We are live on ! Find out more
SHV icon

iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
701
Simplicity Wealth
New Jersey
– -$800K -7,240 Closed
IWP
702
Innova Wealth Partners
Pennsylvania
– -$786K -7,116 Closed
ACP
703
Aveo Capital Partners
Colorado
– -$686K -6,209 Closed
ATI
704
ARK & TLK Investments
Oklahoma
– -$665K -6,021 Closed
CAM
705
Cresset Asset Management
Illinois
– -$615K -5,561 Closed
MWM
706
Maripau Wealth Management
Indiana
– -$549K -4,965 Closed
KDA
707
Kraft Davis & Associates
Missouri
– -$531K -4,804 Closed
CWM
708
Cherrydale Wealth Management
New Jersey
– -$529K -4,788 Closed
ML
709
McAdam LLC
Pennsylvania
– -$465K -4,208 Closed
GC
710
Grimes & Company
Massachusetts
– -$454K -4,111 Closed
BJL
711
Brighton Jones LLC
Washington
– -$414K -3,747 Closed
CFG
712
Cooper Financial Group
California
– -$352K -3,186 Closed
VC
713
Vicus Capital
Pennsylvania
– -$342K -3,091 Closed
TF
714
Trek Financial
Arizona
– -$339K -3,067 Closed
TWM
715
TSA Wealth Management
Texas
– -$336K -3,041 Closed
AIA
716
Acute Investment Advisory
Arizona
– -$325K -2,940 Closed
SW
717
SteelPeak Wealth
California
– -$320K -2,899 Closed
PWMG
718
Pinnacle Wealth Management Group
Michigan
– -$296K -2,680 Closed
HFS
719
Howard Financial Services
Texas
– -$267K -2,420 Closed
MCM
720
Mattern Capital Management
Colorado
– -$247K -2,231 Closed
AC
721
Apella Capital
Connecticut
– -$240K -2,178 Closed
WA
722
Win Advisors
Florida
– -$238K -2,154 Closed
VCM
723
Vivaldi Capital Management
Illinois
– -$232K -2,102 Closed
FWI
724
Facet Wealth Inc
Maryland
– -$222K -2,009 Closed
CAG
725
Crestwood Advisors Group
Massachusetts
– -$221K -1,997 Closed
26 27 28
29
30