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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
376
Keebeck Wealth Management
Illinois
$1.13M -$83.4K -756 -7%
CIA
377
Concurrent Investment Advisors
Florida
$1.12M -$89.9K -815 -7%
WWM
378
WJ Wealth Management
Arizona
$1.11M +$223K +2,026 +25%
IFS
379
Ifrah Financial Services
Arkansas
$1.09M +$46.1K +418 +4%
CFO
380
Callan Family Office
Pennsylvania
$1.09M -$374K -3,391 -26%
AGA
381
Arkos Global Advisors
Texas
$1.08M -$39.5K -358 -4%
SC
382
SouthState Corp
Florida
$1.07M +$1.07M +9,680 +23,048%
LFS
383
Leibman Financial Services
Nebraska
$1.07M – – –
WT
384
Whittier Trust
California
$1.05M – – –
BFA
385
Benedict Financial Advisors
Georgia
$1.05M +$402K +3,644 +63%
GT
386
Greenleaf Trust
Michigan
$1.05M – – –
PAG
387
Private Advisory Group
Washington
$1.04M -$5.09M -46,170 -83%
NC
388
Napatree Capital
Rhode Island
$1.03M +$186K +1,683 +22%
HWP
389
Heritage Wealth Partners
Ohio
$1.03M -$14.9K -135 -1%
MHR
390
Matthew Hamilton Rosenberg
$1.03M +$2.1K +19 +0.2%
LS
391
Leelyn Smith
Illinois
$1.03M +$524K +4,753 +104%
CAAS
392
Capital Asset Advisory Services
Michigan
$1.02M +$53.4K +484 +6%
RIA
393
Regal Investment Advisors
Michigan
$1M -$180K -1,630 -15%
FGA
394
Fortis Group Advisors
New Jersey
$989K -$457K -4,142 -32%
CMP
395
Courage Miller Partners
Virginia
$986K +$10.6K +96 +1%
WFMPM
396
Woodley Farra Manion Portfolio Management
Indiana
$978K +$650K +5,896 +199%
LWMI
397
Legacy Wealth Management (Idaho)
Idaho
$975K -$222K -2,015 -19%
FWM
398
Forza Wealth Management
Florida
$972K – – –
IA
399
IFG Advisory
Georgia
$971K +$23.4K +212 +2%
WA
400
Westfuller Advisors
New York
$967K +$966K +8,755 New
14 15
16
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