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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
326
High Note Wealth
Minnesota
$1.1M +$1.1M +9,977 New
AG
327
Ascent Group
Virginia
$1.08M +$114K +1,034 +12%
FWM
328
Forza Wealth Management
Florida
$1.07M +$1.07M +9,702 New
RF
329
Resolute Financial
Massachusetts
$1.06M +$8.02K +73 +0.8%
OPS
330
Orion Portfolio Solutions
Nebraska
$1.06M -$2.28M -20,742 -68%
FAG
331
Fortitude Advisory Group
Washington
$1.04M -$166K -1,510 -14%
CFP
332
Catalyst Financial Partners
Massachusetts
$1.03M +$1.03M +9,368 New
SL
333
Salomon & Ludwin
Virginia
$1.03M +$237K +2,156 +30%
Baird Financial Group
334
Baird Financial Group
Wisconsin
$1.02M -$54.3K -494 -5%
TGAM
335
TBH Global Asset Management
Tennessee
$1.01M +$749K +6,816 +282%
JWCA
336
J.W. Coons Advisors
Ohio
$1.01M +$12.1K +110 +1%
CA
337
Clearstead Advisors
Ohio
$1M +$1M +9,126 New
FNBOSM
338
First National Bank of South Miami
Florida
$992K -$82.8K -753 -8%
SWP
339
Stratos Wealth Partners
Ohio
$986K -$1.7M -15,480 -63%
MWM
340
Mascoma Wealth Management
New Hampshire
$985K +$469K +4,265 +91%
CRC
341
Curi RMB Capital
Illinois
$972K -$424K -3,860 -30%
IFS
342
Ifrah Financial Services
Arkansas
$945K +$945K +8,599 New
GG
343
Gofen & Glossberg
Illinois
$943K -$116K -1,051 -11%
1IA
344
1834 Investment Advisors
Wisconsin
$929K +$407K +3,699 +78%
CAL
345
Capital Advisors Ltd
Ohio
$889K +$880K +8,004 +9,643%
FA
346
Fortis Advisors
Pennsylvania
$884K +$453K +4,117 +105%
FIM
347
Fernwood Investment Management
Massachusetts
$868K -$11K -100 -1%
CIG
348
Cairn Investment Group
Washington
$867K -$87.9K -800 -9%
JCM
349
Jacobi Capital Management
Pennsylvania
$864K +$56.5K +514 +7%
MWM
350
Mission Wealth Management
California
$862K +$862K +7,843 New