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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
301
Castle Rock Wealth Management
California
$341K – – –
FOA
302
Five Oceans Advisors
California
$329K +$329K +2,974 New
AWE
303
Avidian Wealth Enterprises
Texas
$324K +$26.2K +237 +9%
SG
304
StoneX Group
New York
$321K – – –
GWM
305
Geneos Wealth Management
Colorado
$318K -$120K -1,084 -27%
BAM
306
Barrett Asset Management
New York
$315K -$116K -1,050 -27%
GAM
307
Gould Asset Management
California
$315K +$13.3K +120 +4%
WMA
308
Wealth Management Associates
New Jersey
$309K – – –
SIM
309
Stratos Investment Management
Ohio
$308K -$3.98K -36 -1%
AUB
310
Atlantic Union Bankshares
Virginia
$307K -$23.4K -212 -7%
PWM
311
Perigon Wealth Management
California
$306K -$24.3K -220 -7%
QPWM
312
Quadrant Private Wealth Management
Pennsylvania
$301K – – –
BCI
313
Brinker Capital Investments
Pennsylvania
$294K – – –
WWM
314
Wiser Wealth Management
Georgia
$290K +$35.2K +319 +14%
AIM
315
Anchor Investment Management
South Carolina
$287K – – –
B
316
Bellecapital
Switzerland
$284K – – –
S
317
SignatureFD
Georgia
$281K +$110 +1 +0%
MC
318
Moors & Cabot
Massachusetts
$279K – – –
HH
319
Hilltop Holdings
Texas
$277K -$331 -3 -0.1%
AFAS
320
Acorn Financial Advisory Services
Virginia
$275K – – –
SFP
321
Strategic Financial Partners
Oregon
$273K -$55.8K -505 -17%
OPWM
322
Oakwell Private Wealth Management
Texas
$273K +$273K +2,472 New
BF
323
BOK Financial
Oklahoma
$271K +$271K +2,452 New
TGAM
324
TBH Global Asset Management
Tennessee
$262K +$262K +2,374 New
NAMM
325
NorthStar Asset Management (Massachusetts)
Massachusetts
$259K -$884 -8 -0.3%
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13
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