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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
601
Krilogy Financial
Missouri
$453K -$119K -1,379 -21%
LFA
602
Lighthouse Financial Advisors
Maryland
$453K -$19.2K -222 -4%
SIM
603
SSI Investment Management
California
$453K – – –
FMN
604
Financial Management Network
California
$447K – – –
IAS
605
IMA Advisory Services
Colorado
$445K – – –
AWM
606
Atticus Wealth Management
Florida
$442K -$4.32M -50,025 -91%
CWAG
607
Compton Wealth Advisory Group
Virginia
$442K +$443K +5,128 New
BF
608
BOK Financial
Oklahoma
$437K -$45.7K -529 -9%
HPC
609
Hobart Private Capital
North Carolina
$432K +$66.4K +769 +18%
CTA
610
Chesley Taft & Associates
Illinois
$432K – – –
BWAM
611
Boyd Watterson Asset Management
Ohio
$431K -$1.38K -16 -0.3%
WHG
612
Westwood Holdings Group
Texas
$431K – – –
SP
613
Successful Portfolios
Florida
$429K – – –
PTC
614
Private Trust Company
Ohio
$429K +$54.8K +635 +15%
TFA
615
Teamwork Financial Advisors
Texas
$428K -$250K -2,901 -37%
SWRP
616
Summit Wealth & Retirement Planning
California
$426K +$84.3K +977 +25%
EP
617
Eudaimonia Partners
Tennessee
$426K +$299K +3,458 +233%
DWM
618
Defined Wealth Management
Oregon
$425K +$425K +4,924 New
NAMM
619
NorthStar Asset Management (Massachusetts)
Massachusetts
$420K +$421K +4,873 New
SFG
620
SNS Financial Group
Minnesota
$420K -$427K -4,950 -50%
CI
621
Cordant Inc
Oregon
$419K +$22.4K +260 +6%
PFBT
622
Parkside Financial Bank & Trust
Missouri
$418K -$35.5K -411 -8%
SCP
623
Silverleafe Capital Partners
Tennessee
$415K -$57.4K -665 -12%
FIG
624
FundX Investment Group
California
$414K – – –
CCM
625
Crew Capital Management
Ohio
$414K +$414K +4,800 New
23 24
25
26 27