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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
426
Valeo Financial Advisors
Indiana
$32K -$49.6K -448 -61%
AWM
427
Avior Wealth Management
Nebraska
$30K – – –
DWP
428
Destiny Wealth Partners
Florida
$25K +$25.1K +227 New
CFA
429
Carroll Financial Associates
North Carolina
$22K – – –
FCM
430
Firestone Capital Management
Florida
$22K – – –
PFGIA
431
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
SWA
432
SOA Wealth Advisors
New York
$20K +$20.2K +183 New
AF
433
Advisornet Financial
Minnesota
$18K -$1.44K -13 -7%
MIM
434
MTM Investment Management
South Carolina
$15K +$14.6K +132 New
FGAM
435
Financial Gravity Asset Management
Texas
$15K +$15K +136 New
FCH
436
Freestone Capital Holdings
Washington
$14.7K – – –
TFGT
437
TS Financial Group (TSFG)
Illinois
$14K -$42.9K -388 -75%
VRM
438
Vectors Research Management
New York
$13K -$5.75K -52 -30%
RIM
439
Rockbridge Investment Management
New York
$13K -$996 -9 -7%
BHWM
440
Bay Harbor Wealth Management
Maryland
$9K +$4.31K +39 +95%
LAS
441
Lloyd Advisory Services
Georgia
$8K +$7.52K +68 New
BFG
442
Baron Financial Group
New Jersey
$7.63K – – –
BSSFA
443
Baron Silver Stevens Financial Advisors
Florida
$7K +$7.08K +64 New
FCA
444
FinTrust Capital Advisors
South Carolina
$6K – – –
IAS
445
IMA Advisory Services
Colorado
$6K – – –
LWCFA
446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
HWM
447
Holloway Wealth Management
Florida
$5K – – –
PB
448
Pinnacle Bancorp
Nebraska
$5K – – –
FPCG
449
Fort Pitt Capital Group
Pennsylvania
$5K +$4.76K +43 New
HFA
450
Hoover Financial Advisors
Pennsylvania
$5K +$4.98K +45 New
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