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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
551
Asset Dedication LLC
California
$168K +$55.6K +669 +50%
PFBT
552
Parkside Financial Bank & Trust
Missouri
$167K – – –
EWM
553
Endurance Wealth Management
Rhode Island
$164K +$63.2K +760 +63%
MIFH
554
Migdal Insurance & Financial Holdings
Israel
$156K – – –
WB
555
Webster Bank
Connecticut
$152K – – –
CAM
556
Cresset Asset Management
Illinois
$152K +$151K +1,815 New
1IA
557
1834 Investment Advisors
Wisconsin
$150K – – –
BWL
558
Bogart Wealth LLC
Virginia
$146K +$145K +1,750 New
HT
559
Heritage Trust
Oklahoma
$138K – – –
WAM
560
Wealthspire Advisors (Maryland)
Maryland
$138K – – –
TL
561
TrueWealth LLC
Georgia
$131K -$4.65K -56 -3%
LC
562
Lindbrook Capital
California
$130K +$130K +1,563 New
VNA
563
Valley National Advisers
Pennsylvania
$127K – – –
EWA
564
Evolution Wealth Advisors
Florida
$122K +$121K +1,455 New
FCMT
565
Founders Capital Management (Texas)
Texas
$121K -$70.6K -850 -37%
PCG
566
Private Capital Group
Connecticut
$107K +$102K +1,225 +2,356%
CTC
567
Central Trust Company
Missouri
$105K – – –
BWA
568
Burt Wealth Advisors
Maryland
$104K – – –
POIA
569
Pin Oak Investment Advisors
Texas
$90K -$40.3K -485 -31%
ST
570
Smithfield Trust
Pennsylvania
$90K – – –
DWM
571
Doyle Wealth Management
Florida
$89K +$88.3K +1,062 New
HI
572
Human Investing
Oregon
$87K +$86.6K +1,042 New
CB
573
Community Bank
New York
$85K – – –
IIM
574
Ipswich Investment Management
Massachusetts
$84K +$83.1K +1,000 New
MFW
575
Mosaic Family Wealth
Missouri
$83K +$49.7K +598 +151%
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