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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
376
Crestwood Advisors Group
Massachusetts
$692K -$59.8K -714 -8%
BFIM
377
Beese Fulmer Investment Management
Ohio
$687K +$684K +8,170 New
RCA
378
Rowland Carmichael Advisors
Arizona
$684K +$626K +7,483 +1,149%
PFA
379
Pettinga Financial Advisors
Indiana
$679K +$183K +2,189 +37%
SJIC
380
St. James Investment Company
Texas
$676K -$3.68K -44 -0.5%
GA
381
Gateway Advisory
New Jersey
$660K -$131K -1,560 -17%
TVWM
382
Tower View Wealth Management
Wisconsin
$658K +$20.8K +248 +3%
JCM
383
Jag Capital Management
Missouri
$653K -$668K -7,975 -51%
UB
384
UMB Bank
Missouri
$647K +$96.6K +1,154 +18%
BPWA
385
Beacon Pointe Wealth Advisors
California
$642K +$638K +7,625 New
FT
386
Fiduciary Trust
Massachusetts
$640K -$13.8K -165 -2%
ST
387
Spinnaker Trust
Maine
$638K – – –
AIP
388
Ameritas Investment Partners
Nebraska
$628K – – –
TCM
389
Towercrest Capital Management
Pennsylvania
$627K -$49.2K -588 -7%
GG
390
Gofen & Glossberg
Illinois
$623K +$20.9K +250 +3%
IA
391
IFG Advisory
Georgia
$601K -$32.9K -393 -5%
WWM
392
Western Wealth Management
Colorado
$596K +$593K +7,088 New
BHB
393
Bank Hapoalim BM
Israel
$593K – – –
AC
394
Alexandria Capital
Virginia
$575K +$1.93K +23 +0.3%
MAM
395
Meeder Asset Management
Ohio
$574K -$338K -4,039 -37%
OIA
396
Optimum Investment Advisors
Illinois
$572K +$126K +1,500 +28%
AAMA
397
Advanced Asset Management Advisors
Ohio
$570K -$515K -6,155 -48%
CCT
398
Country Club Trust
Missouri
$562K -$15.5K -185 -3%
WB
399
WesBanco Bank
West Virginia
$558K +$173K +2,064 +45%
GCAC
400
Guardian Capital Advisors (Canada)
Ontario, Canada
$554K +$553K +6,600 New
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16
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