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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
526
Mission Wealth Management
California
$443K +$26.8K +243 +6%
Lido Advisors
527
Lido Advisors
California
$439K +$84.6K +767 +24%
JSSH
528
J. Safra Sarasin Holding
$437K -$2.83M -25,617 -87%
DT
529
Diversified Trust
Tennessee
$430K -$10.9K -99 -2%
NC
530
North Capital
Utah
$430K +$429K +3,891 New
VPA
531
Vernal Point Advisors
California
$427K – – –
KPWS
532
Kestra Private Wealth Services
Texas
$423K -$46.2K -419 -10%
WIM
533
Wittenberg Investment Management
Massachusetts
$420K +$199K +1,800 +90%
SC
534
Savant Capital
Illinois
$419K -$385K -3,489 -48%
PWS
535
Physician Wealth Solutions
Nevada
$415K -$15.3K -139 -4%
TCM
536
TT Capital Management
California
$412K -$13K -118 -3%
SFC
537
SYM Financial Corp
Indiana
$412K +$12K +109 +3%
CWA
538
Centennial Wealth Advisory
Michigan
$402K -$43.3K -393 -10%
IP
539
Investment Partners
Ohio
$401K – – –
EMAM
540
Encompass More Asset Management
California
$400K +$399K +3,620 New
PIMG
541
Patriot Investment Management Group
Tennessee
$399K -$54.2K -491 -12%
SIC
542
Salem Investment Counselors
North Carolina
$397K -$18.2K -165 -4%
CCM
543
Crabel Capital Management
California
$394K +$394K +3,570 New
IPW
544
Intergy Private Wealth
Colorado
$383K +$13.3K +121 +4%
ATC
545
Argent Trust Co
Tennessee
$382K – – –
SLG
546
Stanley-Laman Group
Pennsylvania
$382K +$31.9K +289 +9%
FIM
547
Freedom Investment Management
Connecticut
$380K +$380K +3,441 New
CCC
548
Compass Capital Corp
Massachusetts
$380K – – –
DAS
549
Diversify Advisory Services
Utah
$378K +$65.7K +596 +21%
EWA
550
EP Wealth Advisors
California
$376K -$67.9K -616 -15%