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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IHL
226
Investment House LLC
California
$3.84M
IAS
227
Insigneo Advisory Services
Florida
$3.84M +$1.32K +12 +0%
GC
228
Gould Capital
Washington
$3.82M -$14.2K -129 -0.4%
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$3.81M -$1.41M -12,795 -27%
PFM
230
Patton Fund Management
Texas
$3.68M -$190K -1,723 -5%
CHJWM
231
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.62M -$466K -4,229 -11%
CA
232
Clearstead Advisors
Ohio
$3.44M +$53.8K +488 +2%
AWS
233
Atria Wealth Solutions
New York
$3.41M -$6.07M -55,082 -64%
PWA
234
Principia Wealth Advisory
Texas
$3.38M -$183K -1,662 -5%
SAM
235
Strategy Asset Managers
California
$3.37M +$288K +2,615 +9%
Lido Advisors
236
Lido Advisors
California
$3.37M +$2.92M +26,524 +667%
BWP
237
Burling Wealth Partners
Illinois
$3.34M +$3.33M +30,207 New
FHC
238
First Heartland Consultants
Missouri
$3.33M +$791K +7,171 +31%
BL
239
Balentine LLC
Georgia
$3.28M
PPWP
240
Premier Path Wealth Partners
New Jersey
$3.27M +$31.3K +284 +1%
AG
241
Ascent Group
Virginia
$3.25M +$655K +5,944 +25%
FA
242
Fiduciary Alliance
South Carolina
$3.21M -$53.4K -484 -2%
SKK
243
Shepherd Kaplan Krochuk
Massachusetts
$3.19M -$102K -922 -3%
BWM
244
Bosman Wealth Management
California
$3.15M +$3.14M +28,499 New
AWMM
245
Aegis Wealth Management (Maryland)
Maryland
$3.14M
MAM
246
Milestone Asset Management
Pennsylvania
$3.12M +$75.7K +687 +2%
GLA
247
Good Life Advisors
Pennsylvania
$3.09M -$3.31K -30 -0.1%
TC
248
Trilogy Capital
California
$3.07M +$309K +2,799 +11%
E3F
249
Eight 31 Financial
Texas
$3.07M +$59.3K +538 +2%
KFA
250
Kelleher Financial Advisors
New York
$3.02M +$674K +6,109 +29%