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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMS
426
Dominguez Wealth Management Solutions
Virginia
$822K -$5.4K -49 -0.7%
LTL
427
Lowery Thomas LLC
California
$816K +$508K +4,608 +166%
FF
428
Finley Financial
Nevada
$816K -$259K -2,344 -24%
SPWM
429
Spartan Planning & Wealth Management
North Carolina
$814K -$2.9M -26,327 -78%
IWP
430
Insight Wealth Partners
Texas
$812K +$811K +7,354 New
AA
431
Alesco Advisors
New York
$793K -$52.4K -475 -6%
FA
432
Flagstar Advisors
New York
$791K -$23.5K -213 -3%
JCM
433
Jacobi Capital Management
Pennsylvania
$781K -$21.3K -193 -3%
RBC
434
Roble Belko & Company
Pennsylvania
$777K -$5.85K -53 -0.7%
IPAM
435
Investment Partners Asset Management
New Jersey
$775K -$34.7K -315 -4%
SPWM
436
Schrum Private Wealth Management
Florida
$773K +$122K +1,110 +19%
BHPW
437
Beverly Hills Private Wealth
California
$773K -$176K -1,599 -19%
AIC
438
Archer Investment Corporation
Indiana
$772K -$106K -965 -12%
CIA
439
Compass Ion Advisors
Pennsylvania
$771K +$92.6K +840 +14%
TIM
440
Tortoise Investment Management
New York
$762K -$80K -725 -10%
LIM
441
Leavell Investment Management
Alabama
$756K -$85.5K -775 -10%
FAM
442
Formidable Asset Management
Ohio
$753K +$287K +2,605 +62%
SL
443
Salomon & Ludwin
Virginia
$752K -$220K -1,992 -23%
SFG
444
Sovereign Financial Group
Connecticut
$750K +$4.96K +45 +0.7%
FAM
445
Forte Asset Management
New York
$746K – – –
VFO
446
Virtus Family Office
Texas
$743K -$4.59M -41,607 -86%
SPC
447
Sigma Planning Corp
Michigan
$741K +$7.61K +69 +1%
AWM
448
Aries Wealth Management
Maine
$737K +$1.65K +15 +0.2%
AAG
449
Armstrong Advisory Group
Massachusetts
$728K – – –
GFP
450
Gryphon Financial Partners
Ohio
$722K -$12.5K -113 -2%
16 17
18
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