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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APFP
676
Action Point Financial Planning
Michigan
$34.1K +$34.1K +309 New
SWA
677
SOA Wealth Advisors
New York
$33.8K – – –
LAS
678
Lloyd Advisory Services
Georgia
$32.6K -$340K -3,085 -91%
T
679
Tidemark
California
$29.9K – – –
DWM
680
Dogwood Wealth Management
Kansas
$29.8K +$7.61K +69 +34%
PS
681
Planning Strategies
Pennsylvania
$24.4K +$24.4K +221 New
APW
682
Aventura Private Wealth
Florida
$22.1K -$22K -200 -50%
CA
683
Crewe Advisors
Utah
$19.4K +$19.4K +176 New
PWA
684
Physician Wealth Advisors
Utah
$17.8K +$110 +1 +0.6%
UBS AM
685
UBS AM
Illinois
$17.8K – – –
MMCM
686
Murphy & Mullick Capital Management
New York
$16K – – –
CSPIA
687
Cary Street Partners Investment Advisory
Virginia
$14.9K -$15K -136 -50%
CPA
688
Cardiff Park Advisors
California
$14.8K – – –
Asset Management One
689
Asset Management One
Japan
$14.2K – – –
KFGG
690
Keystone Financial Group (Georgia)
Georgia
$14.2K -$3.65M -33,151 -100%
BC
691
Bulwark Capital
Florida
$13.1K – – –
NWS
692
Nvest Wealth Strategies
Ohio
$11.9K – – –
CIA
693
Cape Investment Advisory
Georgia
$10.6K +$10.6K +96 New
BBHC
694
Brown Brothers Harriman & Co
New York
$9.49K – – –
MWM
695
Mosley Wealth Management
California
$9.38K – – –
Vanguard Advisers Inc
696
Vanguard Advisers Inc
Pennsylvania
$8.65K – – –
FNWA
697
Financial Network Wealth Advisors
Utah
$7.95K – – –
CTA
698
Colonial Trust Advisors
South Carolina
$7.72K – – –
ADL
699
Asset Dedication LLC
California
$7.06K – – –
Simplex Trading
700
Simplex Trading
Illinois
$6.51K +$6.5K +59 New