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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
176
Westfuller Advisors
New York
$24.1M -$1.16M -11,588 -5%
LWPC
177
Legacy Wealth Partners (Colorado)
Colorado
$23.6M +$22.6M +224,502 +2,187%
JFG
178
JDM Financial Group
Texas
$23.5M +$5.58M +55,491 +24%
EF
179
Empowered Funds
Pennsylvania
$23.1M -$2.84M -28,271 -11%
TPW
180
Talon Private Wealth
Florida
$22.6M +$22.6M +224,963 New
BPA
181
Beacon Pointe Advisors
California
$22.6M +$1.9M +18,941 +9%
SWM
182
Shrier Wealth Management
California
$22.6M +$2.11M +21,018 +10%
CAAM
183
Cornerstone Advisors Asset Management
Pennsylvania
$22.1M +$3.03M +30,154 +16%
CIAS
184
CFS Investment Advisory Services
New Jersey
$21.6M +$1.75M +17,390 +9%
OAM
185
Occidental Asset Management
California
$21.3M +$21.2M +211,303 New
BI
186
Bramshill Investments
Florida
$21.1M +$21.1M +210,000 New
OL
187
Owen LaRue
Kentucky
$20.9M -$4M -39,786 -16%
PAA
188
Peregrine Asset Advisers
Oregon
$20.6M +$15.1M +150,053 +274%
Betterment LLC
189
Betterment LLC
New York
$20.5M +$5.13M +51,030 +33%
FOA
190
Five Oceans Advisors
California
$20.5M -$1.01M -10,065 -5%
MNA
191
Manning & Napier Advisors
New York
$20.3M +$1.4M +13,952 +7%
RPGK
192
Retirement Planning Group (Kansas)
Kansas
$20.3M -$1.09M -10,804 -5%
KPWS
193
Kestra Private Wealth Services
Texas
$20.1M +$5.15M +51,279 +35%
AFG
194
Altiora Financial Group
Ohio
$20M -$1.95M -19,411 -9%
MOS
195
MGO One Seven
Ohio
$20M +$323K +3,217 +2%
ACA
196
Affinity Capital Advisors
California
$19.9M +$3.69M +36,718 +23%
BJL
197
Brighton Jones LLC
Washington
$19.9M +$2.93M +29,149 +17%
AF
198
Allworth Financial
California
$19.8M +$253K +2,520 +1%
APWA
199
Atlas Private Wealth Advisors
New Jersey
$19.8M +$1.33M +13,256 +7%
LHEI
200
Leo H. Evart Inc
California
$19.7M +$19.7M +195,748 New