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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
626
Lauterbach Financial Advisors
Texas
$206K +$1.43K +13 +0.7%
CAS
627
Coppell Advisory Solutions
Texas
$205K -$2.5M -22,662 -93%
LA
628
Latitude Advisors
Florida
$204K -$1.67M -15,174 -89%
TFF
629
The Family Firm
Maryland
$204K +$1.54K +14 +0.8%
SSWM
630
Smith Salley Wealth Management
North Carolina
$203K – – –
GWMR
631
GC Wealth Management RIA
Massachusetts
$202K +$201K +1,825 New
NCM
632
New Capital Management
Texas
$200K -$3.05M -27,663 -94%
BFS
633
BridgePort Financial Solutions
Iowa
$200K -$46.4K -421 -19%
BHWM
634
Beaird Harris Wealth Management
Texas
$185K – – –
WPA
635
Wealth Preservation Advisors
Tennessee
$181K +$181K +1,643 New
RVM
636
Robinson Value Management
Texas
$175K – – –
IRC
637
Investors Research Corp
Georgia
$175K +$662 +6 +0.4%
TCOV
638
Trust Company of Vermont
Vermont
$161K +$161K +1,456 New
SFA
639
Semmax Financial Advisors
North Carolina
$153K +$1.43K +13 +0.9%
FRA
640
Front Row Advisors
California
$147K – – –
GM
641
GeoWealth Management
Illinois
$144K -$26.6K -241 -16%
AWM
642
AllSquare Wealth Management
New York
$131K – – –
BCV
643
Banque Cantonale Vaudoise
Switzerland
$118K +$118K +1,072 New
CIBC Private Wealth Group
644
CIBC Private Wealth Group
Georgia
$112K -$57.2K -519 -34%
GWM
645
Geneos Wealth Management
Colorado
$99.5K +$1.54K +14 +2%
Fifth Third Bancorp
646
Fifth Third Bancorp
Ohio
$97.5K +$40.5K +367 +71%
AIM
647
Anchor Investment Management
South Carolina
$93.4K – – –
VFA
648
Values First Advisors
Tennessee
$88.5K -$75.9K -688 -46%
ZBNA
649
Zions Bancorporation, National Association
Utah
$87.6K +$87.5K +793 New
LWANC
650
Laurel Wealth Advisors (North Carolina)
North Carolina
$85.6K +$85.5K +775 New