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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
976
Consilium Wealth Advisory
Texas
$247K -$10.1K -100 -4%
Bessemer Group
977
Bessemer Group
New Jersey
$246K – – –
J. Safra Sarasin Holding
978
J. Safra Sarasin Holding
$244K -$26.6K -265 -10%
GM
979
GeoWealth Management
Illinois
$244K -$5.53K -55 -2%
EWM
980
EPG Wealth Management
Georgia
$242K +$242K +2,408 New
IFS
981
Integrated Financial Solutions
Virginia
$241K +$241K +2,400 New
GWANC
982
Guardian Wealth Advisors (North Carolina)
North Carolina
$238K – – –
CAGAS
983
Capital Advisory Group Advisory Services
Minnesota
$234K +$234K +2,330 New
Freestone Capital Holdings
984
Freestone Capital Holdings
Washington
$232K -$126K -1,253 -35%
SWA
985
Sightline Wealth Advisors
Connecticut
$232K +$2.91K +29 +1%
CFO
986
Capitol Family Office
Oregon
$230K -$100K -1,000 -30%
WI
987
Westbourne Investments
Virginia
$226K -$65.3K -650 -22%
Western Wealth Management
988
Western Wealth Management
Colorado
$226K +$226K +2,250 New
HBK Sorce Advisory
989
HBK Sorce Advisory
Pennsylvania
$225K +$225K +2,241 New
FHB
990
First Hawaiian Bank
Hawaii
$223K – – –
KWA
991
Kellett Wealth Advisors
Ohio
$223K +$223K +2,222 New
Wedmont Private Capital
992
Wedmont Private Capital
Pennsylvania
$221K +$221K +2,196 New
SMA
993
Seven Mile Advisory
New Jersey
$220K -$1.46M -14,576 -87%
EF
994
Exeter Financial
Arizona
$220K – – –
BIG
995
Brookwood Investment Group
Arizona
$217K +$502 +5 +0.2%
Nicholas Hoffman & Company
996
Nicholas Hoffman & Company
Georgia
$217K -$69.7K -694 -24%
SAM
997
Seelaus Asset Management
New Jersey
$216K – – –
MW
998
Maia Wealth
Colorado
$214K +$214K +2,131 New
SteelPeak Wealth
999
SteelPeak Wealth
California
$211K +$212K +2,105 New
QCMNJ
1000
Quantum Capital Management (New Jersey)
New Jersey
$210K -$15.5K -154 -7%