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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
576
Stillwater Private Wealth
Pennsylvania
$325K +$325K +2,950 New
JEST
577
JTC Employer Solutions Trustee
Jersey
$318K – – –
AA
578
Alesco Advisors
New York
$317K -$146K -1,320 -31%
CIG
579
Cairn Investment Group
Washington
$317K -$11K -100 -3%
FA
580
Fiduciary Alliance
South Carolina
$312K -$3.29M -29,830 -91%
CF
581
Clarity Financial
Texas
$310K -$9.7K -88 -3%
VI
582
Vestcor Inc
New Brunswick, Canada
$310K +$9.37K +85 +3%
PFG
583
Prosperity Financial Group
California
$308K +$308K +2,791 New
BOSSRA
584
B.O.S.S. Retirement Advisors
Utah
$306K +$306K +2,774 New
TLFA
585
True Link Financial Advisors
California
$305K -$41.9M -379,802 -99%
GS
586
GTS Securities
Florida
$301K -$4.02M -36,503 -93%
BRPW
587
Ballast Rock Private Wealth
South Carolina
$298K – – –
RFP
588
Root Financial Partners
California
$295K -$32.6K -296 -10%
AIA
589
Accelerate Investment Advisors
California
$293K +$292K +2,650 New
CIAS
590
Capital Investment Advisory Services
North Carolina
$291K +$23.4K +212 +9%
PIMG
591
Patriot Investment Management Group
Tennessee
$291K -$32.9K -298 -10%
AIP
592
Almanack Investment Partners
Pennsylvania
$291K – – –
CAM
593
Clark Asset Management
New Hampshire
$290K +$4.85K +44 +2%
PCS
594
Private Client Services
Kentucky
$290K -$39.1K -355 -12%
CCWM
595
Cassaday & Co Wealth Management
Virginia
$289K +$110 +1 +0%
VA
596
Valmark Advisers
Ohio
$289K +$288K +2,615 New
EM
597
Excalibur Management
Massachusetts
$286K +$47.6K +432 +20%
TWM
598
Trueblood Wealth Management
Ohio
$282K +$41.9K +380 +17%
AIFAIM
599
American Institute for Advanced Investment Management
Arizona
$281K +$25.4K +230 +10%
DWM
600
Diversify Wealth Management
Utah
$280K +$280K +2,539 New
22 23
24
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