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iShares 0-1 Year Treasury Bond ETF
SHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
201
Capital Advisors Ltd
Ohio
$4.64M -$378K -3,433 -8%
SMFG
202
Sumitomo Mitsui Financial Group
Japan
$4.56M +$2.78M +25,177 +155%
MIA
203
MMBG Investment Advisors
Florida
$4.5M -$965K -8,750 -18%
FCA
204
FLC Capital Advisors
California
$4.44M -$1.46M -13,204 -25%
AWM
205
Alterna Wealth Management
Texas
$4.41M +$1.25M +11,300 +39%
SFP
206
Shepherd Financial Partners
Massachusetts
$4.33M -$996K -9,033 -19%
HBT
207
Heartland Bank & Trust
Illinois
$4.29M +$4.01M +36,408 +1,453%
GM
208
GeoWealth Management
Illinois
$4.25M -$1.29M -11,718 -23%
LHWM
209
Lake Hills Wealth Management
Texas
$4.22M +$2.12M +19,211 +100%
FHA
210
First Horizon Advisors
Tennessee
$4.21M +$283K +2,566 +7%
SWM
211
Spire Wealth Management
Virginia
$4.07M -$53.5M -484,949 -93%
LWM
212
Laidlaw Wealth Management
New York
$4.06M -$1.03M -9,329 -20%
PAS
213
Park Avenue Securities
New York
$4.04M -$134K -1,218 -3%
IFWM
214
Institute for Wealth Management
Colorado
$3.97M +$291K +2,636 +8%
1IA
215
1834 Investment Advisors
Wisconsin
$3.93M -$2.07M -18,744 -34%
SC
216
Sierra Capital
Florida
$3.88M -$4.91M -44,580 -56%
PAG
217
Private Advisor Group
New Jersey
$3.82M -$983K -8,919 -20%
BRWA
218
B. Riley Wealth Advisors
Florida
$3.74M -$470K -4,266 -11%
MOS
219
MGO One Seven
Ohio
$3.66M -$85.9K -779 -2%
GVAG
220
Great Valley Advisor Group
Delaware
$3.6M +$506K +4,591 +16%
IIM
221
Ironwood Investment Management
Massachusetts
$3.59M +$278K +2,521 +8%
NCM
222
New Capital Management
Texas
$3.59M -$7.68M -69,702 -68%
AWM
223
Axxcess Wealth Management
California
$3.55M +$1.06M +9,615 +42%
FAM
224
Frontier Asset Management
Wyoming
$3.48M +$1.87M +16,982 +117%
ARC
225
Advisor Resource Council
Texas
$3.46M +$3.46M +31,410 New
7 8
9
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