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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
WGCA
601
Wolf Group Capital Advisors
Virginia
$512K +$513K +5,985 New
BF
602
BOK Financial
Oklahoma
$509K +$80.1K +934 +19%
WT
603
Whittier Trust
California
$506K +$12.4K +145 +3%
AWS
604
Arkfeld Wealth Strategies
Nebraska
$503K – – –
KF
605
Krilogy Financial
Missouri
$499K -$12.7K -148 -2%
OIA
606
OneDigital Investment Advisors
Kansas
$499K -$2.15K -25 -0.4%
TCOV
607
Trust Company of Vermont
Vermont
$496K +$498K +5,800 New
BFA
608
Bragg Financial Advisors
North Carolina
$494K – – –
PP
609
PrairieView Partners
Minnesota
$489K – – –
RHBC
610
R.H. Bluestein & Co
Michigan
$489K +$429 +5 +0.1%
AAS
611
Annex Advisory Services
Wisconsin
$487K +$172 +2 +0%
BS
612
Boenning & Scattergood
Pennsylvania
$482K -$8.32K -97 -2%
NCM
613
NCM Capital Management
New Jersey
$480K +$481K +5,613 New
SFA
614
Sequoia Financial Advisors
Ohio
$479K +$480K +5,598 New
BB
615
Busey Bank
Illinois
$476K – – –
SW
616
SkyOak Wealth
Michigan
$476K – – –
CBFP
617
Cedar Brook Financial Partners
Ohio
$471K -$563K -6,565 -54%
GA
618
GFS Advisors
Texas
$470K -$38.2K -445 -7%
WWA
619
WC Walker & Associates
California
$470K -$13.3K -155 -3%
SIM
620
SSI Investment Management
California
$470K – – –
AP
621
Advisor Partners
California
$470K +$471K +5,491 New
SWRP
622
Summit Wealth & Retirement Planning
California
$469K +$41K +478 +10%
GLA
623
Good Life Advisors
Pennsylvania
$467K +$7.72K +90 +2%
FA
624
FDx Advisors
Illinois
$466K -$72.5K -845 -13%
OIA
625
Optimum Investment Advisors
Illinois
$464K -$529K -6,168 -53%
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25
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