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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LHWM
501
Lake Hills Wealth Management
Texas
$447K -$84K -762 -16%
Kovitz Investment Group Partners
502
Kovitz Investment Group Partners
Illinois
$443K +$90.9K +824 +26%
JSAM
503
J. Safra Asset Management
New York
$443K +$189K +1,716 +75%
HIM
504
Hanlon Investment Management
New Jersey
$442K +$43.1K +391 +11%
Vontobel Holding
505
Vontobel Holding
Switzerland
$441K -$441K -4,000 -50%
WAP
506
Wealthcare Advisory Partners
Pennsylvania
$440K -$102K -928 -19%
PNC Financial Services Group
507
PNC Financial Services Group
Pennsylvania
$440K -$24.1K -219 -5%
LAS
508
LWM Advisory Services
Florida
$437K +$437K +3,965 New
SLG
509
Stanley-Laman Group
Pennsylvania
$434K +$70.6K +640 +19%
RCG
510
Regatta Capital Group
California
$432K -$38.4K -348 -8%
TBC
511
Ted Buchan & Co
California
$430K +$430K +3,899 New
NC
512
North Capital
Utah
$429K -$110 -1 -0%
AWM
513
Apollon Wealth Management
South Carolina
$427K
BB
514
Berkshire Bank
Massachusetts
$427K
TIM
515
Tortoise Investment Management
New York
$425K -$39.7K -360 -9%
CG
516
Caprock Group
Idaho
$415K +$1.32K +12 +0.3%
LIP
517
Lynch Investment Planning
Pennsylvania
$406K +$406K +3,686 New
MWS
518
MFA Wealth Services
California
$405K -$8.82K -80 -2%
CAAS
519
Capital Asset Advisory Services
Michigan
$401K -$106K -964 -21%
IP
520
Investment Partners
Ohio
$400K
TF
521
Tompkins Financial
New York
$399K
LC
522
LTG Capital
Massachusetts
$399K
E
523
Entelevest
Florida
$397K +$397K +3,600 New
WP
524
Westmount Partners
California
$396K +$397K +3,597 New
AIA
525
Acute Investment Advisory
Arizona
$394K -$48K -435 -11%