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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
301
AUA Capital Management
Pennsylvania
$4.69M +$319K +3,921 +7%
PRI
302
Prepared Retirement Institute
Pennsylvania
$4.66M +$4.62M +56,799 New
PAS
303
Park Avenue Securities
New York
$4.6M +$686K +8,435 +18%
MWM
304
MTC Wealth Management
Florida
$4.59M +$6.5K +80 +0.1%
KP
305
Keel Point
Alabama
$4.54M +$163 +2 +0%
PEA
306
Park Edge Advisors
Ohio
$4.54M -$276K -3,391 -6%
AIP
307
Almanack Investment Partners
Pennsylvania
$4.5M -$927K -11,406 -17%
EP
308
Essential Planning
New Hampshire
$4.5M -$139K -1,708 -3%
AG
309
Ascent Group
Virginia
$4.47M -$3.37M -41,516 -43%
OAM
310
Oppenheimer Asset Management
New York
$4.43M -$4.15M -51,045 -49%
CI
311
Cambiar Investors
Colorado
$4.4M -$2.76M -33,980 -39%
PWP
312
Perfromance Wealth Partners
Illinois
$4.38M +$37.9K +466 +0.9%
BPA
313
Beacon Pointe Advisors
California
$4.35M -$1.17M -14,405 -21%
MCC
314
Money Concepts Capital
Florida
$4.34M +$206K +2,539 +5%
CA
315
Continuum Advisory
Idaho
$4.32M -$4.04M -49,719 -49%
SWM
316
SigFig Wealth Management
California
$4.32M +$134K +1,648 +3%
CU
317
Cornell University
New York
$4.29M +$4.25M +52,316 New
RWA
318
Rainsberger Wealth Advisors
Colorado
$4.27M -$151K -1,857 -3%
BWL
319
Beacon Wealthcare LLC
North Carolina
$4.26M +$2.5M +30,800 +146%
MHB
320
Midwest Heritage Bank
Iowa
$4.25M -$85.8K -1,055 -2%
GWM
321
Geneos Wealth Management
Colorado
$4.25M -$153K -1,879 -3%
WSTAM
322
Wilbanks Smith & Thomas Asset Management
Virginia
$4.22M +$441K +5,423 +12%
HW
323
Hamilton Wealth
California
$4.22M +$191K +2,351 +5%
CI
324
CPR Investments
Michigan
$4.21M -$3.09K -38 -0.1%
AWMS
325
Advocacy Wealth Management Services
Georgia
$4.19M – – –
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