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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
526
Williams Jones Wealth Management
New York
$1.34M +$1.33M +16,072 New
JPG
527
Jordan Park Group
California
$1.34M +$13.3K +161 +1%
BAM
528
Belpointe Asset Management
Nevada
$1.32M +$294K +3,562 +29%
AFO
529
Arrowroot Family Office
California
$1.32M -$99.7K -1,209 -7%
WPA
530
West Paces Advisors
Georgia
$1.31M -$472K -5,716 -27%
RIL
531
Rothschild Investment LLC
Illinois
$1.31M +$318K +3,857 +33%
TI
532
Tidal Investments
Wisconsin
$1.3M +$1.29M +15,674 New
OCM
533
Objective Capital Management
Ohio
$1.3M +$1.29M +15,666 New
GA
534
Greenspring Advisors
Maryland
$1.3M +$729K +8,830 +130%
GS
535
GTS Securities
Florida
$1.28M -$29.5M -357,494 -96%
RK
536
Rather & Kittrell
Tennessee
$1.26M -$124K -1,500 -9%
VC
537
Vicus Capital
Pennsylvania
$1.25M +$333K +4,035 +37%
TW
538
TrinityPoint Wealth
Connecticut
$1.24M – – –
PA
539
Procyon Advisors
Connecticut
$1.24M +$2.15K +26 +0.2%
NP
540
NorthRock Partners
Minnesota
$1.22M +$79.9K +969 +7%
SFS
541
Sowell Financial Services
Arkansas
$1.21M +$1.2M +14,568 New
WAS
542
Wealth Advisory Solutions
Indiana
$1.21M -$402K -4,869 -25%
SJIC
543
St. James Investment Company
Texas
$1.2M +$41.7K +505 +4%
RIS
544
Retirement Income Solutions
Michigan
$1.19M -$69.8K -846 -6%
TA
545
TFB Advisors
Kansas
$1.18M -$2.89M -35,039 -71%
WIC
546
Whitegate Investment Counselors
New Hampshire
$1.18M -$74.7K -906 -6%
CFG
547
Cooper Financial Group
California
$1.18M +$6.27K +76 +0.5%
HCM
548
Howard Capital Management
Georgia
$1.18M -$54.4K -659 -4%
CWAG
549
Compton Wealth Advisory Group
Virginia
$1.16M -$24.7K -299 -2%
ACP
550
Aveo Capital Partners
Colorado
$1.14M -$106K -1,288 -9%
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