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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
151
Avidian Wealth Enterprises
Texas
$364K +$101K +918 +39%
FMP
152
Financial Management Professionals
Texas
$356K
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$343K -$2.98K -27 -0.9%
MCM
154
Monument Capital Management
Virginia
$339K +$338K +3,066 New
OLA
155
Oliver Luxxe Assets
New Jersey
$334K +$334K +3,029 New
WP
156
WealthSource Partners
California
$333K +$333K +3,018 New
CAN
157
Cetera Advisor Networks
California
$327K +$118K +1,070 +56%
WLIM
158
White Lighthouse Investment Management
Massachusetts
$326K -$524K -4,750 -62%
BCI
159
Brinker Capital Investments
Pennsylvania
$315K +$221 +2 +0.1%
SLG
160
Stanley-Laman Group
Pennsylvania
$314K
ECM
161
Evergreen Capital Management
Washington
$296K -$667K -6,042 -69%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$291K +$40.5K +367 +16%
DWM
163
Destination Wealth Management
California
$289K +$38.8K +352 +16%
WC
164
Wexford Capital
Florida
$281K +$280K +2,540 New
WA
165
Winfield Associates
Ohio
$265K
CTA
166
Chesley Taft & Associates
Illinois
$221K +$221K +2,000 New
FAAS
167
First Allied Advisory Services
California
$215K -$206K -1,865 -49%
Creative Planning
168
Creative Planning
Kansas
$213K -$297K -2,688 -58%
AMIM
169
Aull & Monroe Investment Management
Alabama
$205K
Baird Financial Group
170
Baird Financial Group
Wisconsin
$203K -$10.4K -94 -5%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$196K -$3.73M -33,778 -95%
SWP
172
Strategic Wealth Partners
Ohio
$185K +$185K +1,673 New
CAG
173
Csenge Advisory Group
Florida
$184K +$185K +1,672 New
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$169K
ASN
175
Advisory Services Network
Georgia
$161K +$6.62K +60 +4%