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iShares 1-3 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
826
Advisornet Financial
Minnesota
$336K +$104K +1,260 +44%
PA
827
Pinnacle Associates
New York
$333K -$140K -1,700 -29%
WFA
828
Wipfli Financial Advisors
Wisconsin
$331K +$335K +4,073 New
CGA
829
Crescent Grove Advisors
Illinois
$330K -$2.29M -27,840 -87%
SAF
830
Smith Anglin Financial
Texas
$329K +$118K +1,429 +55%
MFGP
831
Marshall Financial Group (Pennsylvania)
Pennsylvania
$326K
FA
832
FC Advisory
Pennsylvania
$326K +$330K +4,010 New
CT
833
Coastline Trust
Rhode Island
$322K
GM
834
GeoWealth Management
Illinois
$317K +$226K +2,745 +234%
TWM
835
TMD Wealth Management
Arizona
$316K +$39.9K +485 +14%
TRCT
836
Tower Research Capital (TRC)
New York
$314K +$318K +3,868 New
PF
837
Phoenix Financial
Israel
$313K
CWM
838
ClientFirst Wealth Management
Arkansas
$313K +$24.7K +300 +8%
TFA
839
Teamwork Financial Advisors
Texas
$311K +$315K +3,824 New
SFG
840
Sovereign Financial Group
Connecticut
$310K +$165 +2 +0.1%
HIS
841
Harvest Investment Services
Illinois
$310K +$315K +3,824 New
FPCP
842
Fort Point Capital Partners
California
$309K -$411K -5,000 -57%
ODFS
843
O'Donnell Financial Services
California
$309K
Renaissance Technologies
844
Renaissance Technologies
New York
$309K +$313K +3,800 New
TFA
845
Triad Financial Advisors
North Carolina
$308K -$2.96K -36 -0.9%
UI
846
Unconventional Investor
New Hampshire
$306K -$1.73K -21 -0.6%
BWM
847
Brickley Wealth Management
California
$305K +$309K +3,760 New
Bank of Montreal
848
Bank of Montreal
Ontario, Canada
$302K +$51.1M +620,933 +20%
PFBT
849
Parkside Financial Bank & Trust
Missouri
$301K -$27.2K -330 -8%
NAMM
850
NorthStar Asset Management (Massachusetts)
Massachusetts
$300K