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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
301
Legacy Wealth Planning
Nevada
$499K -$395K -3,571 -44%
TAM
302
Tocqueville Asset Management
New York
$482K – – –
OIA
303
OneDigital Investment Advisors
Kansas
$481K -$4.17M -37,634 -90%
CAN
304
Cetera Advisor Networks
California
$472K -$782K -7,067 -62%
WCFA
305
Walkner Condon Financial Advisors
Wisconsin
$472K +$472K +4,260 New
P
306
Pitcairn
Pennsylvania
$468K +$469K +4,232 New
SPC
307
Sigma Planning Corp
Michigan
$464K -$379K -3,421 -45%
ACM
308
Allred Capital Management
Texas
$462K -$24K -217 -5%
WCM
309
Wealthcare Capital Management
Virginia
$459K – – –
NHC
310
Nicholas Hoffman & Company
Georgia
$445K -$167K -1,510 -27%
SWM
311
Stockman Wealth Management
Montana
$443K – – –
FA
312
Fortis Advisors
Pennsylvania
$432K -$1.16M -10,457 -73%
MWM
313
Minot Wealth Management
Massachusetts
$432K -$56.9K -514 -12%
SKK
314
Shepherd Kaplan Krochuk
Massachusetts
$431K -$131K -1,180 -23%
IAN
315
Integrated Advisors Network
Texas
$431K +$431K +3,896 New
MGI
316
MayTech Global Investments
New York
$400K -$1.1M -9,934 -73%
MWM
317
Mattern Wealth Management
Kansas
$393K +$139K +1,254 +55%
CCG
318
Ceeto Capital Group
Florida
$387K – – –
PFG
319
Pacific Financial Group
Washington
$386K +$886 +8 +0.2%
FA
320
FDx Advisors
Illinois
$386K +$386K +3,485 New
CCM
321
Covington Capital Management
California
$383K -$177K -1,597 -32%
SFP
322
Strategic Financial Partners
Oregon
$383K – – –
CSPIA
323
Cary Street Partners Investment Advisory
Virginia
$380K -$199K -1,800 -34%
FPS
324
Fieldpoint Private Securities
Connecticut
$372K -$22.5K -203 -6%
CAMG
325
CWA Asset Management Group
Florida
$370K +$60.9K +550 +20%
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