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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
226
Premier Path Wealth Partners
New Jersey
$3.78M +$331K +3,002 +10%
MWM
227
Meridian Wealth Management
Kentucky
$3.7M -$6.28M -56,934 -63%
FFM
228
Forum Financial Management
Illinois
$3.65M -$882K -8,004 -19%
AIP
229
Alexis Investment Partners
Texas
$3.64M +$127K +1,152 +4%
SPWM
230
Spartan Planning & Wealth Management
North Carolina
$3.63M -$2.06M -18,714 -36%
Citigroup
231
Citigroup
New York
$3.56M -$4.25M -38,565 -54%
TC
232
Trilogy Capital
California
$3.54M -$400K -3,632 -10%
RWM
233
Ritholtz Wealth Management
New York
$3.48M +$318K +2,886 +10%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$3.47M +$1.65M +14,974 +91%
KFA
235
Kelleher Financial Advisors
New York
$3.42M +$151K +1,366 +5%
SLWA
236
San Luis Wealth Advisors
California
$3.4M -$2.73M -24,759 -45%
AG
237
Ascent Group
Virginia
$3.4M -$53.9K -489 -2%
LBC
238
Lowe Brockenbrough & Co
Virginia
$3.4M -$7.72K -70 -0.2%
PP
239
Paladin Partners
Wisconsin
$3.39M -$78.3K -710 -2%
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$3.39M +$582K +5,277 +21%
AWM
241
Atticus Wealth Management
Florida
$3.38M +$1.39M +12,567 +70%
CFA
242
Camarda Financial Advisors
Florida
$3.35M +$228K +2,067 +7%
JIR
243
James Investment Research
Ohio
$3.24M -$192K -1,743 -6%
RIA
244
Regal Investment Advisors
Michigan
$3.24M -$1.45M -13,160 -31%
MIA
245
MMBG Investment Advisors
Florida
$3.21M +$338K +3,065 +12%
HPM
246
Hudson Portfolio Management
New York
$3.12M +$1.1M +9,950 +54%
TPCW
247
TD Private Client Wealth
New York
$3.12M -$920K -8,351 -23%
PAG
248
Private Advisor Group
New Jersey
$3.03M -$2.61M -23,684 -46%
TRCT
249
Tower Research Capital (TRC)
New York
$3.01M +$2.96M +26,865 +7,145%
MG
250
Marex Group
$2.94M +$2.94M +26,634 New