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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
276
Impact Partnership Wealth
Georgia
$2.5M +$862K +7,816 +53%
LFASL
277
Lugano Financial Advisors SA (LFA)
Switzerland
$2.48M -$1.09M -9,857 -31%
OIA
278
OneDigital Investment Advisors
Kansas
$2.47M -$440K -3,986 -15%
FCA
279
FLC Capital Advisors
California
$2.46M +$172K +1,555 +8%
AWM
280
AE Wealth Management
Kansas
$2.45M -$2.99M -27,088 -55%
AIM
281
Astor Investment Management
Illinois
$2.41M -$171K -1,549 -7%
EH
282
Equitable Holdings
New York
$2.4M -$684K -6,203 -22%
FPAS
283
Focus Partners Advisor Solutions
Missouri
$2.39M -$217K -1,965 -8%
SCA
284
Snowden Capital Advisors
New York
$2.36M -$93K -843 -4%
KFA
285
Kelleher Financial Advisors
New York
$2.35M +$2.34M +21,247 New
GVAG
286
Great Valley Advisor Group
Delaware
$2.35M -$519K -4,709 -18%
MSA
287
Marino Stram & Associates
Massachusetts
$2.34M -$385K -3,495 -14%
FFM
288
Forum Financial Management
Illinois
$2.33M -$1.12M -10,116 -32%
AAS
289
Ameritas Advisory Services
Nebraska
$2.32M +$529K +4,793 +30%
ERIC
290
Eagle Rock Investment Company
Georgia
$2.32M – – –
BWM
291
Birchcreek Wealth Management
Ohio
$2.32M -$122K -1,106 -5%
PFPT
292
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.3M -$720K -6,526 -24%
AA
293
Argent Advisors
Louisiana
$2.26M +$156K +1,413 +7%
OAS
294
Optivise Advisory Services
Tennessee
$2.26M -$13.6K -123 -0.6%
SFP
295
Shepherd Financial Partners
Massachusetts
$2.25M -$249K -2,256 -10%
WCP
296
Wick Capital Partners
Pennsylvania
$2.23M +$232K +2,108 +12%
TWC
297
TD Waterhouse Canada
Ontario, Canada
$2.23M +$1.35M +12,277 +154%
FA
298
Fermata Advisors
California
$2.18M -$395K -3,583 -15%
AL
299
Aspiriant LLC
California
$2.18M +$48K +435 +2%
AFG
300
Atomi Financial Group
New York
$2.12M +$65.6K +595 +3%
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