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iShares 1-3 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
801
Clearwater Capital Advisors
Illinois
$503K -$309K -3,732 -38%
HWM
802
HFG Wealth Management
Texas
$502K -$369K -4,454 -42%
SI
803
Scharf Investments
California
$502K +$53.1K +640 +12%
PWA
804
PCG Wealth Advisors
Kansas
$502K +$97.2K +1,173 +24%
FWM
805
Fonville Wealth Management
Virginia
$501K -$15.9K -192 -3%
HFW
806
Horizon Family Wealth
Illinois
$494K +$13.8K +167 +3%
CFA
807
Cahill Financial Advisors
Minnesota
$493K +$131K +1,583 +36%
PPW
808
Pasadena Private Wealth
California
$491K +$141K +1,706 +40%
VFPW
809
Vantage Financial Partners (Wisconsin)
Wisconsin
$490K -$25K -301 -5%
RFA
810
Rollins Financial Advisors
New York
$488K +$229K +2,764 +88%
BWCS
811
Beirne Wealth Consulting Services
Connecticut
$487K
TAM
812
TCP Asset Management
Ohio
$484K +$75.5K +911 +18%
AIA
813
Alternative Investment Advisors
Florida
$484K -$43.3K -522 -8%
TC
814
Trust Company
Kansas
$484K
CTWM
815
Cherry Tree Wealth Management
Minnesota
$479K
ESBC
816
E.S. Barr & Co
Kentucky
$478K -$20.7K -250 -4%
BTD
817
BankPlus Trust Department
Mississippi
$478K +$17.9K +216 +4%
IPW
818
Impact Partnership Wealth
Georgia
$475K -$15.4K -186 -3%
GT
819
GreatBanc Trust
Illinois
$474K -$24.9K -300 -5%
WA
820
Westfuller Advisors
New York
$472K +$663 +8 +0.1%
BMCM
821
Bryn Mawr Capital Management
Pennsylvania
$467K +$10.4K +126 +2%
CFO
822
CVA Family Office
Colorado
$466K
PFM
823
Potomac Fund Management
Florida
$464K -$69.7K -841 -13%
S
824
SimplyRich
California
$462K -$10.3K -124 -2%
EC
825
EdgeRock Capital
Colorado
$461K +$179K +2,160 +63%