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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1076
SilverOak Wealth Management
Minnesota
$263K -$22K -219 -8%
AWA
1077
Acorn Wealth Advisors
Michigan
$259K +$259K +2,574 New
MCM
1078
Manchester Capital Management
Vermont
$254K +$1.31K +13 +0.5%
MA
1079
Mosaic Advisors
Texas
$252K -$780K -7,758 -76%
SG
1080
Sankala Group
Colorado
$250K -$102K -1,010 -29%
CWA
1081
Consilium Wealth Advisory
Texas
$247K – – –
UCB
1082
United Community Bank
South Carolina
$247K +$246K +2,449 New
MW
1083
Maia Wealth
Colorado
$246K +$31.1K +309 +15%
BA
1084
Bellwether Advisors
Nebraska
$244K +$244K +2,428 New
ACP
1085
Argyle Capital Partners
California
$244K -$462K -4,595 -65%
QFA
1086
Quantum Financial Advisors
California
$242K +$242K +2,409 New
CG
1087
Corundum Group
Colorado
$242K +$242K +2,406 New
IFS
1088
Integrated Financial Solutions
Virginia
$242K – – –
TCA
1089
Transcend Capital Advisors
New Jersey
$237K +$236K +2,350 New
BGAI
1090
Bruce G. Allen Investments
Colorado
$236K +$147K +1,462 +165%
SWA
1091
Sightline Wealth Advisors
Connecticut
$233K +$503 +5 +0.2%
WI
1092
Westbourne Investments
Virginia
$232K +$5.03K +50 +2%
DSAM
1093
Dock Street Asset Management
Florida
$230K -$101K -1,000 -30%
BC
1094
BDFS Capital
Delaware
$230K +$229K +2,283 New
CFO
1095
Capitol Family Office
Oregon
$230K – – –
PCM
1096
Parsons Capital Management
Rhode Island
$229K +$229K +2,275 New
SFS
1097
Summit Financial Strategies
Ohio
$229K -$223K -2,214 -49%
AA
1098
Armis Advisers
Georgia
$228K -$39K -388 -15%
LHWM
1099
Lake Hills Wealth Management
Texas
$227K -$45K -448 -17%
BIS
1100
BG Investment Services
Guam
$227K +$226K +2,252 New