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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFMPM
451
Woodley Farra Manion Portfolio Management
Indiana
$746K – – –
DWMS
452
Dominguez Wealth Management Solutions
Virginia
$741K -$64K -580 -8%
SCFS
453
Stewardship Concepts Financial Services
Washington
$741K -$170K -1,539 -19%
BCM
454
Beaumont Capital Management
Massachusetts
$736K -$13.2K -120 -2%
GCIG
455
Grand Central Investment Group
Florida
$724K +$17.6K +160 +3%
GFP
456
Gryphon Financial Partners
Ohio
$722K – – –
GAM
457
Gotham Asset Management
New York
$722K – – –
CMAI
458
Capital Management Associates Inc
Minnesota
$717K +$716K +6,496 New
AIC
459
Archer Investment Corporation
Indiana
$714K +$33.1K +300 +5%
GWA
460
Geometric Wealth Advisors
District of Columbia
$713K +$4.08K +37 +0.6%
AO
461
Advisor OS
Illinois
$710K -$20.5K -186 -3%
GWP
462
Gateway Wealth Partners
Wisconsin
$709K +$708K +6,425 New
PTC
463
Private Trust Company
Ohio
$709K -$633K -5,742 -47%
SCA
464
Sandy Cove Advisors
Massachusetts
$709K – – –
HAG
465
HighPoint Advisor Group
Illinois
$708K +$113K +1,021 +19%
SC
466
Savant Capital
Illinois
$685K – – –
VA
467
VestGen Advisors
Illinois
$683K +$684K +6,202 New
IA
468
Integrity Alliance
Iowa
$676K -$3.31K -30 -0.5%
PA
469
Pinnacle Associates
New York
$673K +$158K +1,432 +31%
SVWG
470
Shared Vision Wealth Group
United States
$663K +$662K +6,006 New
FG
471
Foster Group
Iowa
$658K -$221 -2 -0%
MFA
472
Mayflower Financial Advisors
Massachusetts
$651K +$12.7K +115 +2%
CRWM
473
Castle Rock Wealth Management
California
$645K +$1.99K +18 +0.3%
NPF
474
Norris Perne & French
Michigan
$638K +$16.5K +150 +3%
BJL
475
Brighton Jones LLC
Washington
$632K +$631K +5,723 New
17 18
19
20 21