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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
126
Arkfeld Wealth Strategies
Nebraska
$250K
KWM
127
Kingsview Wealth Management
Oregon
$234K +$233K +2,333 New
VAS
128
Vestmark Advisory Solutions
Massachusetts
$226K +$226K +2,261 New
EWM
129
Executive Wealth Management
Michigan
$225K +$225K +2,250 New
AWM
130
AE Wealth Management
Kansas
$218K +$218K +2,176 New
RDFA
131
Ritter Daniher Financial Advisory
Ohio
$121K +$121K +1,205 New
IA
132
IFP Advisors
Florida
$103K
SWM
133
Spire Wealth Management
Virginia
$86K
FF
134
FourThought Financial
Florida
$76K +$75.5K +755 New
GFP
135
Gryphon Financial Partners
Ohio
$61K +$60.9K +609 New
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$57K
CCA
137
Column Capital Advisors
Indiana
$54K +$54.3K +543 New
GRP
138
Global Retirement Partners
California
$48K +$500 +5 +1%
US Bancorp
139
US Bancorp
Minnesota
$47K +$17.3K +173 +58%
BFEC
140
Benjamin F. Edwards & Company
Missouri
$40K +$40.2K +402 New
Wells Fargo
141
Wells Fargo
California
$37K +$7K +70 +24%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$33K +$31.3K +313 +3,478%
KSWA
143
Kathleen S. Wright Associates
Pennsylvania
$33K +$33K +330 New
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.7K +57 New
CWC
145
Carolinas Wealth Consulting
North Carolina
$4K +$3.6K +36 New
HIA
146
Harbor Investment Advisory
Maryland
$1K
TFS
147
TrustCore Financial Services
Tennessee
$1K +$900 +9 New
AIC
148
Archer Investment Corporation
Indiana
$100
EBA
149
Eagle Bay Advisors
New York
$100 +$100 +1 New
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
-$36.5M -364,748 Closed