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iShares 1-3 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
826
Live Oak Private Wealth
North Carolina
$511K
ISL
827
Ingalls & Snyder LLC
New York
$510K
PEWA
828
Pacific Excel Wealth Advisors
California
$505K +$101K +1,226 +25%
RCS
829
Retirement Capital Strategies
California
$503K
SI
830
Scharf Investments
California
$502K +$1.49K +18 +0.3%
GVCM
831
Global View Capital Management
Wisconsin
$490K -$16.6K -201 -3%
PTC
832
Private Trust Company
Ohio
$487K -$107K -1,288 -18%
TC
833
Trust Company
Kansas
$484K +$1.32K +16 +0.3%
TAM
834
TCP Asset Management
Ohio
$483K +$166 +2 +0%
PFM
835
Potomac Fund Management
Florida
$483K +$20.5K +248 +4%
HWM
836
HFG Wealth Management
Texas
$482K -$19K -229 -4%
PWA
837
PCG Wealth Advisors
Kansas
$480K -$20.4K -247 -4%
WC
838
Whitney & Co
New York
$478K +$89K +1,075 +23%
CTWM
839
Cherry Tree Wealth Management
Minnesota
$478K
ESBC
840
E.S. Barr & Co
Kentucky
$477K
MFG
841
Magnus Financial Group
New York
$476K -$1.97M -23,854 -81%
IPW
842
Impact Partnership Wealth
Georgia
$476K +$2.57K +31 +0.5%
PCIA
843
Prime Capital Investment Advisors
Kansas
$468K -$53.2K -643 -10%
HFS
844
Howard Financial Services
Texas
$467K +$64.6K +780 +16%
WA
845
Westfuller Advisors
New York
$466K -$4.64K -56 -1%
BTD
846
BankPlus Trust Department
Mississippi
$466K -$10.4K -126 -2%
CP
847
Castleview Partners
Texas
$461K -$70.9K -857 -13%
FWM
848
Fonville Wealth Management
Virginia
$458K -$41.6K -503 -8%
BWM
849
Brickley Wealth Management
California
$455K
Neuberger Berman Group
850
Neuberger Berman Group
New York
$454K -$53.8K -650 -11%