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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
126
Gladstone Institutional Advisory
Florida
$1.02M +$1.02M +10,144 New
CFFP
127
Center for Financial Planning
Michigan
$1M
FW
128
FirstPurpose Wealth
Utah
$924K +$923K +9,217 New
EH
129
Equitable Holdings
New York
$888K +$886K +8,852 New
WCG
130
Wall Capital Group
Arizona
$836K +$836K +8,346 New
MG
131
Mather Group
Illinois
$789K +$788K +7,870 New
YIA
132
YHB Investment Advisors
Connecticut
$777K -$1.48M -14,750 -66%
EP
133
Eudaimonia Partners
Tennessee
$754K
SOS
134
Silver Oak Securities
Tennessee
$745K +$741K +7,404 New
GWS
135
Glassman Wealth Services
Virginia
$734K -$340K -3,399 -32%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$729K -$35.4K -354 -5%
AA
137
Advisory Alpha
Michigan
$712K -$29.8K -298 -4%
WCG
138
Weaver Consulting Group
California
$690K +$689K +6,880 New
FFA
139
First Foundation Advisors
California
$677K +$676K +6,748 New
VFA
140
Valeo Financial Advisors
Indiana
$602K -$400K -3,995 -40%
RWM
141
Rockwood Wealth Management
Pennsylvania
$599K +$297K +2,964 +98%
CCFM
142
Clear Creek Financial Management
Washington
$589K +$247K +2,468 +72%
HWA
143
HHM Wealth Advisors
Tennessee
$578K +$6.71K +67 +1%
MSCM
144
McElhenny Sheffield Capital Management
Texas
$576K -$43.5M -434,309 -99%
CA
145
Continuum Advisory
Idaho
$575K +$574K +5,731 New
PAG
146
Private Advisor Group
New Jersey
$565K +$564K +5,630 New
AAS
147
Ameritas Advisory Services
Nebraska
$545K +$204K +2,042 +60%
CWC
148
Carolinas Wealth Consulting
North Carolina
$514K +$509K +5,086 +14,128%
BIG
149
Boothe Investment Group
Delaware
$501K
NA
150
NewEdge Advisors
Louisiana
$453K -$903K -9,023 -67%