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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
126
Sowell Financial Services
Arkansas
$7.26M +$7.25M +72,165 New
BCM
127
Brasada Capital Management
Texas
$6.7M -$608K -6,054 -8%
DWM
128
Destination Wealth Management
California
$6.59M -$21.8M -217,004 -77%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$6.58M +$5.72M +56,975 +677%
RVPG
130
Relative Value Partners Group
$6.49M +$187K +1,859 +3%
APWA
131
Atlas Private Wealth Advisors
New Jersey
$6.39M +$4.07M +40,569 +177%
OAM
132
Oppenheimer Asset Management
New York
$6.39M -$1.73M -17,223 -21%
Corient Private Wealth
133
Corient Private Wealth
Florida
$6.29M -$1.66M -16,565 -21%
OCM
134
Orion Capital Management
California
$5.93M +$5.13M +51,078 +648%
SFM
135
Signet Financial Management
New Jersey
$5.85M -$553K -5,506 -9%
RSWM
136
Robertson Stephens Wealth Management
California
$5.69M +$186K +1,851 +3%
GLR
137
Great Lakes Retirement
Ohio
$5.62M +$5.61M +55,849 New
SWM
138
Selective Wealth Management
Virginia
$5.47M +$5.47M +54,522 New
SFO
139
Stokes Family Office
Louisiana
$5.43M +$306K +3,050 +6%
WW
140
Waterfront Wealth
Kansas
$5.33M +$5.32M +52,941 New
HSWM
141
Hubbell Strickland Wealth Management
Louisiana
$5.24M +$178K +1,770 +4%
Lido Advisors
142
Lido Advisors
California
$5.24M +$3.49M +34,728 +201%
NA
143
NewEdge Advisors
Louisiana
$5.19M +$904 +9 +0%
VFA
144
Values First Advisors
Tennessee
$5.16M +$5.12M +51,003 +20,080%
SQA
145
Simon Quick Advisors
New Jersey
$5M +$231K +2,296 +5%
LHWM
146
Lake Hills Wealth Management
Texas
$4.94M -$12.5M -124,041 -72%
SMC
147
Smith, Moore & Co
Missouri
$4.88M -$6.62M -65,903 -58%
Creative Planning
148
Creative Planning
Kansas
$4.87M +$2.09M +20,773 +75%
CIAS
149
Capital Investment Advisory Services
North Carolina
$4.82M +$438K +4,360 +10%
IAA
150
Independent Advisor Alliance
North Carolina
$4.81M -$1.51M -15,041 -24%