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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
176
Legacy Financial Advisors
Kentucky
$150K +$150K +1,360 New
RFC
177
Regions Financial Corp
Alabama
$135K +$55.2K +500 +69%
RCG
178
Ruggie Capital Group
Florida
$135K +$135K +1,221 New
FCMT
179
Founders Capital Management (Texas)
Texas
$118K – – –
SF
180
Synovus Financial
Georgia
$110K – – –
PCG
181
Private Capital Group
Connecticut
$110K +$66.4K +602 +152%
SAM
182
Shamrock Asset Management
Texas
$100K – – –
MFW
183
Mosaic Family Wealth
Missouri
$96K – – –
MIFH
184
Migdal Insurance & Financial Holdings
Israel
$88K – – –
LFASL
185
Lugano Financial Advisors SA (LFA)
Switzerland
$81K – – –
AIA
186
Arcadia Investment Advisors
Idaho
$79.3K – – –
FPS
187
Fieldpoint Private Securities
Connecticut
$77K +$77.3K +700 New
PA
188
Parallel Advisors
California
$74K +$55.4K +502 +292%
MAM
189
Meeder Asset Management
Ohio
$72K -$62.9K -570 -47%
WT
190
Whittier Trust
California
$72K – – –
GWM
191
Geneos Wealth Management
Colorado
$67K +$67.3K +610 New
EK
192
Evensky & Katz
Florida
$60K +$37.4K +339 +165%
NSIM
193
North Star Investment Management
Illinois
$55K – – –
LFG
194
LifePlan Financial Group
Ohio
$53K +$6.84K +62 +15%
SIA
195
SeaBridge Investment Advisors
New Jersey
$45K – – –
SQA
196
Simon Quick Advisors
New Jersey
$40K +$6.4K +58 +19%
RWM
197
Raffa Wealth Management
District of Columbia
$33.1K – – –
AWM
198
Avior Wealth Management
Nebraska
$32K +$110 +1 +0.3%
DWA
199
Divergent Wealth Advisors
Utah
$30K -$1.1K -10 -4%
1IA
200
1834 Investment Advisors
Wisconsin
$27K – – –
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