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iShares 1-3 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIM
676
Hanlon Investment Management
New Jersey
$923K +$925K +11,180 New
MWM
677
Modera Wealth Management
New Jersey
$921K -$8.86K -107 -1%
WAS
678
Wealth Advisory Solutions
Indiana
$914K -$4.22K -51 -0.5%
TC
679
Trilogy Capital
California
$909K +$692K +8,361 +316%
CMI
680
Clare Market Investments
Texas
$908K +$911K +11,001 New
WMA
681
West Michigan Advisors
Michigan
$908K +$204K +2,462 +29%
TAM
682
Titleist Asset Management
Texas
$905K +$907K +10,959 New
DWP
683
Daymark Wealth Partners
Ohio
$904K +$60.3K +728 +7%
Bessemer Group
684
Bessemer Group
New Jersey
$904K -$492K -5,940 -35%
BBHC
685
Brown Brothers Harriman & Co
New York
$903K +$54.9K +663 +6%
CA
686
Clune & Associates
Illinois
$903K +$33.8K +408 +4%
DWM
687
Diversify Wealth Management
Utah
$891K +$155K +1,868 +21%
VC
688
Vicus Capital
Pennsylvania
$881K +$131K +1,584 +17%
GW
689
Graetz Wealth
Michigan
$878K +$2.81K +34 +0.3%
AOWM
690
Asset One Wealth Management
Washington
$874K +$27.1K +327 +3%
IWMA
691
Ironwood Wealth Management (Arizona)
Arizona
$873K +$12.2K +147 +1%
SQA
692
Simon Quick Advisors
New Jersey
$873K -$248 -3 -0%
SFC
693
Strategic Financial Concepts
Texas
$871K +$45.9K +555 +6%
IG
694
IFS Group
Pennsylvania
$867K +$869K +10,500 New
AWMM
695
Aegis Wealth Management (Maryland)
Maryland
$864K +$66.2K +800 +8%
SAM
696
Strategy Asset Managers
California
$862K +$448K +5,410 +108%
SWM
697
SeaCrest Wealth Management
New York
$858K -$1.28M -15,441 -60%
LKBC
698
L.K. Benson & Company
Maryland
$852K +$81K +978 +10%
OLA
699
Oliver Luxxe Assets
New Jersey
$851K +$167K +2,017 +24%
WA
700
Waystone Advisors
Washington
$851K +$233K +2,818 +38%