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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
226
Atria Wealth Solutions
New York
$3.47M -$558K -5,065 -14%
AWM
227
Apollon Wealth Management
South Carolina
$3.44M -$825K -7,488 -19%
CPCM
228
Cardinal Point Capital Management
Ontario, Canada
$3.41M -$267K -2,424 -7%
CPWMP
229
Cardinal Point Wealth Management Partners
California
$3.41M -$267K -2,424 -7%
CF
230
Copperwynd Financial
Arizona
$3.36M -$550K -4,993 -14%
MBT
231
Montecito Bank & Trust
California
$3.3M +$1.69M +15,325 +105%
RIA
232
Regal Investment Advisors
Michigan
$3.3M +$1.04M +9,444 +46%
ACI
233
Alpha Cubed Investments
California
$3.28M +$1.24M +11,284 +61%
AR
234
Advisory Research
Illinois
$3.27M +$1.1K +10 +0%
ML
235
Mayport LLC
Massachusetts
$3.26M +$938K +8,515 +41%
FTS
236
Fifth Third Securities
Ohio
$3.25M -$801K -7,275 -20%
WCM
237
WealthBridge Capital Management
Ohio
$3.21M +$1.86M +16,923 +139%
BWM
238
Birchcreek Wealth Management
Ohio
$3.2M +$3.19M +28,958 New
MAM
239
Madison Asset Management
Wisconsin
$3.19M +$1.74M +15,774 +120%
AFG
240
Atomi Financial Group
New York
$3.16M +$3.15M +28,580 New
GA
241
GFS Advisors
Texas
$3.03M +$60.6K +550 +2%
PWS
242
Precision Wealth Strategies
Missouri
$3.01M +$809K +7,342 +37%
JFG
243
Jefferies Financial Group
New York
$3.01M – – –
BFA
244
Beaumont Financial Advisors
Massachusetts
$3M +$2.99M +27,145 New
PIA
245
Petredis Investment Advisors
Pennsylvania
$2.99M +$1.5M +13,600 +101%
SKK
246
Shepherd Kaplan Krochuk
Massachusetts
$2.98M -$85K -772 -3%
ICG
247
InterOcean Capital Group
Tennessee
$2.96M -$2.26M -20,487 -43%
WP
248
WealthSource Partners
California
$2.96M +$821K +7,450 +39%
WA
249
Win Advisors
Florida
$2.91M +$2.79M +25,312 +2,504%
GA
250
Greenspring Advisors
Maryland
$2.9M +$274K +2,487 +10%
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