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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
576
MassMutual Private Wealth & Trust
Connecticut
$442K -$35.5K -412 -7%
RG
577
Retirement Group
California
$439K -$15.9K -184 -3%
MC
578
Matisse Capital
Oregon
$439K +$440K +5,100 New
IWS
579
Insight Wealth Strategies
California
$435K -$29.1K -337 -6%
MCM
580
Monument Capital Management
Virginia
$432K +$123K +1,426 +40%
BF
581
BOK Financial
Oklahoma
$432K +$432K +5,013 New
SWRP
582
Summit Wealth & Retirement Planning
California
$431K -$3.88K -45 -0.9%
BWAM
583
Boyd Watterson Asset Management
Ohio
$431K – – –
WHG
584
Westwood Holdings Group
Texas
$431K – – –
KCM
585
Kennicott Capital Management
California
$429K – – –
FCA
586
FinTrust Capital Advisors
South Carolina
$427K -$26.2K -304 -6%
MBTD
587
Mechanics Bank - Trust Department
California
$423K -$102K -1,185 -19%
SP
588
Successful Portfolios
Florida
$421K -$8.62K -100 -2%
PFBT
589
Parkside Financial Bank & Trust
Missouri
$417K – – –
CCM
590
Crew Capital Management
Ohio
$414K – – –
SSC
591
Syverson Strege & Co
Iowa
$409K +$26.7K +310 +7%
SCP
592
Silverleafe Capital Partners
Tennessee
$406K -$4.74K -55 -1%
MM
593
Meridian Management
Arkansas
$402K – – –
LCM
594
LCM Capital Management
Illinois
$399K +$399K +4,633 New
MFGP
595
Marshall Financial Group (Pennsylvania)
Pennsylvania
$396K – – –
BFS
596
Bickling Financial Services
Massachusetts
$395K -$36.1K -419 -8%
FMN
597
Financial Management Network
California
$389K -$39.7K -460 -9%
BWA
598
BDO Wealth Advisors
Florida
$389K +$204K +2,370 +110%
TA
599
TruWealth Advisors
Louisiana
$388K +$139K +1,609 +56%
SAMC
600
Spectrum Asset Management (California)
California
$386K – – –
22 23
24
25 26