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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
501
Joel Isaacson & Co
New York
$451K – – –
RBC
502
Romano Brothers & Co
Illinois
$451K – – –
IPW
503
Intergy Private Wealth
Colorado
$446K +$5.29K +48 +1%
AIA
504
Acute Investment Advisory
Arizona
$443K -$88.6K -803 -17%
WWM
505
Western Wealth Management
Colorado
$442K +$5.51K +50 +1%
JWM
506
Jessup Wealth Management
Ohio
$439K +$5.74K +52 +1%
JSSH
507
J. Safra Sarasin Holding
$437K – – –
NC
508
North Capital
Utah
$430K +$110 +1 +0%
AWM
509
Apollon Wealth Management
South Carolina
$428K -$106K -961 -20%
BB
510
Berkshire Bank
Massachusetts
$428K -$1.63M -14,807 -79%
RFN
511
RDA Financial Network
Iowa
$417K -$118K -1,070 -22%
CG
512
Caprock Group
Idaho
$415K +$414K +3,757 New
MWS
513
MFA Wealth Services
California
$415K -$53K -481 -11%
MAM
514
Madison Asset Management
Wisconsin
$414K -$267K -2,422 -39%
AWA
515
A4 Wealth Advisors
North Carolina
$414K +$413K +3,744 New
PCS
516
Private Client Services
Kentucky
$411K -$790K -7,164 -66%
BPC
517
Bearing Point Capital
Minnesota
$409K -$60.1K -545 -13%
DWM
518
Drive Wealth Management
Utah
$408K -$7.55M -68,499 -95%
CIG
519
Cairn Investment Group
Washington
$401K -$5.51K -50 -1%
IP
520
Investment Partners
Ohio
$401K – – –
TF
521
Tompkins Financial
New York
$401K – – –
HIM
522
Hanlon Investment Management
New Jersey
$400K +$68.8K +624 +21%
LC
523
LTG Capital
Massachusetts
$400K – – –
GM
524
GeoWealth Management
Illinois
$382K -$24.9K -226 -6%
SC
525
Summa Corp
Texas
$381K -$49.9K -452 -12%
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