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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
526
Mizuho Securities
Japan
$2K -$110 -1 -6%
CSWG
527
Cardinal Strategic Wealth Guidance
Kentucky
$2K +$1.65K +15 New
AW
528
ACG Wealth
Georgia
$2K +$1.87K +17 New
TFA
529
Transamerica Financial Advisors
Florida
$1K +$110 +1 New
3AM
530
3EDGE Asset Management
Florida
– -$65.1M -590,392 Closed
RWP
531
Reliant Wealth Planning
Kentucky
– -$17.6M -159,554 Closed
TC
532
TownSquare Capital
Utah
– -$10.9M -98,949 Closed
5L
533
55I LLC
Massachusetts
– -$5.07M -45,949 Closed
WAAG
534
Wealth Alliance Advisory Group
Kansas
– -$3.16M -28,653 Closed
HC
535
Hamilton Capital
Ohio
– -$2.62M -23,791 Closed
CW
536
CreativeOne Wealth
Kansas
– -$2.16M -19,627 Closed
FTA
537
Financial & Tax Architects
Missouri
– -$1.74M -15,795 Closed
OCM
538
Orser Capital Management
Texas
– -$1.7M -15,450 Closed
MSWMA
539
Market Street Wealth Management Advisors
Indiana
– -$1.7M -15,420 Closed
PA
540
Pinnacle Associates
New York
– -$1.44M -13,043 Closed
PWMAG
541
Pinnacle Wealth Management Advisory Group
New Jersey
– -$1.34M -12,153 Closed
AWM
542
Accurate Wealth Management
Florida
– -$1.06M -9,592 Closed
BZWA
543
Blue Zone Wealth Advisors
California
– -$1.01M -9,155 Closed
EWMCB
544
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$874K -7,929 Closed
NL
545
NVWM LLC
Pennsylvania
– -$846K -7,673 Closed
EVM
546
Eaton Vance Management
Massachusetts
– -$755K -6,847 Closed
ES
547
Eagle Strategies
New York
– -$737K -6,687 Closed
AT
548
American Trust
Kentucky
– -$729K -6,612 Closed
MWM
549
Mattern Wealth Management
Kansas
– -$634K -5,750 Closed
SAS
550
SMI Advisory Services
Indiana
– -$583K -5,290 Closed
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