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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
326
Dumont & Blake Investment Advisors
New Jersey
$240K – – –
FC
327
Forte Capital
New York
$234K – – –
T
328
Thomaspartners
Massachusetts
$233K – – –
BWFM
329
Bridgewater Wealth & Financial Management
Maryland
$230K -$49.9K -586 -18%
KFA
330
Kelleher Financial Advisors
New York
$225K – – –
LC
331
Lincoln Capital
Nebraska
$222K -$4.93K -58 -2%
CIA
332
Choate Investment Advisors
Massachusetts
$222K +$222K +2,606 New
CI
333
Cavalier Investments
Georgia
$221K -$1.91M -22,404 -90%
BJ
334
BlackRock Japan
Japan
$214K – – –
NIM
335
Northeast Investment Management
Massachusetts
$210K – – –
CAM
336
Concorde Asset Management
Michigan
$203K -$15.3K -180 -7%
NFG
337
Nations Financial Group
Iowa
$201K +$201K +2,362 New
MC
338
Moors & Cabot
Massachusetts
$200K – – –
FHA
339
First Horizon Advisors
Tennessee
$193K +$29K +341 +18%
CTC
340
Central Trust Company
Missouri
$192K -$17K -200 -8%
NSIM
341
North Star Investment Management
Illinois
$189K +$14.1K +166 +8%
CWM
342
Concert Wealth Management
California
$181K +$182K +2,136 New
SAM
343
Solaris Asset Management
New York
$180K -$59.1K -695 -25%
IWMPD
344
Integrated Wealth Management (Palm Desert)
California
$179K – – –
DSN
345
D. Scott Neal
Kentucky
$176K -$266K -3,130 -60%
ACM
346
Argentus Capital Management
Texas
$174K -$146K -1,721 -46%
AWMS
347
Advocacy Wealth Management Services
Georgia
$170K – – –
BEAM
348
Baker Ellis Asset Management
Washington
$170K – – –
ACS
349
Archford Capital Strategies
Illinois
$164K – – –
AIM
350
Advantage Investment Management
Iowa
$163K -$275K -3,227 -63%
12 13
14
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