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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
726
FullCircle Wealth
Texas
– -$4.12M -37,325 Closed
NYLIM
727
New York Life Investment Management
New York
– -$4.07M -36,842 Closed
ARC
728
Advisor Resource Council
Texas
– -$3.17M -28,702 Closed
FCA
729
FLC Capital Advisors
California
– -$2.46M -22,254 Closed
SL
730
SWMG LLC
Texas
– -$2.03M -18,398 Closed
4WM
731
49 Wealth Management
Texas
– -$1.31M -11,850 Closed
FLPIM
732
F.L. Putnam Investment Management
Massachusetts
– -$1.22M -11,056 Closed
EF
733
Empirical Finance
Pennsylvania
– -$1.16M -10,465 Closed
FCBT
734
First Citizens Bank & Trust
North Carolina
– -$1.15M -10,368 Closed
GT
735
Greenleaf Trust
Michigan
– -$1.05M -9,471 Closed
AP
736
Atwood & Palmer
Missouri
– -$919K -8,316 Closed
FAM
737
Forte Asset Management
New York
– -$746K -6,750 Closed
MWM
738
Maripau Wealth Management
Indiana
– -$597K -5,402 Closed
EWM
739
Empirical Wealth Management
Washington
– -$532K -4,818 Closed
BAM
740
Belpointe Asset Management
Nevada
– -$520K -4,712 Closed
AC
741
Avory & Company
Florida
– -$458K -4,142 Closed
WIM
742
Wittenberg Investment Management
Massachusetts
– -$420K -3,800 Closed
CWA
743
Centennial Wealth Advisory
Michigan
– -$402K -3,642 Closed
EMAM
744
Encompass More Asset Management
California
– -$400K -3,620 Closed
CCC
745
Compass Capital Corp
Massachusetts
– -$380K -3,443 Closed
DAS
746
Diversify Advisory Services
Utah
– -$378K -3,419 Closed
QFA
747
Quattro Financial Advisors
Texas
– -$354K -3,200 Closed
GAA
748
Global Assets Advisory
Florida
– -$321K -2,910 Closed
PA
749
PFG Advisors
Arizona
– -$317K -2,867 Closed
HKIMG
750
Hutchens & Kramer Investment Management Group
Indiana
– -$308K -2,787 Closed
28 29
30
31 32