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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
176
Osborne Partners Capital Management
California
$19.8M +$832K +8,278 +4%
VFPW
177
Vantage Financial Partners (Wisconsin)
Wisconsin
$19.8M +$4.57M +45,516 +30%
MGO One Seven
178
MGO One Seven
Ohio
$19.7M +$731K +7,275 +4%
AP
179
Advisors Preferred
Maryland
$19.6M +$1.73M +17,190 +10%
Allworth Financial
180
Allworth Financial
California
$19.5M -$2.11M -20,995 -10%
Grimes & Company
181
Grimes & Company
Massachusetts
$19.1M +$19.1M +190,372 New
KFGG
182
Keystone Financial Group (Georgia)
Georgia
$19M +$886K +8,815 +5%
CAAM
183
Cornerstone Advisors Asset Management
Pennsylvania
$19M +$1.96M +19,481 +11%
MM
184
Main Management
California
$19M +$902K +8,979 +5%
Manning & Napier Advisors
185
Manning & Napier Advisors
New York
$18.8M +$4.08M +40,625 +28%
PAG
186
Private Advisory Group
Washington
$18.7M -$10.2M -101,707 -35%
PF
187
Penney Financial
Texas
$18.4M +$6.62M +65,881 +56%
APWA
188
Atlas Private Wealth Advisors
New Jersey
$18.4M +$2M +19,888 +12%
AA
189
Alpha Advisors
Virginia
$18.3M -$93K -925 -0.5%
SCM
190
Schnieders Capital Management
California
$18.2M +$13.2M +131,783 +268%
IPW
191
Impact Partnership Wealth
Georgia
$18M +$4.46M +44,405 +33%
SIAM
192
Sterling Investment Advisors (Missouri)
Missouri
$17.8M +$203K +2,016 +1%
T. Rowe Price Investment Management
193
T. Rowe Price Investment Management
Maryland
$17.6M +$2.89M +28,751 +20%
IA
194
IFS Advisors
Kansas
$17.6M -$3.68M -36,619 -17%
TPWM
195
Twelve Points Wealth Management
Massachusetts
$17.2M -$53.7K -534 -0.3%
Brighton Jones LLC
196
Brighton Jones LLC
Washington
$16.9M -$3.45M -34,361 -17%
MAM
197
Milestone Asset Management
Pennsylvania
$16.8M +$16.8M +167,373 New
RZH
198
Relyea Zuckerberg Hanson
Connecticut
$16.7M +$2.52M +25,062 +18%
LAS
199
Legacy Advisory Services
Pennsylvania
$16.7M -$161K -1,605 -1%
Independent Financial Group
200
Independent Financial Group
California
$16.3M +$7.63M +75,942 +87%