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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
501
Wealthcare Capital Management
Virginia
$513K
WANY
502
Wealthspire Advisors (New York)
New York
$511K +$239K +2,163 +88%
JWM
503
Jessup Wealth Management
Ohio
$502K +$137K +1,238 +37%
RCS
504
Retirement Capital Strategies
California
$501K
MP
505
McDonald Partners
Ohio
$500K
TBC
506
Ted Buchan & Co
California
$493K
BEAM
507
Baker Ellis Asset Management
Washington
$492K -$551K -5,000 -53%
GFA
508
Gallagher Fiduciary Advisors
Illinois
$491K +$490K +4,444 New
CM
509
Columbus Macro
Pennsylvania
$483K +$13.8K +125 +3%
TAM
510
TCP Asset Management
Ohio
$482K -$5.51K -50 -1%
Kovitz Investment Group Partners
511
Kovitz Investment Group Partners
Illinois
$480K +$16.1K +146 +3%
CRWM
512
Castle Rock Wealth Management
California
$476K +$1.1K +10 +0.2%
VA
513
Valmark Advisers
Ohio
$472K +$3.2K +29 +0.7%
HOWA
514
Heritage Oak Wealth Advisors
Florida
$468K -$206K -1,868 -31%
RBC
515
Romano Brothers & Co
Illinois
$467K +$43.6K +395 +10%
JEST
516
JTC Employer Solutions Trustee
Jersey
$467K -$149K -1,351 -24%
RP
517
Raelipskie Partnership
Ontario, Canada
$464K
TCM
518
Triumph Capital Management
Colorado
$464K +$149K +1,350 +47%
MWS
519
MFA Wealth Services
California
$463K -$1.49M -13,534 -76%
HNB
520
Huntington National Bank
Ohio
$462K
VFA
521
Voya Financial Advisors
Connecticut
$461K +$159K +1,442 +53%
BJL
522
Brighton Jones LLC
Washington
$461K -$113K -1,025 -20%
AC
523
Avory & Company
Florida
$458K +$457K +4,142 New
CWA
524
Consilium Wealth Advisory
Texas
$449K +$61.8K +560 +16%
MWM
525
Mission Wealth Management
California
$443K +$26.8K +243 +6%