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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
601
NWF Advisory Services
California
$243K -$533K -4,837 -69%
DWM
602
Diversify Wealth Management
Utah
$239K -$40.7K -369 -15%
DAS
603
Diversify Advisory Services
Utah
$239K +$239K +2,170 New
TSS
604
Two Sigma Securities
New York
$234K -$895K -8,124 -79%
SWP
605
Summit Wealth Partners
Florida
$233K – – –
DWM
606
Daner Wealth Management
Georgia
$231K – – –
WPC
607
Wedmont Private Capital
Pennsylvania
$230K – – –
AIA
608
Accelerate Investment Advisors
California
$230K -$62.6K -568 -21%
SWP
609
Significant Wealth Partners
Illinois
$228K +$1.43K +13 +0.6%
MWP
610
Madison Wealth Partners
Wisconsin
$225K +$225K +2,041 New
LFASL
611
Lugano Financial Advisors SA (LFA)
Switzerland
$221K -$53.1K -482 -19%
WMA
612
Wealth Management Associates
New Jersey
$221K – – –
GWMR
613
GC Wealth Management RIA
Massachusetts
$221K -$11.9K -108 -5%
SL
614
Salomon & Ludwin
Virginia
$220K +$772 +7 +0.4%
CCM
615
Crabel Capital Management
California
$220K +$220K +1,996 New
WIP
616
WealthCare Investment Partners
Rhode Island
$220K +$1.98K +18 +0.9%
LFA
617
Lauterbach Financial Advisors
Texas
$216K +$1.98K +18 +0.9%
DTC
618
Davidson Trust Company
Washington
$215K +$215K +1,950 New
BFS
619
BridgePort Financial Solutions
Iowa
$214K – – –
SA
620
Sovran Advisors
California
$213K +$213K +1,932 New
RMAM
621
Raab & Moskowitz Asset Management
New Jersey
$213K +$213K +1,929 New
NAM
622
NorthCrest Asset Manangement
Minnesota
$213K +$213K +1,931 New
BCM
623
Basso Capital Management
Connecticut
$210K +$209K +1,900 New
BPW
624
BlueDoor Private Wealth
Massachusetts
$208K – – –
MWM
625
Maridea Wealth Management
New York
$204K +$203K +1,845 New
23 24
25
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