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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
426
Brinker Capital Investments
Pennsylvania
$278K -$15K -136 -5%
AWE
427
Avidian Wealth Enterprises
Texas
$278K -$11.6K -105 -4%
S
428
SignatureFD
Georgia
$278K -$1.87K -17 -0.7%
AFAS
429
Acorn Financial Advisory Services
Virginia
$278K +$4.08K +37 +1%
NL
430
NWAM LLC
Washington
$275K
LB
431
Leo Brokerage
Texas
$269K +$269K +2,444 New
RW
432
Rede Wealth
Virginia
$268K -$41.5K -377 -13%
MWM
433
Madison Wealth Management
Ohio
$264K +$264K +2,400 New
CWM
434
Cahaba Wealth Management
Georgia
$263K +$220 +2 +0.1%
OFS
435
OneAscent Financial Services
Alabama
$263K +$263K +2,391 New
NAMM
436
NorthStar Asset Management (Massachusetts)
Massachusetts
$258K
PA
437
Perennial Advisors
New York
$253K -$212K -1,925 -46%
WMA
438
Wealth Management Associates
New Jersey
$248K
BEAM
439
Baker Ellis Asset Management
Washington
$247K -$16.5K -150 -6%
AF
440
Advisornet Financial
Minnesota
$244K -$34.4K -312 -12%
SCA
441
Snowden Capital Advisors
New York
$242K +$34.5K +313 +17%
AAS
442
Ameritas Advisory Services
Nebraska
$240K -$133K -1,209 -36%
SFP
443
Strategic Financial Partners
Oregon
$235K -$551 -5 -0.2%
SMH
444
Sanders Morris Harris
Texas
$235K
OWA
445
Outlook Wealth Advisors
Texas
$234K +$234K +2,125 New
AP
446
Advisor Partners
California
$232K
VFP
447
Verus Financial Partners
Virginia
$232K +$23.4K +212 +11%
AC
448
Avory & Company
Florida
$231K
SIM
449
Stratos Investment Management
Ohio
$227K -$7.05K -64 -3%
Luther King Capital Management (LKCM)
450
Luther King Capital Management (LKCM)
Texas
$226K