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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPBG
526
Turning Point Benefit Group
Maryland
$432K +$177K +1,607 +69%
BIG
527
Brooklyn Investment Group
New York
$432K -$159K -1,445 -27%
FGA
528
Fortis Group Advisors
New Jersey
$431K -$478K -4,335 -53%
TBC
529
Ted Buchan & Co
California
$431K +$110 +1 +0%
AC
530
Apella Capital
Connecticut
$430K -$269K -2,441 -39%
NC
531
North Capital
Utah
$430K – – –
AWM
532
Apollon Wealth Management
South Carolina
$428K – – –
BPC
533
Bearing Point Capital
Minnesota
$428K -$29.8K -270 -7%
TIM
534
Tortoise Investment Management
New York
$426K -$221 -2 -0.1%
FPW
535
Flagship Private Wealth
Massachusetts
$424K -$139K -1,264 -25%
EWA
536
EP Wealth Advisors
California
$423K -$496K -4,498 -54%
NL
537
NWAM LLC
Washington
$414K +$116K +1,051 +39%
FA
538
Fiducient Advisors
Illinois
$413K +$413K +3,743 New
WAP
539
Wealthcare Advisory Partners
Pennsylvania
$401K -$40.6K -368 -9%
IP
540
Investment Partners
Ohio
$400K – – –
TF
541
Tompkins Financial
New York
$400K – – –
LC
542
LTG Capital
Massachusetts
$400K – – –
FAG
543
Fortitude Advisory Group
Washington
$397K +$24.9K +226 +7%
IWP
544
Innova Wealth Partners
Pennsylvania
$393K -$210K -1,905 -35%
LIP
545
Lynch Investment Planning
Pennsylvania
$389K -$18K -163 -4%
HOWA
546
Heritage Oak Wealth Advisors
Florida
$387K -$61.3K -556 -14%
ATC
547
Argent Trust Co
Tennessee
$382K – – –
1IA
548
1834 Investment Advisors
Wisconsin
$378K – – –
PAS
549
Parsonex Advisory Services
Colorado
$377K +$377K +3,416 New
VHAM
550
Van Hulzen Asset Management
California
$375K +$19.8K +180 +6%
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