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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
601
Impact Partnership Wealth
Georgia
$173K -$186K -1,687 -52%
BSWA
602
Bromfield Sneider Wealth Advisors
Massachusetts
$160K
RA
603
Rational Advisors
New York
$157K -$37.5K -340 -19%
FRA
604
Front Row Advisors
California
$153K -$23.2K -210 -13%
MFA
605
Morling Financial Advisors
California
$131K +$131K +1,186 New
AWM
606
AllSquare Wealth Management
New York
$130K +$30K +272 +30%
CA
607
Continuum Advisory
Idaho
$117K +$117K +1,065 New
NSIM
608
North Star Investment Management
Illinois
$111K
MA
609
Montag & Associates
Georgia
$100K -$150K -1,359 -60%
TF
610
Tompkins Financial
New York
$99.5K
TRCT
611
Tower Research Capital (TRC)
New York
$99K -$44.7K -405 -31%
JWA
612
JFS Wealth Advisors
Pennsylvania
$97.5K
SOS
613
Silver Oak Securities
Tennessee
$93.8K -$184K -1,671 -66%
AIM
614
Anchor Investment Management
South Carolina
$93.5K
RS
615
Rakuten Securities
Japan
$89.1K +$88.9K +806 New
SHIM
616
Stone House Investment Management
Pennsylvania
$88.1K -$20.7K -188 -19%
GAA
617
Global Assets Advisory
Florida
$85.3K +$85.5K +775 New
HI
618
Harbour Investments
Wisconsin
$82.2K +$1.99K +18 +2%
Lazard Asset Management
619
Lazard Asset Management
New York
$72K
HCM
620
Hollencrest Capital Management
California
$71.9K
SIS
621
Sound Income Strategies
Florida
$68.8K -$183K -1,662 -73%
CAM
622
Clarity Asset Management
Iowa
$68K +$552 +5 +0.8%
BTI
623
Blue Trust Inc
Georgia
$66.1K -$112K -1,014 -63%
PCFFS
624
Pacific Center for Financial Services
California
$65.8K -$193K -1,745 -75%
AFWM
625
Abich Financial Wealth Management
Virginia
$65.2K +$23.6K +214 +57%