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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
301
EverSource Wealth Advisors
Alabama
$5.71M +$5.67M +69,543 New
RFS
302
Retirement Financial Solutions
Tennessee
$5.64M -$482K -5,908 -8%
FAIM
303
Financial Advocates Investment Management
Washington
$5.63M -$665K -8,156 -11%
NAM
304
NTV Asset Management
West Virginia
$5.6M -$47.4K -581 -0.8%
ICG
305
InterOcean Capital Group
Tennessee
$5.6M +$4.95M +60,736 +820%
CI
306
CPR Investments
Michigan
$5.6M +$640K +7,851 +13%
PA
307
Parallel Advisors
California
$5.46M -$220K -2,696 -4%
NFG
308
Nations Financial Group
Iowa
$5.43M +$624K +7,651 +13%
ACM
309
AUA Capital Management
Pennsylvania
$5.36M – – –
PCM
310
Pointe Capital Management
Michigan
$5.36M -$400K -4,911 -7%
BWM
311
Birchcreek Wealth Management
Ohio
$5.28M +$4.79M +58,758 +1,065%
CFG
312
Carr Financial Group
Massachusetts
$5.21M +$5.17M +63,433 New
EP
313
Essential Planning
New Hampshire
$5.2M -$893K -10,955 -14%
KLC
314
Knowledge Leaders Capital
Colorado
$5.18M -$1.56M -19,096 -23%
PFS
315
Prospera Financial Services
Texas
$5.18M -$6.3M -77,344 -55%
IA
316
IFP Advisors
Florida
$5.17M -$11.9M -146,248 -70%
WANY
317
Wealthspire Advisors (New York)
New York
$5.08M -$515K -6,318 -9%
PIMG
318
Patriot Investment Management Group
Tennessee
$5.01M +$286K +3,504 +6%
AWM
319
Alterna Wealth Management
Texas
$4.99M -$414K -5,082 -8%
BFO
320
Biltmore Family Office
North Carolina
$4.97M -$2.14M -26,305 -30%
RWB
321
RMR Wealth Builders
New Jersey
$4.96M -$1.3M -15,892 -21%
MA
322
MBA Advisors
Pennsylvania
$4.92M -$223K -2,735 -4%
PEA
323
Park Edge Advisors
Ohio
$4.9M +$1.99M +24,388 +69%
KP
324
Keel Point
Alabama
$4.89M +$2.18M +26,689 +81%
COCM
325
Charter Oak Capital Management
New Hampshire
$4.87M -$49.9K -612 -1%
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