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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
301
Destination Wealth Management
California
$1.76M +$59.2K +537 +3%
GFA
302
Gallagher Fiduciary Advisors
Illinois
$1.75M +$114K +1,035 +7%
CA
303
CapWealth Advisors
Tennessee
$1.67M -$1.03M -9,374 -38%
PFS
304
Prospera Financial Services
Texas
$1.63M +$255K +2,314 +19%
RIA
305
Realta Investment Advisors
Delaware
$1.63M -$133K -1,204 -8%
GAM
306
Gould Asset Management
California
$1.62M -$111K -1,007 -6%
PFPT
307
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.58M -$178K -1,617 -10%
WFC
308
Western Financial Corp
California
$1.54M -$25.2K -229 -2%
FHC
309
First Heartland Consultants
Missouri
$1.53M -$2.86M -25,937 -65%
ISWM
310
Independent Solutions Wealth Management
New York
$1.52M +$871K +7,904 +135%
HW
311
Hamilton Wealth
California
$1.46M -$117K -1,061 -7%
SAG
312
SageView Advisory Group
California
$1.46M +$1.45M +13,177 New
PFA
313
Pathway Financial Advisors
Vermont
$1.46M – – –
SMFG
314
Sumitomo Mitsui Financial Group
Japan
$1.44M +$1.44M +13,035 New
FAG
315
Fortitude Advisory Group
Washington
$1.43M +$251K +2,276 +21%
EC
316
EdgeRock Capital
Colorado
$1.42M +$487K +4,421 +52%
PWM
317
Perigon Wealth Management
California
$1.41M +$910K +8,256 +182%
SL
318
Salomon & Ludwin
Virginia
$1.4M +$397K +3,600 +40%
LNWTC
319
Laird Norton Wetherby Trust Company
Washington
$1.38M -$551K -4,995 -29%
TCM
320
Triumph Capital Management
Colorado
$1.36M -$4.28M -38,803 -76%
SAM
321
Strategy Asset Managers
California
$1.36M -$39.6K -359 -3%
FA
322
Forefront Analytics
Pennsylvania
$1.33M +$7.5K +68 +0.6%
SAS
323
Sage Advisory Services
Texas
$1.33M +$1.33M +12,078 New
FA
324
Flagstar Advisors
New York
$1.31M +$12.2K +111 +0.9%
AA
325
Alesco Advisors
New York
$1.29M +$173K +1,570 +15%
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