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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
526
Intergy Private Wealth
Colorado
$441K +$57.9K +525 +15%
JSSH
527
J. Safra Sarasin Holding
$437K – – –
WWM
528
Western Wealth Management
Colorado
$437K -$85.8K -778 -16%
JWM
529
Jessup Wealth Management
Ohio
$433K -$68.6K -622 -14%
NC
530
North Capital
Utah
$430K – – –
NAS
531
NWF Advisory Services
California
$427K +$426K +3,868 New
PA
532
Pinnacle Associates
New York
$427K +$426K +3,866 New
DT
533
Diversified Trust
Tennessee
$426K -$4.08K -37 -1%
TCM
534
TT Capital Management
California
$415K +$3.42K +31 +0.8%
FIM
535
Freedom Investment Management
Connecticut
$407K +$26.9K +244 +7%
GM
536
GeoWealth Management
Illinois
$407K +$263K +2,383 +183%
CIG
537
Cairn Investment Group
Washington
$406K +$405K +3,675 New
BHPW
538
Beverly Hills Private Wealth
California
$405K -$368K -3,335 -48%
SWP
539
Sagespring Wealth Partners
Tennessee
$404K +$128K +1,164 +47%
IP
540
Investment Partners
Ohio
$400K – – –
TF
541
Tompkins Financial
New York
$400K +$400K +3,626 New
LC
542
LTG Capital
Massachusetts
$400K +$39.9K +362 +11%
WANY
543
Wealthspire Advisors (New York)
New York
$399K -$112K -1,015 -22%
SPWM
544
Spartan Planning & Wealth Management
North Carolina
$395K -$418K -3,794 -51%
SPW
545
Surience Private Wealth
Washington
$388K -$3.73M -33,808 -91%
ATC
546
Argent Trust Co
Tennessee
$382K – – –
SLG
547
Stanley-Laman Group
Pennsylvania
$374K -$7.61K -69 -2%
PA
548
Probity Advisors
Texas
$373K – – –
PWS
549
Physician Wealth Solutions
Nevada
$373K -$41.3K -375 -10%
FAG
550
Fortitude Advisory Group
Washington
$372K -$146K -1,324 -28%
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