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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
426
Fortis Group Advisors
New Jersey
$822K -$167K -1,516 -17%
EWA
427
ERTS Wealth Advisors
Michigan
$820K +$128K +1,164 +19%
SPWM
428
Schrum Private Wealth Management
Florida
$820K +$46.8K +424 +6%
SOS
429
Silver Oak Securities
Tennessee
$819K -$17.1K -155 -2%
CL
430
Cabana LLC
Arkansas
$813K +$812K +7,362 New
OCM
431
One Capital Management
California
$809K -$14.9K -135 -2%
VFO
432
Virtus Family Office
Texas
$808K +$65.6K +595 +9%
LFS
433
Leibman Financial Services
Nebraska
$807K -$258K -2,343 -24%
IPAM
434
Investment Partners Asset Management
New Jersey
$803K +$28.7K +260 +4%
S
435
SignatureFD
Georgia
$802K +$463K +4,198 +137%
JCM
436
Jacobi Capital Management
Pennsylvania
$801K +$20.4K +185 +3%
FA
437
Flagstar Advisors
New York
$794K +$3.64K +33 +0.5%
GVCM
438
Global View Capital Management
Wisconsin
$779K -$125K -1,130 -14%
RBC
439
Roble Belko & Company
Pennsylvania
$777K – – –
WGC
440
Watts Gwilliam & Co
Arizona
$775K -$101K -913 -12%
BW
441
Blalock Williams
Alabama
$773K +$151K +1,373 +24%
AIC
442
Archer Investment Corporation
Indiana
$757K -$14.8K -134 -2%
VFA
443
Voya Financial Advisors
Connecticut
$754K +$292K +2,652 +64%
FAM
444
Formidable Asset Management
Ohio
$753K – – –
CRWM
445
Castle Rock Wealth Management
California
$751K +$274K +2,488 +58%
VFS
446
Valpey Financial Services
New Hampshire
$749K +$748K +6,787 New
FF
447
Finley Financial
Nevada
$749K -$66.2K -600 -8%
BDF
448
Black Diamond Financial
Maryland
$748K +$71.4K +648 +11%
BRWA
449
B. Riley Wealth Advisors
Florida
$743K +$742K +6,730 New
OP
450
ORG Partners
Indiana
$731K +$36.6K +332 +5%
16 17
18
19 20