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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
LHWM
226
Lake Hills Wealth Management
Texas
$8.84M +$8.83M +108,856 New
BWM
227
Biltmore Wealth Management
Arizona
$8.83M +$246K +3,034 +3%
ISWM
228
Independent Solutions Wealth Management
New York
$8.8M -$165K -2,032 -2%
OAM
229
Oppenheimer Asset Management
New York
$8.76M +$759K +9,360 +9%
CFB
230
Cullen/Frost Bankers
Texas
$8.7M -$264K -3,255 -3%
GAM
231
Gemmer Asset Management
California
$8.66M +$5.96M +73,433 +220%
DIP
232
DT Investment Partners
Pennsylvania
$8.58M +$190K +2,344 +2%
EFM
233
Eley Financial Management
Vermont
$8.53M +$8.53M +105,147 New
MA
234
Mutual Advisors
Nebraska
$8.48M -$3.55M -43,697 -29%
APWM
235
Atlas Private Wealth Management
New York
$8.39M +$2.55M +31,435 +44%
FPAS
236
Focus Partners Advisor Solutions
Missouri
$8.38M +$127K +1,568 +2%
TSS
237
Two Sigma Securities
New York
$8.37M +$6.63M +81,718 +382%
AIG
238
American International Group
New York
$8.3M – – –
PWMG
239
Pinnacle Wealth Management Group
Michigan
$8.23M +$60.7K +748 +0.7%
MWM
240
MTC Wealth Management
Florida
$8.21M -$275K -3,384 -3%
TA
241
Tectonic Advisors
Texas
$8.09M +$254K +3,129 +3%
BPA
242
Beacon Pointe Advisors
California
$8.09M -$4.95M -61,049 -38%
PCM
243
Presidio Capital Management
California
$8.02M +$8.02M +98,830 New
JE
244
JMAC Enterprises
Pennsylvania
$8.02M -$314K -3,871 -4%
RCM
245
Rain Capital Management
Oregon
$8M +$2.01M +24,770 +34%
KPWS
246
Kestra Private Wealth Services
Texas
$7.91M +$2.39M +29,492 +43%
LIM
247
Leavell Investment Management
Alabama
$7.89M -$1.72M -21,248 -18%
MW
248
Marks Wealth
Maryland
$7.89M -$24.9M -307,100 -76%
VHAM
249
Van Hulzen Asset Management
California
$7.87M +$6.47M +79,702 +463%
CPO
250
Cerity Partners OCIO
New York
$7.76M +$2.78M +34,221 +56%
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