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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
TDWM
326
Topel & Distasi Wealth Management
California
$3.49M +$39.5K +478 +1%
SRWM
327
Shira Ridge Wealth Management
California
$3.48M -$165K -1,993 -5%
1WM
328
1858 Wealth Management
Ohio
$3.47M +$3.46M +41,884 New
AWM
329
Aries Wealth Management
Maine
$3.47M +$197K +2,378 +6%
WAS
330
Winch Advisory Services
Wisconsin
$3.46M -$4.05K -49 -0.1%
JFL
331
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.45M – – –
SL
332
Sentinus LLC
Illinois
$3.39M +$129K +1,554 +4%
IPWA
333
International Private Wealth Advisors
California
$3.35M +$1.71M +20,694 +105%
EP
334
Essential Planning
New Hampshire
$3.34M -$108K -1,310 -3%
SC
335
Sykon Capital
New York
$3.33M -$376K -4,544 -10%
SWA
336
Strata Wealth Advisors
Texas
$3.32M -$6.2K -75 -0.2%
PS
337
Principal Securities
Iowa
$3.32M +$155K +1,875 +5%
GEM
338
Global Endowment Management
North Carolina
$3.32M – – –
BL
339
BFSG LLC
California
$3.29M +$479K +5,789 +17%
PWP
340
Perfromance Wealth Partners
Illinois
$3.28M -$158K -1,915 -5%
ATFA
341
All Terrain Financial Advisors
Minnesota
$3.25M -$21.9K -265 -0.7%
FPW
342
Flagship Private Wealth
Massachusetts
$3.23M -$117K -1,416 -4%
FMN
343
Financial Management Network
California
$3.23M +$352K +4,261 +12%
WG
344
Welch Group
Alabama
$3.2M +$332K +4,020 +12%
RIA
345
Regal Investment Advisors
Michigan
$3.19M -$6.12K -74 -0.2%
QCG
346
Quadrant Capital Group
Ohio
$3.18M +$1.08M +13,033 +52%
KP
347
Keel Point
Alabama
$3.17M -$329K -3,978 -9%
NL
348
NWAM LLC
Washington
$3.17M -$87.2K -1,054 -3%
JWM
349
JGP Wealth Management
Oregon
$3.16M -$743K -8,986 -19%
PA
350
Perennial Advisors
New York
$3.14M +$312K +3,771 +11%
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