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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
201
Avidian Wealth Enterprises
Texas
$476K +$158K +1,433 +50%
F
202
Filament
Washington
$475K +$475K +4,304 New
FPS
203
Fieldpoint Private Securities
Connecticut
$463K -$16.6K -150 -3%
WCM
204
Wealthcare Capital Management
Virginia
$458K – – –
SWM
205
Stockman Wealth Management
Montana
$442K -$110K -1,000 -20%
IA
206
IFP Advisors
Florida
$438K -$1.54M -13,935 -78%
RJT
207
Raymond James Trust
Florida
$433K -$115K -1,044 -21%
PA
208
Probity Advisors
Texas
$427K -$21.1K -191 -5%
9WM
209
9258 Wealth Management
Ohio
$424K -$27.1K -245 -6%
DCM
210
Dimension Capital Management
Florida
$407K +$409K +3,700 New
VDI
211
Vaughan David Investments
Illinois
$404K +$403K +3,650 New
S
212
SignatureFD
Georgia
$398K -$98.5K -892 -20%
CCG
213
Ceeto Capital Group
Florida
$387K – – –
SLG
214
Stanley-Laman Group
Pennsylvania
$376K +$50.7K +459 +16%
SPC
215
Sigma Planning Corp
Michigan
$375K -$865K -7,831 -70%
CTA
216
Chesley Taft & Associates
Illinois
$370K +$66.3K +600 +22%
SKK
217
Shepherd Kaplan Krochuk
Massachusetts
$362K -$157K -1,420 -30%
JIP
218
Jaffetilchin Investment Partners
Florida
$361K +$361K +3,268 New
AAMA
219
Advanced Asset Management Advisors
Ohio
$360K +$359K +3,254 New
FMP
220
Financial Management Professionals
Texas
$356K – – –
WP
221
WealthSource Partners
California
$350K +$74.4K +674 +27%
CAG
222
Crestwood Advisors Group
Massachusetts
$348K +$347K +3,145 New
HF
223
HRT Financial
New York
$348K +$349K +3,156 New
BFG
224
Beacon Financial Group
Texas
$338K -$432K -3,913 -55%
AA
225
Ancora Advisors
Ohio
$332K – – –
7 8
9
10 11