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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$3.87K +35 +22%
MWP
327
MYCIO Wealth Partners
Pennsylvania
$22K +$21.6K +195 New
BC
328
Barnett & Company
Tennessee
$21K +$20.9K +189 New
LFG
329
Larson Financial Group
Missouri
$21K +$21.2K +192 New
CFG
330
Citizens Financial Group
Rhode Island
$17K – – –
TFS
331
TrustCore Financial Services
Tennessee
$14K +$13.7K +124 New
SF
332
Synovus Financial
Georgia
$14K +$13.9K +126 New
GWM
333
Geneos Wealth Management
Colorado
$13K +$5.86K +53 +75%
GWMIA
334
Global Wealth Management Investment Advisory
Florida
$12K -$67.4K -610 -85%
BWM
335
BerganKDV Wealth Management
Minnesota
$11K -$2.76K -25 -20%
IAS
336
IMA Advisory Services
Colorado
$11K – – –
FHA
337
Flagship Harbor Advisors
Massachusetts
$11K +$11.1K +100 New
GEA
338
Glen Eagle Advisors
New Jersey
$8.04K +$111 +1 +1%
SIAS
339
Shine Investment Advisory Services
Colorado
$8K +$8.29K +75 New
APC
340
Aspire Private Capital
North Carolina
$6K -$2.21K -20 -27%
BFC
341
Bedel Financial Consulting
Indiana
$5K – – –
JCM
342
Julex Capital Management
Massachusetts
$4K -$7.47M -67,550 -100%
CI
343
CX Institutional
Indiana
$3K – – –
OC
344
Oakworth Capital
Alabama
$3K +$2.54K +23 New
MA
345
MCF Advisors
Kentucky
$2K – – –
RBA
346
Richard Bernstein Advisors
New York
$1K -$2.87K -26 -72%
FRA
347
Front Row Advisors
California
$1K – – –
TL
348
TrueWealth LLC
Georgia
$1K – – –
FIA
349
Foundations Investment Advisors
Arizona
– -$21.9M -198,319 Closed
SFP
350
Shepherd Financial Partners
Massachusetts
– -$19.1M -172,487 Closed
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