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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
351
Castle Rock Wealth Management
California
$340K +$110 +1 +0%
DFA
352
DHK Financial Advisors
New Hampshire
$337K
TWP
353
Transparent Wealth Partners
Arkansas
$337K +$338K +3,060 New
HKIMG
354
Hutchens & Kramer Investment Management Group
Indiana
$333K
CIBC World Market
355
CIBC World Market
Ontario, Canada
$331K -$143K -1,300 -30%
HPM
356
Hudson Portfolio Management
New York
$329K +$329K +2,980 New
FPS
357
Fieldpoint Private Securities
Connecticut
$328K
IUHSA
358
Itau Unibanco Holding S.A.
Brazil
$313K
AF
359
Allworth Financial
California
$312K +$102K +924 +49%
RW
360
Rede Wealth
Virginia
$310K +$310K +2,812 New
FW
361
FirstPurpose Wealth
Utah
$306K -$131K -1,191 -30%
BCM
362
Brookstone Capital Management
Illinois
$306K +$306K +2,777 New
FNB
363
Farmers National Bank
Kentucky
$303K -$6.4K -58 -2%
MSCM
364
McElhenny Sheffield Capital Management
Texas
$302K +$302K +2,737 New
SCA
365
Spearhead Capital Advisors
Florida
$301K -$55.2K -500 -15%
AWM
366
Axxcess Wealth Management
California
$300K -$441K -4,000 -60%
QPWM
367
Quadrant Private Wealth Management
Pennsylvania
$300K
WWM
368
Western Wealth Management
Colorado
$300K +$301K +2,730 New
RVPG
369
Relative Value Partners Group
$294K -$124K -1,124 -30%
BCI
370
Brinker Capital Investments
Pennsylvania
$294K
GWM
371
Geneos Wealth Management
Colorado
$290K -$12.1K -110 -4%
AWE
372
Avidian Wealth Enterprises
Texas
$290K -$7.5K -68 -3%
AIM
373
Anchor Investment Management
South Carolina
$286K
WP
374
WealthSource Partners
California
$284K -$190K -1,726 -40%
KPWS
375
Kestra Private Wealth Services
Texas
$284K -$70.7K -641 -20%