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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
401
Covington Capital Management
California
$106K – – –
CA
402
Clearstead Advisors
Ohio
$100K – – –
TFO
403
Tarbox Family Office
California
$100K – – –
DWMG
404
DB Wealth Management Group
California
$97K -$92.6K -838 -49%
AWM
405
Atticus Wealth Management
Florida
$91K -$1.04M -9,371 -92%
HI
406
Hudock Inc
Pennsylvania
$88K -$162K -1,468 -65%
SMG
407
Spectrum Management Group
Indiana
$88K +$54.3K +491 +163%
OIA
408
Optimum Investment Advisors
Illinois
$77K -$11.1K -100 -13%
MA
409
MUFG Americas
New York
$77K – – –
WT
410
Whittier Trust
California
$72K – – –
CWAF
411
Core Wealth Advisors (Florida)
Florida
$62K -$8.18K -74 -12%
DI
412
Disciplined Investments
Oklahoma
$62K +$5.97K +54 +11%
CMBA
413
C.M. Bidwell & Associates
Hawaii
$58K -$44.8K -405 -44%
LFASL
414
Lugano Financial Advisors SA (LFA)
Switzerland
$50K – – –
FHC
415
First Horizon Corporation
Tennessee
$50K +$50.6K +458 New
NFG
416
Next Financial Group
Texas
$49K -$435K -3,932 -90%
TA
417
Tectonic Advisors
Texas
$45K +$111 +1 +0.2%
FHA
418
First Horizon Advisors
Tennessee
$45K +$45.8K +414 New
IRC
419
Investors Research Corp
Georgia
$44K – – –
LS
420
Leelyn Smith
Illinois
$42K -$111 -1 -0.3%
SIM
421
Sonora Investment Management
Arizona
$42K – – –
FFC
422
Fure Financial Corporation
Minnesota
$39K -$104K -942 -73%
BAMG
423
Brand Asset Management Group
Missouri
$39K +$39.3K +356 New
HI
424
Harbour Investments
Wisconsin
$35K +$35.4K +320 New
RWM
425
Raffa Wealth Management
District of Columbia
$33.2K – – –
15 16
17
18 19