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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
626
Exchange Capital Management
Michigan
$360K -$19K -220 -5%
CI
627
Cordant Inc
Oregon
$360K +$3.81K +44 +1%
SSWM
628
Smith Salley Wealth Management
North Carolina
$359K -$312K -3,601 -46%
KLI
629
Kelman-Lazarov Inc
Tennessee
$359K +$29.2K +337 +9%
TWP
630
Tempus Wealth Planning
California
$357K – – –
AP
631
Appleton Partners
Massachusetts
$356K -$170K -1,962 -32%
PGFC
632
Peapack-Gladstone Financial Corp
New Jersey
$355K +$85.7K +990 +32%
BFG
633
Barber Financial Group
Kansas
$352K -$28.6K -331 -8%
FWSM
634
First Wilshire Securities Management
California
$350K +$350K +4,046 New
PA
635
Planning Alternatives
Michigan
$349K – – –
IAS
636
IMA Advisory Services
Colorado
$346K – – –
WI
637
Wintrust Investments
Illinois
$342K -$186K -2,149 -35%
QFA
638
Quattro Financial Advisors
Texas
$340K +$340K +3,935 New
PWW
639
Pettyjohn Wood & White
Virginia
$339K +$260 +3 +0.1%
PAG
640
Pinnacle Advisory Group
Maryland
$334K -$123K -1,422 -27%
TFCP
641
Twin Focus Capital Partners
Massachusetts
$333K -$61.9K -715 -16%
CIC
642
Carnegie Investment Counsel
Ohio
$332K -$62.6K -723 -16%
DAS
643
Dynamic Advisor Solutions
Arizona
$328K +$328K +3,793 New
SGAM
644
Stephens Group Asset Management
Arkansas
$327K – – –
SWRP
645
Summit Wealth & Retirement Planning
California
$327K +$11.9K +137 +4%
EWM
646
Evercore Wealth Management
New York
$327K +$327K +3,775 New
CCP
647
Corient Capital Partners
California
$326K – – –
CWM
648
Calamos Wealth Management
Illinois
$318K +$6.75K +78 +2%
WWM
649
WT Wealth Management
Arizona
$318K +$319K +3,684 New
BB
650
Busey Bank
Illinois
$314K – – –
24 25
26
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