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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
526
Acute Investment Advisory
Arizona
$325K -$12.1M -109,638 -97%
GAM
527
Gotham Asset Management
New York
$321K +$321K +2,908 New
SW
528
SteelPeak Wealth
California
$320K -$64.2K -582 -17%
SPWM
529
Schrum Private Wealth Management
Florida
$310K +$28K +254 +10%
CIAS
530
Capital Investment Advisory Services
North Carolina
$309K – – –
S
531
SignatureFD
Georgia
$309K +$14.7K +133 +5%
AI
532
Accredited Investors
Minnesota
$307K -$122K -1,109 -29%
COCM
533
Charter Oak Capital Management
New Hampshire
$306K +$882 +8 +0.3%
PWMG
534
Pinnacle Wealth Management Group
Michigan
$296K – – –
BFA
535
Benedict Financial Advisors
Georgia
$295K +$54.6K +495 +23%
PI
536
PFG Investments
New York
$295K -$9.7K -88 -3%
CWA
537
Consilium Wealth Advisory
Texas
$291K +$45.1K +409 +18%
FWM
538
Fonville Wealth Management
Virginia
$287K +$21.1K +191 +8%
MC
539
Moors & Cabot
Massachusetts
$286K +$36.7K +333 +15%
CAM
540
Clark Asset Management
New Hampshire
$281K -$460K -4,167 -62%
QCM
541
Quantinno Capital Management
New York
$276K – – –
SLG
542
Stanley-Laman Group
Pennsylvania
$276K +$276K +2,501 New
FLA
543
Financial Life Advisors
Texas
$275K +$7.5K +68 +3%
VWWMG
544
Vermillion & White Wealth Management Group
Pennsylvania
$271K – – –
IWM
545
IHT Wealth Management
Illinois
$269K -$113K -1,028 -30%
TC
546
TAP Consulting
Missouri
$269K -$2.35M -21,296 -90%
HFS
547
Howard Financial Services
Texas
$267K -$190K -1,723 -42%
AIP
548
Almanack Investment Partners
Pennsylvania
$264K -$34.4K -312 -12%
BFO
549
Boston Family Office
Massachusetts
$257K +$257K +2,328 New
PFG
550
Pacific Financial Group
Washington
$257K -$32.9K -298 -11%
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22
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