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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
Laidlaw Wealth Management
New York
$4.8M +$566K +5,144 +13%
AWA
177
Arete Wealth Advisors
Illinois
$4.77M -$500K -4,546 -9%
Allianz Asset Management
178
Allianz Asset Management
Germany
$4.74M -$6.52M -59,250 -58%
RCS
179
Retirement Capital Strategies
California
$4.73M +$4.73M +43,014 New
TPCW
180
TD Private Client Wealth
New York
$4.69M +$2.21M +20,114 +89%
LSAG
181
Lake Street Advisors Group
New Hampshire
$4.68M +$3.37M +30,643 +258%
CHJWM
182
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.64M +$867K +7,881 +23%
DWMG
183
DB Wealth Management Group
California
$4.62M +$160K +1,450 +4%
SFS
184
Sowell Financial Services
Arkansas
$4.36M +$4.36M +39,602 New
SPW
185
Surience Private Wealth
Washington
$4.28M +$4.28M +38,917 New
BMCM
186
Burns Matteson Capital Management
New York
$4.21M -$2.42K -22 -0.1%
IIA
187
IPG Investment Advisors
California
$4.19M -$3.02M -27,423 -42%
BOC
188
Bull Oak Capital
California
$4.16M +$4.16M +37,852 New
JIR
189
James Investment Research
Ohio
$4.09M -$168K -1,526 -4%
MA
190
MBA Advisors
Pennsylvania
$4.01M +$4.02M +36,497 New
EWA
191
ERTS Wealth Advisors
Michigan
$3.95M +$3.19M +29,008 +420%
IAN
192
Integrated Advisors Network
Texas
$3.95M -$113K -1,026 -3%
RHBC
193
R.H. Bluestein & Co
Michigan
$3.94M +$1.96M +17,839 +99%
GC
194
Gould Capital
Washington
$3.84M -$42.5K -386 -1%
WCG
195
Weaver Consulting Group
California
$3.82M +$2.22M +20,188 +139%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$3.68M -$152K -1,380 -4%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$3.6M +$662K +6,021 +23%
CA
198
CapWealth Advisors
Tennessee
$3.59M -$843K -7,665 -19%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$3.59M +$3.09M +28,130 +624%
CA
200
Cetera Advisors
Colorado
$3.5M +$1.75M +15,942 +101%