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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
501
SFMG Wealth Advisors
Texas
$501K -$118K -1,074 -19%
MP
502
McDonald Partners
Ohio
$497K – – –
QWM
503
Quadcap Wealth Management
Texas
$493K +$492K +4,464 New
BCA
504
Bayshore Capital Advisors
Florida
$492K -$27.6K -250 -5%
LHWM
505
Lake Hills Wealth Management
Texas
$486K +$37.9K +344 +8%
QCM
506
Quantinno Capital Management
New York
$480K +$480K +4,352 New
VFO
507
Virtus Family Office
Texas
$474K +$182K +1,650 +62%
Bank of New York Mellon
508
Bank of New York Mellon
New York
$474K -$522K -4,738 -52%
PWS
509
Physician Wealth Solutions
Nevada
$473K +$100K +907 +27%
SWP
510
Sagespring Wealth Partners
Tennessee
$471K -$385K -3,494 -45%
TAM
511
TCP Asset Management
Ohio
$471K – – –
CA
512
Chatterton & Associates
California
$469K -$27.8K -252 -6%
EC
513
EdgeRock Capital
Colorado
$469K -$294K -2,670 -39%
HNW
514
High Note Wealth
Minnesota
$464K -$4.96K -45 -1%
RP
515
Raelipskie Partnership
Ontario, Canada
$464K – – –
IPW
516
Intergy Private Wealth
Colorado
$461K +$11.6K +105 +3%
ACM
517
Absolute Capital Management
Pennsylvania
$451K +$451K +4,087 New
HNB
518
Huntington National Bank
Ohio
$448K – – –
EWA
519
ERTS Wealth Advisors
Michigan
$446K -$378K -3,432 -46%
Kovitz Investment Group Partners
520
Kovitz Investment Group Partners
Illinois
$444K – – –
MMA
521
Miracle Mile Advisors
California
$444K -$318K -2,886 -42%
JIC
522
Joel Isaacson & Co
New York
$444K -$6.06K -55 -1%
5NPW
523
55 North Private Wealth
Florida
$440K -$149K -1,347 -25%
PNC Financial Services Group
524
PNC Financial Services Group
Pennsylvania
$439K -$2.54K -23 -0.6%
TA
525
TruWealth Advisors
Louisiana
$437K +$437K +3,962 New