We are live on ! Find out more
SHV icon

iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
226
Sierra Capital
Florida
$3.05M -$449K -4,065 -13%
PFPT
227
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.03M -$168K -1,525 -5%
SLWA
228
San Luis Wealth Advisors
California
$2.98M -$2.1M -19,011 -41%
SFP
229
Shepherd Financial Partners
Massachusetts
$2.94M -$577K -5,233 -16%
RCG
230
Rock Creek Group
District of Columbia
$2.93M – – –
EGA
231
Eagle Global Advisors
Texas
$2.92M +$131K +1,185 +5%
IFWM
232
Institute for Wealth Management
Colorado
$2.91M +$175K +1,582 +6%
AF
233
Allworth Financial
California
$2.9M -$141K -1,282 -5%
CAS
234
Coppell Advisory Solutions
Texas
$2.89M -$586K -5,311 -17%
KIM
235
Karpus Investment Management
New York
$2.87M +$326K +2,950 +13%
PPWP
236
Premier Path Wealth Partners
New Jersey
$2.87M +$234K +2,120 +9%
MAM
237
Milestone Asset Management
Pennsylvania
$2.84M +$238K +2,160 +9%
BW
238
Bison Wealth
Georgia
$2.79M -$29.1K -264 -1%
FFM
239
Forum Financial Management
Illinois
$2.78M -$1.9M -17,191 -41%
BL
240
BFSG LLC
California
$2.71M +$1.17M +10,630 +77%
AWM
241
Axxcess Wealth Management
California
$2.66M -$1.48M -13,451 -36%
ERIC
242
Eagle Rock Investment Company
Georgia
$2.64M – – –
CSPIA
243
Cary Street Partners Investment Advisory
Virginia
$2.61M +$474K +4,299 +22%
IWN
244
Independent Wealth Network
Iowa
$2.61M +$2.6M +23,574 New
MPPLM
245
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.57M +$310K +2,808 +14%
4WM
246
49 Wealth Management
Texas
$2.55M -$3.07M -27,789 -55%
CF
247
Clarity Financial
Texas
$2.54M – – –
OFA
248
Oak Family Advisors
Illinois
$2.5M +$244K +2,208 +11%
PS
249
Principal Securities
Iowa
$2.48M -$2.06M -18,648 -45%
CWP
250
Core Wealth Partners
California
$2.47M -$334K -3,024 -12%
8 9
10
11 12