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iShares 1-3 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RVM
476
Robinson Value Management
Texas
$895K +$895K +10,360 New
DI
477
Disciplined Investments
Oklahoma
$878K +$24.2K +280 +3%
IWM
478
IHT Wealth Management
Illinois
$876K -$137K -1,582 -13%
BWP
479
Bernardo Wealth Planning
Pennsylvania
$874K +$874K +10,121 New
UB
480
UMB Bank
Missouri
$871K -$49.1K -568 -5%
RA
481
RFG Advisory
Alabama
$869K +$151K +1,747 +21%
EWM
482
Endurance Wealth Management
Rhode Island
$863K +$428K +4,950 +98%
NSCM
483
New South Capital Management
Tennessee
$858K
GHA
484
GW Henssler & Associates
Georgia
$858K +$303K +3,505 +55%
GLA
485
Good Life Advisors
Pennsylvania
$856K -$1.37M -15,901 -62%
LG
486
Leuthold Group
Minnesota
$852K +$23.2K +269 +3%
RB
487
Renasant Bank
Mississippi
$850K +$850K +9,841 New
SFG
488
SNS Financial Group
Minnesota
$849K -$366K -4,237 -30%
GIM
489
Goelzer Investment Management
Indiana
$839K -$102K -1,183 -11%
WT
490
Whittier Trust
California
$835K
RT
491
Rockland Trust
Massachusetts
$832K +$94.9K +1,098 +13%
GCM
492
Gibraltar Capital Management
Oklahoma
$827K -$6.05K -70 -0.7%
RA
493
Rational Advisors
New York
$814K -$579K -6,700 -42%
MIFH
494
Migdal Insurance & Financial Holdings
Israel
$809K -$2.25K -26 -0.3%
BCP
495
Blue Chip Partners
Michigan
$809K +$270K +3,120 +50%
CA
496
Clearstead Advisors
Ohio
$804K -$300K -3,472 -27%
AAS
497
Annex Advisory Services
Wisconsin
$796K -$168K -1,949 -17%
IWS
498
Insight Wealth Strategies
California
$794K -$158K -1,832 -17%
Rockefeller Capital Management
499
Rockefeller Capital Management
New York
$793K -$46.4K -537 -6%
FFBTD
500
First Financial Bank - Trust Division
Ohio
$793K +$19K +220 +2%