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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
376
BFSG LLC
California
$961K +$126K +1,146 +15%
IFS
377
Ifrah Financial Services
Arkansas
$960K -$1.87K -17 -0.2%
AWM
378
Aries Wealth Management
Maine
$960K -$89.8K -815 -9%
CA
379
CapWealth Advisors
Tennessee
$947K -$721K -6,536 -43%
PWM
380
Perigon Wealth Management
California
$945K -$468K -4,247 -33%
MSA
381
Marino Stram & Associates
Massachusetts
$927K -$44.1K -400 -5%
AP
382
Atwood & Palmer
Missouri
$919K – – –
SWA
383
Stratos Wealth Advisors
Ohio
$912K +$665K +6,029 +271%
IPW
384
Impact Partnership Wealth
Georgia
$902K -$62.6K -568 -7%
JWCA
385
J.W. Coons Advisors
Ohio
$899K -$8.82K -80 -1%
KW
386
KWB Wealth
California
$884K – – –
SAG
387
SageView Advisory Group
California
$877K -$578K -5,239 -40%
VAG
388
VisionPoint Advisory Group
Texas
$865K -$33.1K -300 -4%
ATPW
389
Ashton Thomas Private Wealth
Arizona
$855K +$240K +2,180 +39%
CW
390
Connectus Wealth
Ohio
$853K -$282K -2,561 -25%
WCP
391
Wick Capital Partners
Pennsylvania
$845K +$843K +7,647 New
EVM
392
Evelyn V. Moreno
$834K +$832K +7,548 New
WDC
393
Woodward Diversified Capital
California
$831K +$306K +2,777 +58%
FIM
394
Fernwood Investment Management
Massachusetts
$828K -$44.1K -400 -5%
FA
395
Fortis Advisors
Pennsylvania
$812K +$9.81K +89 +1%
OCM
396
One Capital Management
California
$805K +$437K +3,965 +119%
LIM
397
Leavell Investment Management
Alabama
$792K +$79.9K +725 +11%
CSPIA
398
Cary Street Partners Investment Advisory
Virginia
$792K -$35.6K -323 -4%
MWM
399
Mission Wealth Management
California
$791K -$137K -1,244 -15%
BCV
400
Banque Cantonale Vaudoise
Switzerland
$790K +$108K +984 +16%
14 15
16
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