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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
676
Creative Capital Management Investments
California
$1.88K +$1.88K +17 New
SWM
677
Sanctuary Wealth Management
Idaho
$1.77K – – –
KFS
678
Kelly Financial Services
Massachusetts
$1.33K -$45K -408 -97%
BIM
679
Breakwater Investment Management
Washington
$1.11K +$1.1K +10 New
CPG
680
Cornerstone Planning Group
New Jersey
$882 +$110 +1 +13%
RFS
681
Richardson Financial Services
Massachusetts
$774 -$110 -1 -13%
LF
682
LifeSteps Financial
California
$774 +$772 +7 New
PS
683
PayPay Securities
Japan
$663 – – –
AWA
684
Alaska Wealth Advisors
Alaska
$332 – – –
OHWP
685
Oak Harbor Wealth Partners
North Carolina
$332 – – –
PA
686
Pineridge Advisors
Missouri
$111 -$2.1K -19 -95%
CA
687
Crane Advisory
California
– -$46.5M -422,195 Closed
KAM
688
Kensington Asset Management
Texas
– -$10.5M -95,297 Closed
LS
689
Liquid Strategies
Georgia
– -$10.5M -95,297 Closed
MAG
690
MRA Advisory Group
New Jersey
– -$8.38M -76,061 Closed
PPW
691
Presilium Private Wealth
Pennsylvania
– -$6.68M -60,620 Closed
ARC
692
Advisor Resource Council
Texas
– -$3.46M -31,410 Closed
SPW
693
Surience Private Wealth
Washington
– -$2.8M -25,448 Closed
DADC
694
D.A. Davidson & Co
Montana
– -$2.12M -19,236 Closed
BB
695
Burford Brothers
Texas
– -$1.87M -16,998 Closed
MFG
696
Merit Financial Group
Georgia
– -$1.86M -16,866 Closed
PA
697
Perennial Advisors
New York
– -$1.73M -15,692 Closed
HW
698
Hamilton Wealth
California
– -$1.43M -13,001 Closed
CCA
699
Cobblestone Capital Advisors
New York
– -$1.34M -12,155 Closed
Northern Trust
700
Northern Trust
Illinois
– -$1.19M -10,768 Closed