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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
1026
Landaas & Company
Wisconsin
– -$419K -4,160 Closed
TCWM
1027
Total Clarity Wealth Management
Illinois
– -$342K -3,394 Closed
AWM
1028
Able Wealth Management
New Jersey
– -$341K -3,382 Closed
Sax Wealth Advisors
1029
Sax Wealth Advisors
New Jersey
– -$334K -3,318 Closed
WP
1030
WealthPLAN Partners
Nebraska
– -$332K -3,301 Closed
PCM
1031
PenderFund Capital Management
British Columbia, Canada
– -$302K -3,000 Closed
Forum Financial Management
1032
Forum Financial Management
Illinois
– -$299K -2,971 Closed
1WM
1033
1858 Wealth Management
Ohio
– -$278K -2,756 Closed
IA
1034
Insight Advisors
Pennsylvania
– -$278K -2,756 Closed
PA
1035
Probity Advisors
Texas
– -$274K -2,721 Closed
Western Wealth Management
1036
Western Wealth Management
Colorado
– -$272K -2,706 Closed
CA
1037
Continuum Advisory
Idaho
– -$266K -2,638 Closed
OC
1038
Oarsman Capital
Wisconsin
– -$257K -2,554 Closed
AlTi Global
1039
AlTi Global
New York
– -$252K -2,506 Closed
RWM
1040
Rockwood Wealth Management
Pennsylvania
– -$251K -2,489 Closed
CPRC
1041
Consolidated Portfolio Review Corp
New York
– -$250K -2,480 Closed
HIS
1042
Harvest Investment Services
Illinois
– -$242K -2,408 Closed
IDA
1043
Intelligence Driven Advisers
California
– -$233K -2,313 Closed
BCM
1044
Buckhead Capital Management
Georgia
– -$231K -2,293 Closed
LMKC
1045
L.M. Kohn & Company
Ohio
– -$223K -2,218 Closed
QWM
1046
Quadcap Wealth Management
Texas
– -$222K -2,203 Closed
MW
1047
Maia Wealth
Colorado
– -$207K -2,051 Closed
Rathbones Group
1048
Rathbones Group
United Kingdom
– -$201K -2,000 Closed
SFPG
1049
Stonebridge Financial Planning Group
Florida
– -$201K -2,000 Closed
Capital Analysts LLC
1050
Capital Analysts LLC
Pennsylvania
– -$95K -945 Closed