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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
LTL
426
Lowery Thomas LLC
California
$816K +$508K +4,608 +166%
FF
427
Finley Financial
Nevada
$816K -$259K -2,344 -24%
SPWM
428
Spartan Planning & Wealth Management
North Carolina
$814K -$2.9M -26,327 -78%
IWP
429
Insight Wealth Partners
Texas
$812K +$811K +7,354 New
AA
430
Alesco Advisors
New York
$793K -$52.4K -475 -6%
FA
431
Flagstar Advisors
New York
$791K -$23.5K -213 -3%
JCM
432
Jacobi Capital Management
Pennsylvania
$781K -$21.3K -193 -3%
RBC
433
Roble Belko & Company
Pennsylvania
$777K -$5.85K -53 -0.7%
IPAM
434
Investment Partners Asset Management
New Jersey
$775K -$34.7K -315 -4%
SPWM
435
Schrum Private Wealth Management
Florida
$773K +$122K +1,110 +19%
BHPW
436
Beverly Hills Private Wealth
California
$773K -$176K -1,599 -19%
AIC
437
Archer Investment Corporation
Indiana
$772K -$106K -965 -12%
CIA
438
Compass Ion Advisors
Pennsylvania
$771K +$92.6K +840 +14%
TIM
439
Tortoise Investment Management
New York
$762K -$80K -725 -10%
LIM
440
Leavell Investment Management
Alabama
$756K -$85.5K -775 -10%
FAM
441
Formidable Asset Management
Ohio
$753K +$287K +2,605 +62%
SL
442
Salomon & Ludwin
Virginia
$752K -$220K -1,992 -23%
SFG
443
Sovereign Financial Group
Connecticut
$750K +$4.96K +45 +0.7%
FAM
444
Forte Asset Management
New York
$746K – – –
VFO
445
Virtus Family Office
Texas
$743K -$4.59M -41,607 -86%
SPC
446
Sigma Planning Corp
Michigan
$741K +$7.61K +69 +1%
AWM
447
Aries Wealth Management
Maine
$737K +$1.65K +15 +0.2%
AAG
448
Armstrong Advisory Group
Massachusetts
$728K – – –
GFP
449
Gryphon Financial Partners
Ohio
$722K -$12.5K -113 -2%
SI
450
Severin Investments
Missouri
$719K +$60K +544 +9%
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