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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
426
Patriot Investment Management Group
Tennessee
$83.2K +$83.2K +751 New
SIM
427
Sonora Investment Management
Arizona
$72K -$28.3K -255 -28%
WT
428
Whittier Trust
California
$72K – – –
MA
429
MUFG Americas
New York
$71K – – –
BWA
430
Burt Wealth Advisors
Maryland
$61K – – –
PCG
431
Private Capital Group
Connecticut
$60K +$59.9K +541 New
TFGT
432
TS Financial Group (TSFG)
Illinois
$57K – – –
LF
433
Lee Financial
Texas
$54K – – –
MWC
434
MBM Wealth Consultants
Missouri
$50K +$49.9K +450 New
LFASL
435
Lugano Financial Advisors SA (LFA)
Switzerland
$50K +$50.5K +456 New
DI
436
Disciplined Investments
Oklahoma
$49K – – –
PFGIA
437
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$25.8K +233 +117%
SIA
438
SeaBridge Investment Advisors
New Jersey
$45K – – –
LFG
439
LifePlan Financial Group
Ohio
$44K +$10.4K +94 +31%
CWAF
440
Core Wealth Advisors (Florida)
Florida
$38K +$37.7K +340 New
IRC
441
Investors Research Corp
Georgia
$37K +$15K +135 +68%
BCA
442
Bray Capital Advisors
Florida
$34K – – –
RWM
443
Raffa Wealth Management
District of Columbia
$33.2K – – –
SMG
444
Spectrum Management Group
Indiana
$33K -$464K -4,186 -93%
TI
445
Truehand Inc
New Hampshire
$33K -$42.1K -380 -56%
RDWM
446
Red Door Wealth Management
Tennessee
$33K +$16.6K +150 +100%
CFA
447
Carroll Financial Associates
North Carolina
$31K -$4.21K -38 -12%
AWM
448
Avior Wealth Management
Nebraska
$31K +$111 +1 +0.4%
1IA
449
1834 Investment Advisors
Wisconsin
$29K – – –
PB
450
Pinnacle Bancorp
Nebraska
$26K +$14.5K +131 +128%
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