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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
601
Tanager Wealth Management
United Kingdom
$254K – – –
5NPW
602
55 North Private Wealth
Florida
$250K -$190K -1,725 -43%
IAA
603
Independent Advisor Alliance
North Carolina
$249K -$6.56M -59,543 -96%
HBS
604
Howard Bailey Securities
Indiana
$247K -$13.6K -123 -5%
PCS
605
Private Client Services
Kentucky
$243K -$46.7K -424 -16%
NAS
606
NWF Advisory Services
California
$243K -$533K -4,837 -69%
DWM
607
Diversify Wealth Management
Utah
$239K -$40.7K -369 -15%
DAS
608
Diversify Advisory Services
Utah
$239K +$239K +2,170 New
TSS
609
Two Sigma Securities
New York
$234K -$895K -8,124 -79%
SWP
610
Summit Wealth Partners
Florida
$233K – – –
DWM
611
Daner Wealth Management
Georgia
$231K – – –
WPC
612
Wedmont Private Capital
Pennsylvania
$230K – – –
AIA
613
Accelerate Investment Advisors
California
$230K -$62.6K -568 -21%
SWP
614
Significant Wealth Partners
Illinois
$228K +$1.43K +13 +0.6%
MWP
615
Madison Wealth Partners
Wisconsin
$225K +$225K +2,041 New
LFASL
616
Lugano Financial Advisors SA (LFA)
Switzerland
$221K -$53.1K -482 -19%
WMA
617
Wealth Management Associates
New Jersey
$221K – – –
GWMR
618
GC Wealth Management RIA
Massachusetts
$221K -$11.9K -108 -5%
SL
619
Salomon & Ludwin
Virginia
$220K +$772 +7 +0.4%
CCM
620
Crabel Capital Management
California
$220K +$220K +1,996 New
WIP
621
WealthCare Investment Partners
Rhode Island
$220K +$1.98K +18 +0.9%
LFA
622
Lauterbach Financial Advisors
Texas
$216K +$1.98K +18 +0.9%
DTC
623
Davidson Trust Company
Washington
$215K +$215K +1,950 New
BFS
624
BridgePort Financial Solutions
Iowa
$214K – – –
SA
625
Sovran Advisors
California
$213K +$213K +1,932 New