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iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
201
Avantax Advisory Services
Texas
$4.34M -$1.31M -11,858 -23%
SA
202
Sanctuary Advisors
Indiana
$4.34M +$53.5K +485 +1%
SB
203
Strategic Blueprint
Georgia
$4.32M +$4.02M +36,451 +1,378%
LC
204
Luminist Capital
Michigan
$4.31M +$1.18M +10,698 +38%
ACM
205
Avalon Capital Management
California
$4.29M +$1.35M +12,252 +46%
CFA
206
Camarda Financial Advisors
Florida
$4.25M +$25.7K +233 +0.6%
CW
207
CreativeOne Wealth
Kansas
$4.24M -$383K -3,473 -8%
SPW
208
Surience Private Wealth
Washington
$4.12M +$4.12M +37,322 New
FW
209
FullCircle Wealth
Texas
$4.12M +$4.12M +37,325 New
RF
210
Rossby Financial
Florida
$4.12M +$4.11M +37,304 New
IMA
211
Investment Management Associates
Colorado
$4.12M +$2.48M +22,467 +152%
CHJWM
212
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.08M -$459K -4,160 -10%
NYLIM
213
New York Life Investment Management
New York
$4.07M +$1.15M +10,460 +40%
BCI
214
Brinker Capital Investments
Pennsylvania
$4.01M +$151K +1,366 +4%
OPS
215
Orion Portfolio Solutions
Nebraska
$4.01M +$151K +1,366 +4%
FA
216
Fountainhead AM
New Jersey
$3.9M +$3.64K +33 +0.1%
PFM
217
Patton Fund Management
Texas
$3.87M -$38.3K -347 -1%
AIP
218
Alexis Investment Partners
Texas
$3.86M -$120K -1,090 -3%
IHL
219
Investment House LLC
California
$3.85M +$88.3K +801 +2%
IAS
220
Insigneo Advisory Services
Florida
$3.84M -$150K -1,364 -4%
BF
221
Baring Financial
Washington
$3.84M +$1.34M +12,176 +54%
GC
222
Gould Capital
Washington
$3.84M -$212K -1,925 -5%
BPC
223
Banque Pictet & Cie
Switzerland
$3.82M +$624K +5,656 +20%
PP
224
Pacifica Partners
Canada
$3.8M +$492K +4,459 +15%
IIM
225
Ironwood Investment Management
Massachusetts
$3.78M +$274K +2,488 +8%