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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
301
Kestra Private Wealth Services
Texas
$355K -$347K -3,138 -49%
MWM
302
Mascoma Wealth Management
New Hampshire
$354K
Vontobel Holding
303
Vontobel Holding
Switzerland
$350K
BJL
304
Brighton Jones LLC
Washington
$350K +$350K +3,169 New
FPS
305
Fieldpoint Private Securities
Connecticut
$345K -$19.9K -180 -5%
CRWM
306
Castle Rock Wealth Management
California
$341K -$107K -970 -24%
DAS
307
Dynamic Advisor Solutions
Arizona
$332K -$384K -3,479 -54%
OCM
308
Orser Capital Management
Texas
$331K
AUB
309
Atlantic Union Bankshares
Virginia
$330K -$77.2K -699 -19%
PWM
310
Perigon Wealth Management
California
$330K +$6.74K +61 +2%
SFP
311
Strategic Financial Partners
Oregon
$328K -$45.8K -414 -12%
SG
312
StoneX Group
New York
$321K
KNW
313
Kesler Norman & Wride
Utah
$319K -$83.1K -752 -21%
CBFP
314
Cedar Brook Financial Partners
Ohio
$313K +$21.3K +193 +7%
CFAM
315
Center For Asset Management
Florida
$313K +$313K +2,836 New
SIM
316
Stratos Investment Management
Ohio
$312K -$111 -1 -0%
WMA
317
Wealth Management Associates
New Jersey
$309K
GAM
318
Gould Asset Management
California
$302K +$59.7K +540 +25%
QPWM
319
Quadrant Private Wealth Management
Pennsylvania
$301K -$68.8K -623 -19%
AWE
320
Avidian Wealth Enterprises
Texas
$298K -$168K -1,518 -36%
BCI
321
Brinker Capital Investments
Pennsylvania
$294K
HPC
322
Hobart Private Capital
North Carolina
$292K -$28.6K -259 -9%
AIM
323
Anchor Investment Management
South Carolina
$287K -$55.3K -500 -16%
B
324
Bellecapital
Switzerland
$284K
S
325
SignatureFD
Georgia
$281K