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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
GB
526
Goepper Burkhardt
South Carolina
$412K +$411K +3,732 New
TPBG
527
Turning Point Benefit Group
Maryland
$404K -$29.8K -270 -7%
LIA
528
LifePlan Investment Advisors
North Carolina
$403K -$30K -272 -7%
IP
529
Investment Partners
Ohio
$400K – – –
TF
530
Tompkins Financial
New York
$400K – – –
LC
531
LTG Capital
Massachusetts
$399K – – –
IWB
532
Innovative Wealth Building
Maryland
$399K +$154K +1,399 +63%
CWA
533
Crusonia Wealth Advisors
Colorado
$396K -$426K -3,865 -52%
BFW
534
Brady Family Wealth
Missouri
$395K +$394K +3,577 New
FAG
535
Fortitude Advisory Group
Washington
$391K -$5.84K -53 -1%
CA
536
Crane Advisory
California
$390K +$154K +1,395 +65%
LIP
537
Lynch Investment Planning
Pennsylvania
$389K – – –
AWM
538
Aprio Wealth Management
Georgia
$388K +$15.5K +141 +4%
HOWA
539
Heritage Oak Wealth Advisors
Florida
$383K -$3.86K -35 -1%
RWP
540
Revolve Wealth Partners
New Jersey
$380K +$379K +3,440 New
QCM
541
Quantinno Capital Management
New York
$379K -$101K -918 -21%
IWP
542
Innova Wealth Partners
Pennsylvania
$371K -$22.2K -201 -6%
SPWM
543
Schrum Private Wealth Management
Florida
$370K -$506K -4,590 -58%
AIP
544
Almanack Investment Partners
Pennsylvania
$368K +$77.2K +700 +27%
AC
545
Apella Capital
Connecticut
$366K -$63.7K -578 -15%
DWM
546
Dopkins Wealth Management
New York
$360K – – –
SIC
547
Salem Investment Counselors
North Carolina
$359K – – –
RBC
548
Romano Brothers & Co
Illinois
$355K – – –
SFP
549
Strategic Financial Partners
Oregon
$352K +$1.65K +15 +0.5%
TIM
550
Tortoise Investment Management
New York
$350K -$76.1K -690 -18%
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