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$30.6M +$28.5M +283,444 +1,383%
Stifel Financial
64
Stifel Financial
Missouri
$30.3M +$7.86M +78,253 +35%
TIA
65
Traphagen Investment Advisors
New Jersey
$29.8M +$13.6M +135,365 +84%
BlackRock
66
BlackRock
New York
$29.2M -$1.71M -17,067 -6%
CFM
67
Capricorn Fund Managers
United Kingdom
$29.1M -$8.03M -79,972 -22%
Millennium Management
68
Millennium Management
New York
$28.7M +$11M +109,733 +63%
BCM
69
BML Capital Management
Indiana
$27.2M +$9.04M +90,000 +50%
EF
70
Empirical Finance
Pennsylvania
$26.9M -$11.1K -111 -0%
FWM
71
Focused Wealth Management
New York
$26.4M +$26.3M +262,331 New
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$26.3M +$943K +9,393 +4%
PC
73
Pecaut & Co
Iowa
$26.3M +$4.08M +40,629 +18%
SCI
74
Stableford Capital II
Arizona
$26.1M -$4.82M -47,937 -16%
PFO
75
Pathstone Family Office
New Jersey
$25.5M +$8.73M +86,908 +52%