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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
401
Kovack Advisors
Florida
$1.01M +$116K +1,051 +13%
CWP
402
Concord Wealth Partners
Virginia
$998K -$42.9K -389 -4%
HAG
403
HighPoint Advisor Group
Illinois
$984K +$276K +2,501 +39%
WT
404
Whittier Trust
California
$977K – – –
BDF
405
Black Diamond Financial
Maryland
$960K +$49.8K +452 +5%
KA
406
KDT Advisors
New York
$956K -$82.7K -750 -8%
JSAM
407
J. Safra Asset Management
New York
$938K +$564K +5,119 +152%
KP
408
Keel Point
Alabama
$937K – – –
ECA
409
Elevation Capital Advisory
Oregon
$923K -$110K -999 -11%
FWSM
410
First Wilshire Securities Management
California
$922K +$8.27K +75 +0.9%
PSA
411
Plum Street Advisors
Louisiana
$916K – – –
FA
412
Fortis Advisors
Pennsylvania
$916K +$8.16K +74 +0.9%
FA
413
Flagstar Advisors
New York
$911K +$105K +954 +13%
SFG
414
Sovereign Financial Group
Connecticut
$906K -$16.2K -147 -2%
SCM
415
Sidoxia Capital Management
California
$901K +$36.5K +331 +4%
KWM
416
Kingsview Wealth Management
Oregon
$894K +$893K +8,098 New
TCG
417
Transcendent Capital Group
Oklahoma
$892K +$1.98K +18 +0.2%
AI
418
Arrien Investments
Idaho
$888K -$165K -1,497 -16%
VCP
419
Vista Capital Partners
Oregon
$878K +$877K +7,952 New
SC
420
Solstein Capital
California
$877K +$303K +2,747 +53%
SCA
421
Sandy Cove Advisors
Massachusetts
$869K +$160K +1,452 +23%
TNBTD
422
Trustmark National Bank Trust Department
Mississippi
$851K -$122K -1,106 -13%
AO
423
Advisor OS
Illinois
$850K +$140K +1,273 +20%
RCS
424
Retirement Capital Strategies
California
$844K -$995K -9,028 -54%
NFG
425
Nations Financial Group
Iowa
$841K +$25K +227 +3%
15 16
17
18 19