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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
401
Buska Wealth Management
Wisconsin
$1.01M +$1.01M +9,180 New
SWM
402
Silverlake Wealth Management
Vermont
$1.01M +$12K +109 +1%
EGA
403
Eagle Global Advisors
Texas
$1.01M +$41.9K +380 +4%
KA
404
Kovack Advisors
Florida
$1.01M +$116K +1,051 +13%
CWP
405
Concord Wealth Partners
Virginia
$998K -$42.9K -389 -4%
HAG
406
HighPoint Advisor Group
Illinois
$984K +$276K +2,501 +39%
WT
407
Whittier Trust
California
$977K – – –
BDF
408
Black Diamond Financial
Maryland
$960K +$49.8K +452 +5%
KA
409
KDT Advisors
New York
$956K -$82.7K -750 -8%
MC
410
Miramontes Capital
California
$940K -$11.1K -101 -1%
JSAM
411
J. Safra Asset Management
New York
$938K +$564K +5,119 +152%
KP
412
Keel Point
Alabama
$937K – – –
ECA
413
Elevation Capital Advisory
Oregon
$923K -$110K -999 -11%
FWSM
414
First Wilshire Securities Management
California
$922K +$8.27K +75 +0.9%
PSA
415
Plum Street Advisors
Louisiana
$916K – – –
FA
416
Fortis Advisors
Pennsylvania
$916K +$8.16K +74 +0.9%
FA
417
Flagstar Advisors
New York
$911K +$105K +954 +13%
SFG
418
Sovereign Financial Group
Connecticut
$906K -$16.2K -147 -2%
SCM
419
Sidoxia Capital Management
California
$901K +$36.5K +331 +4%
KWM
420
Kingsview Wealth Management
Oregon
$894K +$893K +8,098 New
TCG
421
Transcendent Capital Group
Oklahoma
$892K +$1.98K +18 +0.2%
AI
422
Arrien Investments
Idaho
$888K -$165K -1,497 -16%
VCP
423
Vista Capital Partners
Oregon
$878K +$877K +7,952 New
SC
424
Solstein Capital
California
$877K +$303K +2,747 +53%
SCA
425
Sandy Cove Advisors
Massachusetts
$869K +$160K +1,452 +23%
15 16
17
18 19