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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
176
AMG National Trust Bank
Colorado
$4.9M -$3.28M -29,748 -40%
JIR
177
James Investment Research
Ohio
$4.86M -$375K -3,402 -7%
BWM
178
Birchcreek Wealth Management
Ohio
$4.83M -$8.26M -74,806 -63%
IHL
179
Investment House LLC
California
$4.82M -$6.07K -55 -0.1%
DWP
180
Destiny Wealth Partners
Florida
$4.81M -$79.9K -724 -2%
AIM
181
Astor Investment Management
Illinois
$4.77M -$104K -939 -2%
AR
182
Advisory Research
Illinois
$4.66M -$1.79M -16,180 -28%
LWM
183
Laidlaw Wealth Management
New York
$4.66M +$57.4K +520 +1%
SA
184
Sanctuary Advisors
Indiana
$4.58M +$303K +2,746 +7%
QFA
185
Quattro Financial Advisors
Texas
$4.54M -$2.46M -22,252 -35%
MSFS
186
Main Street Financial Solutions
Pennsylvania
$4.49M +$625K +5,659 +16%
MWM
187
Meridian Wealth Management
Kentucky
$4.47M +$4.46M +40,406 New
DAS
188
Dynamic Advisor Solutions
Arizona
$4.47M +$157K +1,425 +4%
NWAG
189
Net Worth Advisory Group
Utah
$4.4M +$4.39M +39,811 New
CW
190
CreativeOne Wealth
Kansas
$4.4M +$4.39M +39,766 New
KAS
191
Kestra Advisory Services
Texas
$4.4M -$2.04M -18,479 -32%
KeyBank National Association
192
KeyBank National Association
Ohio
$4.31M +$1.99M +18,020 +86%
PFM
193
Patton Fund Management
Texas
$4.3M +$410K +3,719 +11%
OC
194
Oakworth Capital
Alabama
$4.3M -$27.5M -248,927 -87%
HZ
195
Hixon Zuercher
Ohio
$4.22M -$3.5M -31,753 -45%
EAMA
196
EFG Asset Management (Americas)
Florida
$4.13M -$366K -3,316 -8%
TGAM
197
TBH Global Asset Management
Tennessee
$4.12M +$1.22M +11,099 +42%
SFA
198
Sequoia Financial Advisors
Ohio
$4.1M -$1.33M -12,063 -25%
AI
199
Arrien Investments
Idaho
$4.02M +$1.06M +9,624 +36%
GC
200
Gould Capital
Washington
$3.91M +$118K +1,073 +3%