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iShares 1-3 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
126
Larson Financial Group
Missouri
$15.7M +$2.05M +24,970 +15%
MA
127
Montag & Associates
Georgia
$15.1M +$5.45M +66,292 +56%
KWM
128
Kingsview Wealth Management
Oregon
$14.9M +$9.17M +111,595 +159%
WFA
129
Wellspring Financial Advisors
Ohio
$14.9M +$1.39M +16,875 +10%
FIA
130
Foundations Investment Advisors
Arizona
$14.8M -$15.7M -191,183 -51%
TIA
131
Traphagen Investment Advisors
New Jersey
$14.7M -$2.54M -30,891 -15%
MW
132
MBL Wealth
North Carolina
$14.6M +$812K +9,877 +6%
Creative Planning
133
Creative Planning
Kansas
$14.5M +$1.03M +12,500 +8%
ACA
134
Aptus Capital Advisors
Alabama
$14.3M +$14.1M +171,201 +5,315%
DC
135
Davenport & Co
Virginia
$14M +$6.66M +80,977 +91%
FLPIM
136
F.L. Putnam Investment Management
Massachusetts
$13.9M -$289K -3,518 -2%
IWC
137
Integrated Wealth Concepts
Massachusetts
$13.8M -$1.08M -13,109 -7%
AF
138
Advisornet Financial
Minnesota
$13.5M +$1.66M +20,176 +14%
LHWM
139
Lake Hills Wealth Management
Texas
$13.1M -$4.11M -50,015 -24%
AWS
140
Atria Wealth Solutions
New York
$13.1M +$2.14M +26,079 +19%
SFG
141
SevenBridge Financial Group
Pennsylvania
$12.6M -$406K -4,940 -3%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$12.5M +$2.96M +35,951 +31%
Citadel Advisors
143
Citadel Advisors
Florida
$12.5M -$9.13M -111,114 -42%
DIP
144
DT Investment Partners
Pennsylvania
$12.4M +$123K +1,500 +1%
BI
145
Ballast Inc
Kentucky
$12.4M +$228K +2,779 +2%
NRI
146
NFP Retirement Inc
California
$12.3M +$977K +11,882 +9%
BFM
147
Boston Financial Management
Massachusetts
$12.3M +$3.29M +39,976 +36%
SG Americas Securities
148
SG Americas Securities
New York
$12.2M +$6.09M +74,082 +100%
CISOA
149
Capital Investment Services of America
Wisconsin
$12M -$64.6K -786 -0.5%
VAG
150
VisionPoint Advisory Group
Texas
$11.9M -$2.65M -32,185 -18%