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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
351
Heritage Wealth Partners
Ohio
$1.16M -$266K -2,413 -19%
PA
352
Probity Advisors
Texas
$1.13M -$94.8K -860 -8%
WIA
353
World Investment Advisors
California
$1.13M +$1.13M +10,237 New
TI
354
TrueMark Investments
Illinois
$1.13M +$1.13M +10,222 New
JWCA
355
J.W. Coons Advisors
Ohio
$1.13M +$211K +1,915 +23%
CIA
356
Compass Ion Advisors
Pennsylvania
$1.12M – – –
GS
357
GTS Securities
Florida
$1.11M +$344K +3,124 +45%
TWCA
358
Two West Capital Advisors
Kansas
$1.1M +$1.1M +9,998 New
WAM
359
Warberg Asset Management
Illinois
$1.09M +$1.09M +9,899 New
GT
360
Greenleaf Trust
Michigan
$1.09M – – –
BEAM
361
Baker Ellis Asset Management
Washington
$1.07M – – –
WT
362
Whittier Trust
California
$1.04M -$54K -490 -5%
SCA
363
Sandy Cove Advisors
Massachusetts
$1.04M -$2.65K -24 -0.3%
FFA
364
Farther Finance Advisors
California
$1.03M +$282K +2,555 +38%
MHR
365
Matthew Hamilton Rosenberg
$1.02M +$21K +190 +2%
IFS
366
Ifrah Financial Services
Arkansas
$1.01M +$44.9K +407 +5%
AA
367
Alesco Advisors
New York
$1.01M -$92.1K -835 -8%
CP
368
Castleview Partners
Texas
$1.01M +$128K +1,163 +15%
CAM
369
Cidel Asset Management
Ontario, Canada
$1M – – –
ISWM
370
Independent Solutions Wealth Management
New York
$985K +$396K +3,589 +67%
GG
371
GenWealth Group
New Jersey
$975K +$112K +1,013 +13%
P
372
&Partners
Tennessee
$973K +$293K +2,655 +43%
SL
373
Salomon & Ludwin
Virginia
$969K -$494K -4,480 -34%
IA
374
IFG Advisory
Georgia
$969K +$967K +8,767 New
GWM
375
Geneos Wealth Management
Colorado
$966K +$17.3K +157 +2%
13 14
15
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