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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
401
TS Financial Group (TSFG)
Illinois
$14K – – –
FA
402
Faithward Advisors
Pennsylvania
$13K -$14.9K -135 -53%
RIM
403
Rockbridge Investment Management
New York
$13K – – –
VRM
404
Vectors Research Management
New York
$13K – – –
CWA
405
Clearview Wealth Advisors
Oregon
$11K -$67.4K -610 -86%
LAS
406
Lloyd Advisory Services
Georgia
$9K -$773 -7 -8%
PWA
407
Phoenix Wealth Advisors
North Carolina
$8K -$16.2K -147 -67%
AA
408
Ancora Advisors
Ohio
$8K +$8.29K +75 New
CQS
409
Credential Qtrade Securities
$7.29K +$7.29K +66 New
LFG
410
Larson Financial Group
Missouri
$7K – – –
SBL
411
Sargent Bickham Lagudis
Colorado
$7K – – –
FCA
412
FinTrust Capital Advisors
South Carolina
$6K – – –
IAS
413
IMA Advisory Services
Colorado
$6K – – –
LWCFA
414
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
PK
415
Pflug Koory
Nebraska
$4K – – –
PFBT
416
Parkside Financial Bank & Trust
Missouri
$4K +$3.76K +34 New
TWM
417
Tradition Wealth Management
Minnesota
$3K – – –
MS
418
Mizuho Securities
Japan
$2K – – –
NFSG
419
Newbridge Financial Services Group
Florida
$2K – – –
TF
420
TimeScale Financial
Massachusetts
$2K – – –
VCM
421
Versant Capital Management
Arizona
$1K -$155K -1,400 -100%
CHC
422
City Holding Co
West Virginia
$1K -$2.98K -27 -77%
APWA
423
Atlas Private Wealth Advisors
New Jersey
$1K +$773 +7 New
CCM
424
Cribstone Capital Management
Maine
$1K +$1.1K +10 New
CA
425
CSM Advisors
Pennsylvania
– -$41.4M -374,810 Closed
15 16
17
18 19