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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
351
Ceeto Capital Group
Florida
$388K – – –
CW
352
CreativeOne Wealth
Kansas
$387K +$387K +3,492 New
PCM
353
Pennsylvania Capital Management
Pennsylvania
$387K +$388K +3,499 New
PP
354
Professional Planning
California
$387K +$388K +3,499 New
PFG
355
Pacific Financial Group
Washington
$386K – – –
TIM
356
Total Investment Management
Arizona
$385K +$385K +3,473 New
SFP
357
Strategic Financial Partners
Oregon
$383K +$122K +1,100 +47%
MCG
358
MACRO Consulting Group
New Jersey
$375K +$375K +3,387 New
AAS
359
Avantax Advisory Services
Texas
$373K -$2.44K -22 -0.6%
TW
360
Transform Wealth
Colorado
$364K -$5.92M -53,406 -94%
CA
361
Continuum Advisory
Idaho
$359K -$488K -4,404 -58%
FMP
362
Financial Management Professionals
Texas
$357K – – –
CAG
363
Crestwood Advisors Group
Massachusetts
$348K – – –
MC
364
Moors & Cabot
Massachusetts
$347K +$332 +3 +0.1%
TPA
365
Trivium Point Advisory
Connecticut
$341K -$825K -7,447 -71%
IUHSA
366
Itau Unibanco Holding S.A.
Brazil
$314K – – –
GFPC
367
Global Financial Private Client
Florida
$313K +$313K +2,823 New
WMA
368
Wealth Management Associates
New Jersey
$310K +$310K +2,800 New
SCA
369
Spearhead Capital Advisors
Florida
$310K -$70.8K -639 -19%
CAMG
370
CWA Asset Management Group
Florida
$309K +$309K +2,790 New
DWM
371
Darwin Wealth Management
Florida
$305K -$68.4K -617 -18%
PWM
372
Perigon Wealth Management
California
$305K +$305K +2,754 New
CFD
373
Creative Financial Designs
Indiana
$302K +$302K +2,728 New
EIC
374
Equity Investment Corp
Georgia
$296K -$155K -1,403 -34%
BCI
375
Brinker Capital Investments
Pennsylvania
$295K -$74.1K -669 -20%
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