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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
501
LTG Capital
Massachusetts
$360K – – –
FLA
502
Financial Life Advisors
Texas
$358K – – –
FHB
503
First Hawaiian Bank
Hawaii
$357K +$4.08K +37 +1%
JWBC
504
John W. Brooker & Co
California
$354K -$308K -2,791 -47%
PCFFS
505
Pacific Center for Financial Services
California
$346K -$28K -254 -8%
MC
506
Moors & Cabot
Massachusetts
$329K -$6.28K -57 -2%
JFL
507
Jarislowsky, Fraser Ltd
Quebec, Canada
$328K – – –
PFG
508
Prosperity Financial Group
California
$324K +$123K +1,120 +62%
KPWS
509
Kestra Private Wealth Services
Texas
$323K -$28.7K -260 -8%
LWMG
510
Levy Wealth Management Group
Pennsylvania
$320K -$82.7K -750 -21%
RMAM
511
Raab & Moskowitz Asset Management
New Jersey
$320K +$320K +2,899 New
FAM
512
Frontier Asset Management
Wyoming
$317K +$316K +2,869 New
AIP
513
Almanack Investment Partners
Pennsylvania
$315K – – –
EWA
514
EP Wealth Advisors
California
$308K -$409K -3,713 -49%
SCA
515
Snowden Capital Advisors
New York
$305K +$33.8K +307 +12%
CC
516
Chanos & Company
New York
$301K -$200K -1,810 -40%
BOSSRA
517
B.O.S.S. Retirement Advisors
Utah
$299K +$661 +6 +0.2%
TI
518
Tidal Investments
Wisconsin
$298K -$198K -1,800 -40%
LWM
519
Liberty Wealth Management
California
$291K +$291K +2,638 New
VCM
520
Vivaldi Capital Management
Illinois
$288K +$3.31K +30 +1%
CIAS
521
Capital Investment Advisory Services
North Carolina
$287K -$88.1K -799 -24%
AIM
522
Anchor Investment Management
South Carolina
$285K – – –
ST
523
Sabal Trust
Florida
$275K +$274K +2,486 New
SW
524
SteelPeak Wealth
California
$274K -$48.3K -438 -15%
MA
525
MJP Associates
Connecticut
$269K +$269K +2,437 New
19 20
21
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