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iShares 1-3 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1051
Triumph Capital Management
Colorado
$145K -$8.3K -101 -5%
NAC
1052
NI Acquisitions Company
Pennsylvania
$143K +$143K +1,736 New
AWM
1053
Ameliora Wealth Management
Switzerland
$142K
RF
1054
Robinswood Financial
Washington
$139K
APW
1055
Aventura Private Wealth
Florida
$135K
CFM
1056
Compass Financial Management
Florida
$132K +$133K +1,612 New
LAM
1057
Lummis Asset Management
Texas
$131K
1IA
1058
1620 Investment Advisors
Massachusetts
$130K -$101K -1,230 -44%
FF
1059
Finley Financial
Nevada
$126K
BA
1060
Blueline Advisors
New Hampshire
$123K -$78K -949 -39%
RA
1061
Rational Advisors
New York
$120K -$640K -7,780 -84%
FNWA
1062
Financial Network Wealth Advisors
Utah
$119K +$65.4K +795 +122%
CWM
1063
Copia Wealth Management
Oregon
$117K
WSFS
1064
Wilmington Savings Fund Society
Delaware
$117K +$26.9K +327 +30%
DJSG
1065
D.J. St. Germain
Massachusetts
$117K +$39.1K +476 +50%
EP
1066
Essential Partners
California
$113K -$4.44K -54 -4%
SWP
1067
SIMA Wealth Partners
Virginia
$107K -$26.3K -320 -20%
CT
1068
Caldwell Trust
Florida
$103K
TVWM
1069
Tower View Wealth Management
Wisconsin
$102K -$3.37K -41 -3%
HWM
1070
HighMark Wealth Management
Minnesota
$99.7K +$904 +11 +0.9%
RWM
1071
Raffa Wealth Management
District of Columbia
$99.5K -$68.6K -834 -41%
GCM
1072
Gables Capital Management
Florida
$98.9K -$21.8K -265 -18%
GBT
1073
Grove Bank & Trust
Florida
$98.5K
CA
1074
Centerpoint Advisors
Massachusetts
$96K -$5.34K -65 -5%
HWP
1075
Highline Wealth Partners
California
$95.7K +$22.3K +271 +30%