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iShares 1-3 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
751
Independent Wealth Network
Iowa
$227K -$37.9K -442 -14%
TWM
752
TriaGen Wealth Management
California
$227K +$343 +4 +0.2%
BCP
753
Blue Chip Partners
Michigan
$226K -$118K -1,372 -34%
FMP
754
Financial Management Professionals
Texas
$226K +$3.6K +42 +2%
CA
755
Clearstead Advisors
Ohio
$224K +$107K +1,250 +92%
PPP
756
Private Portfolio Partners
New Jersey
$223K -$1.2K -14 -0.5%
VFA
757
Voya Financial Advisors
Connecticut
$223K -$11.2K -131 -5%
AMIM
758
Aull & Monroe Investment Management
Alabama
$220K +$1.72K +20 +0.8%
ADL
759
Asset Dedication LLC
California
$219K +$9.87K +115 +5%
CBB
760
Citizens Business Bank
California
$218K +$429 +5 +0.2%
SFA
761
Semmax Financial Advisors
North Carolina
$217K +$64.9K +757 +42%
LWM
762
Laidlaw Wealth Management
New York
$216K +$216K +2,520 New
1IA
763
1834 Investment Advisors
Wisconsin
$215K +$5.58K +65 +3%
IC
764
Innealta Capital
Texas
$214K -$89.3K -1,041 -29%
OWA
765
Outlook Wealth Advisors
Texas
$214K -$15.9K -185 -7%
C1AG
766
Client 1st Advisory Group
Florida
$213K
FNBT
767
FineMark National Bank & Trust
Florida
$213K +$214K +2,489 New
WWP
768
Waypoint Wealth Partners
California
$212K
SEI Investments
769
SEI Investments
Pennsylvania
$212K +$213K +2,487 New
BJL
770
Brighton Jones LLC
Washington
$211K -$52.7K -614 -20%
TRCT
771
Tower Research Capital (TRC)
New York
$209K +$210K +2,444 New
FA
772
Faithward Advisors
Pennsylvania
$205K -$24.2K -282 -11%
BFIM
773
Beese Fulmer Investment Management
Ohio
$205K -$21.4K -250 -9%
SAF
774
Smith Anglin Financial
Texas
$204K +$172 +2 +0.1%
VFG
775
V2 Financial group
Illinois
$203K -$10.7K -125 -5%