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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
526
Physician Wealth Solutions
Nevada
$356K -$48.3K -438 -12%
FH
527
FWG Holdings
Florida
$344K -$137K -1,238 -28%
LS
528
Leelyn Smith
Illinois
$344K +$33.3K +302 +11%
SI
529
Stephens Inc
Arkansas
$343K +$7.17K +65 +2%
BPA
530
Beacon Pointe Advisors
California
$342K +$127K +1,152 +59%
KP
531
Keel Point
Alabama
$341K – – –
SB
532
Strategic Blueprint
Georgia
$339K +$13.2K +120 +4%
ACA
533
Aptus Capital Advisors
Alabama
$336K +$335K +3,039 New
CIAS
534
Capital Investment Advisory Services
North Carolina
$310K -$22.1K -200 -7%
COCM
535
Charter Oak Capital Management
New Hampshire
$305K -$98K -888 -24%
PI
536
PFG Investments
New York
$305K +$304K +2,759 New
AWE
537
Avidian Wealth Enterprises
Texas
$300K -$27.5K -249 -8%
AIP
538
Almanack Investment Partners
Pennsylvania
$298K – – –
PWMG
539
Pinnacle Wealth Management Group
Michigan
$296K +$296K +2,680 New
S
540
SignatureFD
Georgia
$294K -$78.6K -712 -21%
PFG
541
Pacific Financial Group
Washington
$290K -$489K -4,434 -63%
PA
542
PFG Advisors
Arizona
$286K -$64.3K -583 -18%
IPW
543
Intergy Private Wealth
Colorado
$284K – – –
WIC
544
Woodmont Investment Counsel
Tennessee
$282K -$23.2K -210 -8%
SPWM
545
Schrum Private Wealth Management
Florida
$282K -$5.96K -54 -2%
QCM
546
Quantinno Capital Management
New York
$277K – – –
EWA
547
EP Wealth Advisors
California
$274K -$127K -1,152 -32%
BFG
548
Beacon Financial Group
Texas
$273K -$48K -435 -15%
PWM
549
PBMares Wealth Management
Virginia
$271K -$22.3K -202 -8%
VWWMG
550
Vermillion & White Wealth Management Group
Pennsylvania
$271K – – –
20 21
22
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