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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
576
SSI Investment Management
California
$456K -$31.6K -365 -6%
SFI
577
SPC Financial Inc
Maryland
$452K -$21.7K -250 -5%
VAG
578
VisionPoint Advisory Group
Texas
$449K -$608K -7,018 -57%
CIP
579
Chartwell Investment Partners
Pennsylvania
$444K +$444K +5,124 New
JCM
580
Jag Capital Management
Missouri
$441K +$23.6K +273 +6%
JFA
581
JNBA Financial Advisors
Minnesota
$440K – – –
BWAM
582
Boyd Watterson Asset Management
Ohio
$433K +$433K +5,000 New
TW
583
Transform Wealth
Colorado
$431K -$16.7K -193 -4%
SP
584
Successful Portfolios
Florida
$431K – – –
MIH
585
Meitav Investment House
Israel
$431K +$129K +1,490 +43%
PWM
586
Perigon Wealth Management
California
$426K -$18.9K -218 -4%
SGI
587
Swan Global Investments
Colorado
$424K – – –
SB
588
Strategic Blueprint
Georgia
$421K +$421K +4,859 New
CPIG
589
Chicago Partners Investment Group
Illinois
$421K +$421K +4,861 New
MWM
590
Modera Wealth Management
New Jersey
$415K +$87 +1 +0%
SEM
591
Suncoast Equity Management
Florida
$410K +$410K +4,731 New
MM
592
Meridian Management
Arkansas
$404K – – –
9WM
593
9258 Wealth Management
Ohio
$399K +$110K +1,270 +38%
SCG
594
Sonata Capital Group
Washington
$398K – – –
CIC
595
Carnegie Investment Counsel
Ohio
$395K -$3.53M -40,743 -90%
TFCP
596
Twin Focus Capital Partners
Massachusetts
$395K -$105K -1,209 -21%
OWP
597
Obermeyer Wealth Partners
Colorado
$391K +$85K +982 +28%
NP
598
NorthRock Partners
Minnesota
$390K -$520K -6,003 -57%
SAMC
599
Spectrum Asset Management (California)
California
$388K – – –
KCM
600
Karp Capital Management
California
$388K +$388K +4,479 New
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