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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
MFIMFI
601
Mesirow Financial Investment Management - Fixed Income
Illinois
$404K +$404K +4,673 New
MWM
602
Mattern Wealth Management
Kansas
$400K +$193K +2,230 +93%
SCG
603
Sonata Capital Group
Washington
$398K – – –
PTC
604
Private Trust Company
Ohio
$395K +$20.3K +235 +5%
SAMC
605
Spectrum Asset Management (California)
California
$388K – – –
SWA
606
Stratos Wealth Advisors
Ohio
$386K – – –
CCM
607
Canal Capital Management
Virginia
$381K -$660K -7,630 -63%
AWS
608
Arkfeld Wealth Strategies
Nebraska
$380K – – –
KFGK
609
Keystone Financial Group (Kentucky)
Kentucky
$380K – – –
NWM
610
Northwest Wealth Management
Iowa
$380K +$26.7K +308 +8%
SIM
611
Sadoff Investment Management
Wisconsin
$376K – – –
S
612
SimplyRich
California
$376K – – –
W
613
WealthOne
New York
$376K +$25.3K +292 +7%
WAP
614
Wealthcare Advisory Partners
Pennsylvania
$375K -$177K -2,040 -32%
CL
615
CPWM LLC
Washington
$373K +$150K +1,739 +68%
NL
616
NVWM LLC
Pennsylvania
$373K +$248K +2,871 +200%
SI
617
Sprott Inc
Ontario, Canada
$372K -$14.1K -163 -4%
B
618
Bailard
California
$369K +$692 +8 +0.2%
WWM
619
Western Wealth Management
Colorado
$367K +$44.9K +519 +14%
EWA
620
EP Wealth Advisors
California
$366K +$366K +4,233 New
CPIG
621
Chicago Partners Investment Group
Illinois
$365K -$55.4K -640 -13%
PG
622
Patten Group
Tennessee
$365K +$25.1K +290 +7%
CMBA
623
C.M. Bidwell & Associates
Hawaii
$364K -$350K -4,045 -49%
BBNA
624
Bremer Bank National Association
Minnesota
$364K – – –
OWA
625
Outlook Wealth Advisors
Texas
$362K -$17.5K -202 -5%
23 24
25
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