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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
451
AFT Forsyth & Company
Florida
$673K -$76K -689 -10%
JWA
452
JFS Wealth Advisors
Pennsylvania
$662K – – –
FG
453
Foster Group
Iowa
$657K -$46.2K -419 -7%
BDF
454
Black Diamond Financial
Maryland
$655K -$87.4K -793 -12%
CRWM
455
Castle Rock Wealth Management
California
$643K -$54.3K -492 -8%
AAG
456
Armstrong Advisory Group
Massachusetts
$639K -$49.1K -445 -7%
MFA
457
Mayflower Financial Advisors
Massachusetts
$637K – – –
VFS
458
Valpey Financial Services
New Hampshire
$628K -$104K -939 -14%
LFS
459
Leibman Financial Services
Nebraska
$623K -$25.9K -235 -4%
NPF
460
Norris Perne & French
Michigan
$620K – – –
SWA
461
SFMG Wealth Advisors
Texas
$618K -$76K -689 -11%
CCG
462
Ceeto Capital Group
Florida
$606K – – –
FPAS
463
Focus Partners Advisor Solutions
Missouri
$605K -$703K -6,377 -54%
IWP
464
Innova Wealth Partners
Pennsylvania
$602K -$21.8K -198 -3%
SFG
465
Sage Financial Group
Pennsylvania
$598K +$235K +2,135 +65%
HAG
466
HighPoint Advisor Group
Illinois
$594K +$595K +5,393 New
BIG
467
Brooklyn Investment Group
New York
$590K +$591K +5,361 New
FWSM
468
First Wilshire Securities Management
California
$588K +$7.61K +69 +1%
NP
469
NorthRock Partners
Minnesota
$588K +$81.6K +740 +16%
5NPW
470
55 North Private Wealth
Florida
$588K +$588K +5,335 New
TCM
471
Triumph Capital Management
Colorado
$585K +$88.3K +801 +18%
IPAM
472
Investment Partners Asset Management
New Jersey
$581K -$221K -2,000 -27%
AAS
473
Ameritas Advisory Services
Nebraska
$580K -$607K -5,502 -51%
ACS
474
Archford Capital Strategies
Illinois
$579K +$579K +5,254 New
EWA
475
Exencial Wealth Advisors
Oklahoma
$578K -$1.99K -18 -0.3%
17 18
19
20 21