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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
426
Montecito Bank & Trust
California
$854K -$22.1K -200 -3%
CA
427
Clearstead Advisors
Ohio
$851K -$160K -1,450 -16%
S
428
SignatureFD
Georgia
$851K +$850K +7,706 New
GVCM
429
Global View Capital Management
Wisconsin
$846K -$17.2K -156 -2%
BFO
430
Boston Family Office
Massachusetts
$834K -$60.6K -550 -7%
IFA
431
Index Fund Advisors
California
$832K +$831K +7,538 New
CWA
432
Crusonia Wealth Advisors
Colorado
$823K -$733K -6,648 -47%
JCM
433
Jacobi Capital Management
Pennsylvania
$822K +$30.7K +278 +4%
A
434
Allianz
Germany
$821K +$782K +7,090 +2,032%
LAS
435
LWM Advisory Services
Florida
$821K +$383K +3,469 +87%
CWAF
436
Core Wealth Advisors (Florida)
Florida
$819K -$137K -1,243 -14%
SFS
437
Sowell Financial Services
Arkansas
$818K +$13.6K +123 +2%
NFG
438
Nations Financial Group
Iowa
$816K +$96.6K +876 +13%
ACM
439
Avalon Capital Management
California
$813K -$35.3K -320 -4%
FA
440
Flagstar Advisors
New York
$806K +$772 +7 +0.1%
BW
441
Blalock Williams
Alabama
$801K -$6.29K -57 -0.8%
NAS
442
NWF Advisory Services
California
$777K +$430K +3,896 +124%
RBC
443
Roble Belko & Company
Pennsylvania
$776K – – –
SWP
444
Stratos Wealth Partners
Ohio
$776K +$75.8K +687 +11%
CCFM
445
Clear Creek Financial Management
Washington
$776K -$334K -3,032 -30%
BRWA
446
B. Riley Wealth Advisors
Florida
$769K +$295K +2,678 +62%
DAS
447
Dynamic Advisor Solutions
Arizona
$755K -$84.5K -766 -10%
UAG
448
United Advisor Group
Ohio
$754K +$753K +6,830 New
WWM
449
Walser Wealth Management
Florida
$752K -$356K -3,230 -32%
SPC
450
Sigma Planning Corp
Michigan
$748K +$70.5K +639 +10%
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