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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
576
Quantinno Capital Management
New York
$254K +$52.8K +479 +26%
JSAM
577
J. Safra Asset Management
New York
$254K +$21.9K +199 +9%
PS
578
Planned Solutions
California
$252K +$251K +2,280 New
COCM
579
Charter Oak Capital Management
New Hampshire
$249K -$1.1K -10 -0.4%
SWP
580
Summit Wealth Partners
Florida
$248K – – –
SW
581
StrongBox Wealth
Missouri
$248K +$3.09K +28 +1%
BFS
582
BridgePort Financial Solutions
Iowa
$247K +$47K +426 +23%
APW
583
Aventura Private Wealth
Florida
$245K -$71.7K -650 -23%
MWM
584
Mission Wealth Management
California
$242K – – –
MCC
585
Money Concepts Capital
Florida
$237K +$237K +2,145 New
ICMM
586
Integrated Capital Management (Michigan)
Michigan
$236K +$221 +2 +0.1%
AIP
587
Almanack Investment Partners
Pennsylvania
$236K – – –
SFGP
588
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$236K +$235K +2,134 New
PRS
589
Pinkerton Retirement Specialists
Idaho
$232K -$22.5K -204 -9%
DWM
590
Daner Wealth Management
Georgia
$232K – – –
WPC
591
Wedmont Private Capital
Pennsylvania
$230K – – –
GSEP
592
Golden State Equity Partners
California
$229K – – –
SAI
593
Savvy Advisors Inc
New York
$227K -$882 -8 -0.4%
GWMR
594
GC Wealth Management RIA
Massachusetts
$227K +$2.65K +24 +1%
TWM
595
Trueblood Wealth Management
Ohio
$224K +$15.6K +141 +7%
WMA
596
Wealth Management Associates
New Jersey
$221K – – –
WIP
597
WealthCare Investment Partners
Rhode Island
$213K +$2.21K +20 +1%
SMC
598
Smith, Moore & Co
Missouri
$212K +$221 +2 +0.1%
LFA
599
Lauterbach Financial Advisors
Texas
$211K +$2.21K +20 +1%
DWP
600
Daymark Wealth Partners
Ohio
$210K – – –
22 23
24
25 26