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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
601
Mission Wealth Management
California
$242K -$201K -1,819 -45%
AIFAIM
602
American Institute for Advanced Investment Management
Arizona
$240K – – –
ICMM
603
Integrated Capital Management (Michigan)
Michigan
$236K +$1.1K +10 +0.5%
AIP
604
Almanack Investment Partners
Pennsylvania
$236K -$23.5K -213 -9%
JSAM
605
J. Safra Asset Management
New York
$232K – – –
DWM
606
Daner Wealth Management
Georgia
$231K +$232K +2,100 New
WPC
607
Wedmont Private Capital
Pennsylvania
$230K – – –
GSEP
608
Golden State Equity Partners
California
$228K -$334K -3,026 -59%
SAI
609
Savvy Advisors Inc
New York
$228K +$228K +2,065 New
GWMR
610
GC Wealth Management RIA
Massachusetts
$224K +$22.4K +203 +11%
FGWP
611
Founders Grove Wealth Partners
Virginia
$222K +$222K +2,012 New
ACS
612
Archford Capital Strategies
Illinois
$221K -$384K -3,479 -63%
WBC
613
West Branch Capital
Massachusetts
$221K +$2.31K +21 +1%
TWM
614
TCFG Wealth Management
California
$221K -$77.2K -700 -26%
WMA
615
Wealth Management Associates
New Jersey
$221K – – –
B
616
Barings
North Carolina
$217K -$33M -299,645 -99%
BI
617
Beckerman Institutional
New Jersey
$217K -$14.4K -131 -6%
SMC
618
Smith, Moore & Co
Missouri
$212K +$110 +1 +0.1%
TA
619
TruWealth Advisors
Louisiana
$211K -$422K -3,827 -67%
WIP
620
WealthCare Investment Partners
Rhode Island
$211K +$1.43K +13 +0.7%
LA
621
Latitude Advisors
Florida
$210K +$5.84K +53 +3%
DWP
622
Daymark Wealth Partners
Ohio
$210K – – –
LFA
623
Lauterbach Financial Advisors
Texas
$208K +$2.1K +19 +1%
TWM
624
Trueblood Wealth Management
Ohio
$208K +$208K +1,882 New
PCFFS
625
Pacific Center for Financial Services
California
$207K +$141K +1,280 +215%
23 24
25
26 27