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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
CD
626
Chapin Davis
Maryland
$776K +$6.83K +84 +0.9%
VP
627
Verum Partners
North Carolina
$775K -$943K -11,587 -55%
RB
628
Renasant Bank
Mississippi
$774K +$19.8K +243 +3%
NSCM
629
New South Capital Management
Tennessee
$768K – – –
IA
630
IFP Advisors
Florida
$768K -$2.19M -26,887 -74%
RWA
631
Roberts Wealth Advisors
California
$766K -$74.2K -912 -9%
BC
632
Barrett & Company
Rhode Island
$766K – – –
BA
633
Bridge Advisory
California
$753K -$76K -934 -9%
GEA
634
Glen Eagle Advisors
New Jersey
$753K -$80.1K -984 -10%
OLA
635
Oliver Luxxe Assets
New Jersey
$750K +$95.1K +1,169 +15%
BOH
636
Bank of Hawaii
Hawaii
$748K – – –
SAG
637
SageView Advisory Group
California
$743K – – –
UAS
638
United Asset Strategies
New York
$741K -$27.4K -337 -4%
GPA
639
Guerra Pan Advisors
New Jersey
$741K – – –
LSPW
640
Lake Street Private Wealth
Illinois
$740K +$3.25K +40 +0.4%
RVPG
641
Relative Value Partners Group
$740K +$737K +9,062 New
AF
642
Allworth Financial
California
$732K -$129K -1,580 -15%
MFG
643
Merit Financial Group
Georgia
$730K -$1.56M -19,153 -68%
MWM
644
Moulton Wealth Management
Washington
$730K +$12.5K +154 +2%
AA
645
Addison Advisors
Vermont
$729K +$40.3K +495 +6%
SW
646
SVB Wealth
Massachusetts
$713K -$519K -6,377 -42%
DAS
647
Diversify Advisory Services
Utah
$712K -$578K -7,098 -45%
JFGIW
648
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$710K -$81.4K -1,000 -10%
EAM
649
Empirical Asset Management
Massachusetts
$707K +$64.5K +793 +10%
OA
650
Oxbow Advisors
Texas
$702K +$57.4K +706 +9%
24 25
26
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