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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
326
Pathstone Family Office
New Jersey
$669K +$670K +6,080 New
HI
327
Harbour Investments
Wisconsin
$663K +$664K +6,026 New
ATC
328
Argent Trust Co
Tennessee
$660K – – –
AWM
329
Adams Wealth Management
Utah
$658K +$207K +1,875 +46%
GWM
330
Geneos Wealth Management
Colorado
$630K +$341K +3,091 +117%
GW
331
GW & Wade
Massachusetts
$629K +$630K +5,715 New
BRWM
332
B. Riley Wealth Management
Tennessee
$626K +$626K +5,682 New
JWBC
333
John W. Brooker & Co
California
$624K -$294K -2,669 -32%
BMCM
334
Bryn Mawr Capital Management
Pennsylvania
$624K – – –
CBFP
335
Cedar Brook Financial Partners
Ohio
$621K +$245K +2,220 +65%
MFG
336
Menard Financial Group
Texas
$617K -$661K -5,997 -52%
MW
337
Milestone Wealth
New York
$617K – – –
ACM
338
Absolute Capital Management
Pennsylvania
$609K +$610K +5,535 New
CCM
339
Coldstream Capital Management
Washington
$595K +$88.8K +806 +18%
COCM
340
Charter Oak Capital Management
New Hampshire
$593K -$71.8K -652 -11%
BSW
341
Buckingham Strategic Wealth
Missouri
$589K +$589K +5,348 New
OPWM
342
Oakwell Private Wealth Management
Texas
$583K +$374K +3,399 +179%
WBC
343
West Branch Capital
Massachusetts
$579K +$551 +5 +0.1%
GWAM
344
Guardian Wealth Advisors (Minnesota)
Minnesota
$578K – – –
SWM
345
Stockman Wealth Management
Montana
$573K – – –
SFPM
346
Sensible Financial Planning & Management
Massachusetts
$557K +$557K +5,058 New
MSWM
347
Mader & Shannon Wealth Management
Missouri
$554K -$3.06M -27,750 -85%
IAG
348
Investment Advisory Group
Massachusetts
$552K – – –
PC
349
Pecaut & Co
Iowa
$550K – – –
PCIA
350
Prime Capital Investment Advisors
Kansas
$541K +$541K +4,913 New
12 13
14
15 16