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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
476
Maripau Wealth Management
Indiana
$597K -$177K -1,606 -23%
LWL
477
Leo Wealth LLC
Texas
$595K -$13.2K -120 -2%
HPM
478
Hudson Portfolio Management
New York
$591K -$44.1K -400 -7%
MWM
479
MGB Wealth Management
Texas
$587K -$6.4K -58 -1%
HA
480
Hanover Advisors
South Carolina
$581K – – –
HNW
481
High Note Wealth
Minnesota
$578K -$37.4K -339 -6%
GIA
482
Gladstone Institutional Advisory
Florida
$575K +$18K +163 +3%
FWSM
483
First Wilshire Securities Management
California
$570K +$3.86K +35 +0.7%
PC
484
Pecaut & Co
Iowa
$570K -$26.1K -237 -4%
SA
485
Sicart Associates
New York
$569K – – –
RWPA
486
Richard W. Paul & Associates
Michigan
$567K -$45.1K -409 -7%
GSEP
487
Golden State Equity Partners
California
$563K -$41.7K -378 -7%
CGPCS
488
Capital Group Private Client Services
California
$552K – – –
JWA
489
JFS Wealth Advisors
Pennsylvania
$549K – – –
MAM
490
Madison Asset Management
Wisconsin
$546K +$186K +1,687 +52%
WIA
491
World Investment Advisors
California
$542K -$680K -6,162 -56%
FCH
492
Freestone Capital Holdings
Washington
$542K +$163K +1,481 +43%
SWP
493
Stratos Wealth Partners
Ohio
$538K -$936K -8,483 -64%
IAN
494
Integrated Advisors Network
Texas
$538K -$14.8K -134 -3%
AWM
495
Apollon Wealth Management
South Carolina
$534K -$1.88K -17 -0.4%
EWM
496
Empirical Wealth Management
Washington
$532K +$531K +4,818 New
WWM
497
Western Wealth Management
Colorado
$523K +$113K +1,029 +28%
BAM
498
Belpointe Asset Management
Nevada
$520K +$520K +4,712 New
FAG
499
Fortitude Advisory Group
Washington
$518K +$47.6K +432 +10%
PTC
500
Private Trust Company
Ohio
$516K +$66.2K +600 +15%
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