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iShares 1-3 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BS
526
Boenning & Scattergood
Pennsylvania
$385K +$385K +4,544 New
CI
527
Cordant Inc
Oregon
$385K +$385K +4,544 New
S
528
SimplyRich
California
$379K -$104K -1,226 -21%
SWRP
529
Summit Wealth & Retirement Planning
California
$379K +$67.4K +796 +22%
SSWM
530
Smith Salley Wealth Management
North Carolina
$377K -$847 -10 -0.2%
WDL
531
Well Done LLC
Michigan
$373K -$20.8K -246 -5%
PWM
532
Perigon Wealth Management
California
$373K +$24.6K +290 +7%
NWM
533
Northwest Wealth Management
Iowa
$372K -$122K -1,436 -25%
SIM
534
Sadoff Investment Management
Wisconsin
$368K
BPA
535
Beacon Pointe Advisors
California
$368K +$369K +4,352 New
SFS
536
Sowell Financial Services
Arkansas
$364K -$225K -2,660 -38%
ECM
537
Exchange Capital Management
Michigan
$364K +$134K +1,579 +58%
S
538
SignatureFD
Georgia
$359K -$14.9K -176 -4%
CSPIA
539
Cary Street Partners Investment Advisory
Virginia
$359K +$359K +4,240 New
BBNA
540
Bremer Bank National Association
Minnesota
$356K
SP
541
Symmetry Partners
Connecticut
$356K
AIS
542
Accurate Investment Solutions
Pennsylvania
$355K +$254K +3,000 +250%
AIA
543
Avalon Investment & Advisory
Texas
$355K +$356K +4,200 New
TWP
544
Tempus Wealth Planning
California
$350K +$350K +4,133 New
Lido Advisors
545
Lido Advisors
California
$349K -$744K -8,777 -68%
SRSA
546
S.R. Schill & Associates
Washington
$348K -$6.18K -73 -2%
SS
547
Sunbelt Securities
Texas
$346K +$47.7K +563 +14%
CCM
548
Canal Capital Management
Virginia
$338K +$339K +3,999 New
JFA
549
JNBA Financial Advisors
Minnesota
$336K -$150K -1,773 -31%
SG
550
StoneX Group
New York
$335K -$165K -1,950 -33%