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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MADFP
151
Michael A Dubis Financial Planning
Wisconsin
$14.4M +$14.5M +144,008 New
AFG
152
Altiora Financial Group
Ohio
$14.4M +$2.76M +27,523 +24%
ERIM
153
Eagle Ridge Investment Management
Connecticut
$14.4M +$360K +3,579 +3%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$14.4M +$2.69M +26,778 +23%
CGA
155
Crescent Grove Advisors
Illinois
$14.3M -$239K -2,379 -2%
IPW
156
Impact Partnership Wealth
Georgia
$14.3M -$780K -7,766 -5%
SIAM
157
Sterling Investment Advisors (Missouri)
Missouri
$14.3M +$970K +9,652 +7%
CAAM
158
Cornerstone Advisors Asset Management
Pennsylvania
$14.2M +$666K +6,630 +5%
FPAS
159
Focus Partners Advisor Solutions
Missouri
$14M +$13.4M +133,784 +2,198%
SFS
160
Sowell Financial Services
Arkansas
$13.9M +$4.84M +48,221 +54%
TPWM
161
Twelve Points Wealth Management
Massachusetts
$13.8M +$9M +89,632 +186%
MOS
162
MGO One Seven
Ohio
$13.8M +$3.54M +35,250 +34%
T2I
163
Turim 21 Investimentos
Brazil
$13.7M +$13.7M +136,177 New
AP
164
Advisors Preferred
Maryland
$13.7M +$61.3K +610 +0.4%
KFGG
165
Keystone Financial Group (Georgia)
Georgia
$13.6M +$13.6M +135,765 New
BCM
166
Blume Capital Management
California
$13.3M +$1.43M +14,247 +12%
DWMS
167
Dominguez Wealth Management Solutions
Virginia
$13.2M +$82.8K +824 +0.6%
PCP
168
Panoramic Capital Partners
Oregon
$13.2M +$13.2M +131,803 New
ST
169
Smithfield Trust
Pennsylvania
$13M -$1.63M -16,276 -11%
GP
170
Greenline Partners
New York
$12.9M +$12.2M +121,751 +1,725%
NA
171
Nottingham Advisors
New York
$12.8M -$1.55M -15,474 -11%
KSWA
172
Kathleen S. Wright Associates
Pennsylvania
$12.6M -$1.18M -11,712 -9%
SSWM
173
Strait & Sound Wealth Management
California
$12.5M -$1.22M -12,155 -9%
RCS
174
Retirement Capital Strategies
California
$12M +$11.7M +116,130 +3,002%
SAF
175
Smith Anglin Financial
Texas
$12M +$405K +4,029 +3%