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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
451
Tortoise Investment Management
New York
$728K -$33.1K -300 -4%
SL
452
Salomon & Ludwin
Virginia
$725K -$23.6K -214 -3%
SWA
453
SFMG Wealth Advisors
Texas
$723K +$722K +6,544 New
GFP
454
Gryphon Financial Partners
Ohio
$722K – – –
SPC
455
Sigma Planning Corp
Michigan
$719K -$22.4K -203 -3%
TBC
456
Ted Buchan & Co
California
$718K +$225K +2,043 +46%
AA
457
Alesco Advisors
New York
$717K -$76.4K -693 -10%
HPM
458
Hudson Portfolio Management
New York
$701K +$110K +1,000 +19%
AO
459
Advisor OS
Illinois
$700K +$4.96K +45 +0.7%
AWM
460
Aries Wealth Management
Maine
$700K -$36.9K -335 -5%
FFG
461
Fiduciary Financial Group
California
$693K +$70.1K +636 +11%
MAM
462
Madison Asset Management
Wisconsin
$681K +$136K +1,231 +25%
TCG
463
Transcendent Capital Group
Oklahoma
$679K -$1.4M -12,737 -67%
SI
464
Severin Investments
Missouri
$678K -$41.1K -373 -6%
VA
465
Vestwell Advisors
New York
$677K – – –
SWP
466
Stratos Wealth Partners
Ohio
$665K +$127K +1,150 +24%
LHWM
467
Lake Hills Wealth Management
Texas
$663K +$14.6K +132 +2%
KIM
468
Karpus Investment Management
New York
$663K -$27.6K -250 -4%
RI
469
Rinkey Investments
California
$661K +$660K +5,985 New
1IA
470
1834 Investment Advisors
Wisconsin
$649K -$263K -2,383 -29%
IWP
471
Innova Wealth Partners
Pennsylvania
$647K -$15.3K -139 -2%
AC
472
Apella Capital
Connecticut
$643K +$644K +5,837 New
MFA
473
Mayflower Financial Advisors
Massachusetts
$638K +$4.41K +40 +0.7%
GIA
474
Gladstone Institutional Advisory
Florida
$638K +$63.6K +577 +11%
BCM
475
Beaumont Capital Management
Massachusetts
$637K +$343K +3,108 +117%
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