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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
MUFG Americas
New York
$78K +$77.5K +701 New
WT
302
Whittier Trust
California
$72K
JFGIW
303
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K +$72.4K +655 New
FCA
304
FinTrust Capital Advisors
South Carolina
$60K +$19.5K +176 +48%
VFA
305
Valeo Financial Advisors
Indiana
$58K -$12.1K -109 -17%
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$58K +$34.9K +316 +153%
LF
307
Lee Financial
Texas
$54K -$303K -2,745 -85%
RCA
308
Rowland Carmichael Advisors
Arizona
$54K
1IA
309
1834 Investment Advisors
Wisconsin
$51K -$4.97K -45 -9%
PB
310
Pinnacle Bancorp
Nebraska
$46K +$553 +5 +1%
SIA
311
SeaBridge Investment Advisors
New Jersey
$45K
PCIA
312
Prime Capital Investment Advisors
Kansas
$44K +$43.6K +394 New
CFA
313
Carroll Financial Associates
North Carolina
$43K -$1.11K -10 -3%
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$38K
NFG
315
Next Financial Group
Texas
$37K +$25.4K +230 +215%
IA
316
IFP Advisors
Florida
$36K +$35.9K +325 New
Northern Trust
317
Northern Trust
Illinois
$36K +$3.6M +32,536 New
RWM
318
Raffa Wealth Management
District of Columbia
$33.2K +$33.2K +300 New
AWM
319
Avior Wealth Management
Nebraska
$31K
BCA
320
Bray Capital Advisors
Florida
$30K
RIA
321
Realta Investment Advisors
Delaware
$29K +$111 +1 +0.4%
CAL
322
Capital Analysts LLC
Pennsylvania
$29K +$29.3K +265 New
BL
323
Balentine LLC
Georgia
$28K +$11.4K +103 +68%
LFG
324
LifePlan Financial Group
Ohio
$25K
JCM
325
Jacobi Capital Management
Pennsylvania
$22K -$14M -126,180 -100%