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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFG
551
Kingdom Financial Group
Arizona
$373K +$318K +2,881 +577%
LAS
552
Lloyd Advisory Services
Georgia
$373K +$372K +3,375 +67,500%
JSAM
553
J. Safra Asset Management
New York
$373K -$70.7K -641 -16%
AWM
554
Aprio Wealth Management
Georgia
$372K +$46.3K +420 +14%
RCG
555
Regatta Capital Group
California
$368K -$64.6K -586 -15%
FHC
556
First Horizon Corporation
Tennessee
$366K -$591K -5,359 -62%
FA
557
Fountainhead AM
New Jersey
$366K +$42.9K +389 +13%
PA
558
Probity Advisors
Texas
$365K -$8.27K -75 -2%
DWM
559
Dopkins Wealth Management
New York
$360K
M&T Bank
560
M&T Bank
New York
$359K
SIC
561
Salem Investment Counselors
North Carolina
$359K
RBC
562
Romano Brothers & Co
Illinois
$355K -$5.51K -50 -2%
MWS
563
MFA Wealth Services
California
$355K -$50.5K -458 -12%
SFP
564
Strategic Financial Partners
Oregon
$350K -$2.76K -25 -0.8%
FCH
565
Freestone Capital Holdings
Washington
$343K +$342K +3,104 New
TCA
566
Transcend Capital Advisors
New Jersey
$343K +$342K +3,103 New
IIM
567
IFC & Insurance Marketing
California
$338K +$135K +1,226 +67%
SF
568
Slagle Financial
Illinois
$336K +$336K +3,046 New
VFA
569
Values First Advisors
Tennessee
$334K +$67.8K +615 +26%
GM
570
GeoWealth Management
Illinois
$333K -$19.4K -176 -6%
TCM
571
Triumph Capital Management
Colorado
$326K -$261K -2,363 -44%
RFN
572
RDA Financial Network
Iowa
$326K -$10.4K -94 -3%
SPW
573
Stillwater Private Wealth
Pennsylvania
$325K +$325K +2,950 New
JEST
574
JTC Employer Solutions Trustee
Jersey
$318K
AA
575
Alesco Advisors
New York
$317K -$146K -1,320 -31%