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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
PBT
526
Pictet Bank & Trust
Bahamas
$708K -$225K -2,600 -24%
SBSB
527
Sullivan, Bruyette, Speros & Blaney
Virginia
$708K +$2.25K +26 +0.3%
NWS
528
Newport Wealth Strategies
California
$707K – – –
OPA
529
Old Port Advisors
Maine
$702K – – –
BPC
530
Banque Pictet & Cie
Switzerland
$699K -$12.1K -140 -2%
KPWS
531
Kestra Private Wealth Services
Texas
$696K -$1.12K -13 -0.2%
AA
532
AlphaCentric Advisors
Puerto Rico
$695K -$3.98M -46,109 -85%
WCG
533
Weaver Consulting Group
California
$684K -$830K -9,612 -55%
PWM
534
Palumbo Wealth Management
New York
$683K +$683K +7,906 New
TFA
535
Teamwork Financial Advisors
Texas
$680K -$152K -1,755 -18%
CIP
536
Chartwell Investment Partners
Pennsylvania
$673K – – –
GRP
537
Global Retirement Partners
California
$667K +$25.3K +293 +4%
OIA
538
OneDigital Investment Advisors
Kansas
$657K +$170K +1,963 +35%
MBTD
539
Mechanics Bank - Trust Department
California
$647K – – –
TJHA
540
Thomas J. Herzfeld Advisors
Florida
$646K – – –
DWM
541
Dakota Wealth Management
Florida
$644K +$28.2K +326 +5%
FP
542
Fiduciary Planning
Florida
$640K -$1.54M -17,812 -71%
LF
543
Lee Financial
Texas
$637K -$7.86K -91 -1%
CAS
544
Coppell Advisory Solutions
Texas
$633K +$633K +7,328 New
DWP
545
Destiny Wealth Partners
Florida
$627K +$627K +7,255 New
OWP
546
Obermeyer Wealth Partners
Colorado
$626K +$199K +2,300 +47%
KP
547
Keel Point
Alabama
$619K +$44.1K +510 +8%
HWM
548
Hemington Wealth Management
Virginia
$613K +$613K +7,092 New
PGWM
549
Parisi Gray Wealth Management
New Jersey
$610K -$2.27M -26,298 -79%
RIA
550
Regal Investment Advisors
Michigan
$608K +$608K +7,042 New
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