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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
476
Sugarloaf Wealth Management
Georgia
$115K +$110 +1 +0.1%
TF
477
Tompkins Financial
New York
$110K – – –
GRP
478
Global Retirement Partners
California
$107K +$60.4K +548 +129%
SWM
479
SeaCrest Wealth Management
New York
$105K +$105K +957 New
JWA
480
JFS Wealth Advisors
Pennsylvania
$97K – – –
CPA
481
Cardiff Park Advisors
California
$92K -$32.3K -293 -26%
PFS
482
Prospera Financial Services
Texas
$91K -$28.1K -255 -24%
GWANC
483
Guardian Wealth Advisors (North Carolina)
North Carolina
$83K – – –
PFGIA
484
Patriot Financial Group Insurance Agency
Massachusetts
$82K +$63.5K +576 +333%
WT
485
Whittier Trust
California
$81K – – –
CFD
486
Creative Financial Designs
Indiana
$80K +$110 +1 +0.1%
AW
487
Avion Wealth
Texas
$73K -$83.7K -760 -53%
CCM
488
Covington Capital Management
California
$73K – – –
BFPW
489
BOK Financial Private Wealth
Colorado
$68K +$68.4K +621 New
CHA
490
Carmichael Hill & Associates
Maryland
$63K – – –
DI
491
Disciplined Investments
Oklahoma
$62K – – –
CMBA
492
C.M. Bidwell & Associates
Hawaii
$58K – – –
TIM
493
Tortoise Investment Management
New York
$55K – – –
PCG
494
Private Capital Group
Connecticut
$52K +$11.9K +108 +30%
KFS
495
Kelly Financial Services
Massachusetts
$51.3K +$20.1K +182 +64%
HI
496
Hudock Inc
Pennsylvania
$44K +$18K +163 +67%
BFEC
497
Benjamin F. Edwards & Company
Missouri
$40K +$40.2K +365 New
CTC
498
Central Trust Company
Missouri
$36K – – –
TA
499
Tectonic Advisors
Texas
$36K – – –
CP
500
Castleview Partners
Texas
$32.4K +$108K +984 New
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