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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPW
101
Transatlantique Private Wealth
New York
$2.32M +$593K +5,924 +34%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$2.23M +$2.23M +22,266 New
CLOS
103
Compagnie Lombard Odier SCmA
Switzerland
$2.23M +$976K +9,750 +78%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$2.22M -$19.3M -192,358 -90%
BTWM
105
Baker Tilly Wealth Management
Wisconsin
$2.17M +$2.17M +21,631 New
TC
106
TAP Consulting
Missouri
$1.94M +$1.93M +19,319 New
HWM
107
Howard Wealth Management
Connecticut
$1.92M +$200K +2,000 +12%
CL
108
COWA LLC
Oklahoma
$1.79M -$11.8M -118,111 -87%
WP
109
WealthSource Partners
California
$1.75M +$626K +6,253 +56%
AF
110
Allworth Financial
California
$1.72M +$552K +5,511 +47%
OC
111
Oppenheimer & Co
New York
$1.64M +$675K +6,738 +70%
AFP
112
Ausdal Financial Partners
Iowa
$1.6M -$64.6K -645 -4%
C
113
Certuity
Florida
$1.55M -$166K -1,659 -10%
ASN
114
Advisory Services Network
Georgia
$1.4M +$1.6K +16 +0.1%
Bank of New York Mellon
115
Bank of New York Mellon
New York
$1.35M -$272K -2,713 -17%
LWAM
116
Legacy Wealth Asset Management
Minnesota
$1.34M
TAM
117
Tucker Asset Management
Colorado
$1.31M +$1.31M +13,073 New
HF
118
HRT Financial
New York
$1.31M +$1.31M +13,041 New
SFS
119
Security Financial Services
Indiana
$1.3M -$156K -1,560 -11%
LIM
120
Leavell Investment Management
Alabama
$1.26M +$957K +9,556 +320%
VBFG
121
Vishria Bird Financial Group
Tennessee
$1.25M +$1.24M +12,425 New
KFAA
122
Klaas Financial Asset Advisors
Illinois
$1.21M
SWM
123
Selective Wealth Management
Virginia
$1.2M +$1.2M +11,947 New
RIA
124
Realta Investment Advisors
Delaware
$1.11M +$24.1K +241 +2%
SIAG
125
Safeguard Investment Advisory Group
California
$1.07M +$1.07M +10,726 New