We are live on ! Find out more
SHV icon

iShares 0-1 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
626
GC Wealth Management RIA
Massachusetts
$233K +$6.95K +63 +3%
SWP
627
Summit Wealth Partners
Florida
$233K -$11.9K -108 -5%
DWM
628
Daner Wealth Management
Georgia
$231K – – –
WPC
629
Wedmont Private Capital
Pennsylvania
$230K – – –
Koshinski Asset Management
630
Koshinski Asset Management
Illinois
$230K -$3.2K -29 -1%
LWANC
631
Laurel Wealth Advisors (North Carolina)
North Carolina
$229K +$143K +1,300 +168%
SWP
632
Significant Wealth Partners
Illinois
$227K +$226K +2,052 New
SAM
633
Synergy Asset Management
Washington
$224K +$224K +2,029 New
WMA
634
Wealth Management Associates
New Jersey
$221K – – –
SL
635
Salomon & Ludwin
Virginia
$220K +$221 +2 +0.1%
WIP
636
WealthCare Investment Partners
Rhode Island
$218K +$1.21K +11 +0.6%
SOWAS
637
Silver Oak Wealth Advisors Services
California
$216K +$216K +1,960 New
IPWA
638
International Private Wealth Advisors
California
$215K +$215K +1,946 New
LFA
639
Lauterbach Financial Advisors
Texas
$215K +$1.21K +11 +0.6%
COCM
640
Charter Oak Capital Management
New Hampshire
$214K -$34.5K -313 -14%
BFS
641
BridgePort Financial Solutions
Iowa
$214K -$31.9K -289 -13%
IAS
642
Integrity Advisory Solutions
Texas
$210K +$210K +1,905 New
BPW
643
BlueDoor Private Wealth
Massachusetts
$208K – – –
MWM
644
Maripau Wealth Management
Indiana
$207K +$207K +1,879 New
RGF
645
Retirement Guys Formula
Ohio
$206K +$205K +1,863 New
WCFA
646
Walkner Condon Financial Advisors
Wisconsin
$206K +$205K +1,863 New
FFS
647
Founders Financial Securities
Maryland
$204K -$63.4K -575 -24%
SSWM
648
Smith Salley Wealth Management
North Carolina
$203K – – –
SPA
649
Sound Portfolio Advisors
Connecticut
$201K – – –
SW
650
StrongBox Wealth
Missouri
$201K +$201K +1,820 New