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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
251
Beirne Wealth Consulting Services
Connecticut
$2M +$2M +18,165 New
RWB
252
RMR Wealth Builders
New Jersey
$2M -$242K -2,198 -11%
PA
253
Parallel Advisors
California
$1.96M +$715K +6,503 +57%
LNWWM
254
Laird Norton Wetherby Wealth Management
California
$1.91M – – –
SFP
255
Shepherd Financial Partners
Massachusetts
$1.9M +$1.9M +17,225 New
EIA
256
Edgemoor Investment Advisors
Maryland
$1.88M +$1.88M +17,109 New
CCP
257
Carmel Capital Partners
California
$1.8M +$56.5K +514 +3%
GAM
258
Gould Asset Management
California
$1.8M +$70.3K +639 +4%
MWM
259
Maripau Wealth Management
Indiana
$1.79M +$980K +8,906 +121%
WS
260
Wedbush Securities
California
$1.78M -$266K -2,420 -13%
FAIM
261
Financial Advocates Investment Management
Washington
$1.77M +$519K +4,719 +41%
MAM
262
Madison Asset Management
Wisconsin
$1.77M -$93.3K -848 -5%
BSW
263
Buckingham Strategic Wealth
Missouri
$1.76M +$1.17M +10,676 +200%
PWS
264
Precision Wealth Strategies
Missouri
$1.76M +$167K +1,518 +10%
CWA
265
Centennial Wealth Advisory
Michigan
$1.75M -$86.9K -790 -5%
EA
266
Emerald Advisors
Washington
$1.72M -$1.2M -10,932 -41%
PAG
267
Private Advisory Group
Washington
$1.72M +$75.4K +685 +5%
FA
268
Fermata Advisors
California
$1.71M +$1.31M +11,937 +330%
PFA
269
Pathway Financial Advisors
Vermont
$1.7M – – –
SF
270
Synovus Financial
Georgia
$1.69M -$1.48M -13,412 -47%
PPP
271
Private Portfolio Partners
New Jersey
$1.67M +$1.67M +15,206 New
PP
272
Pacifica Partners
Canada
$1.67M +$855K +7,775 +91%
AL
273
Aspiriant LLC
California
$1.67M -$226K -2,058 -12%
EGA
274
Eagle Global Advisors
Texas
$1.64M +$1.64M +14,950 New
AF
275
Allworth Financial
California
$1.64M +$446K +4,058 +37%
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