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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
651
Marble Wealth
Alabama
$968K -$193K -2,344 -17%
LFG
652
Larson Financial Group
Missouri
$968K -$5.31M -64,633 -85%
WB
653
Webster Bank
Connecticut
$967K +$433K +5,260 +81%
CWM
654
Calamos Wealth Management
Illinois
$966K – – –
FCT
655
First Community Trust
Iowa
$966K -$269K -3,268 -22%
CWM
656
ClientFirst Wealth Management
Arkansas
$960K – – –
NW
657
NewEdge Wealth
Pennsylvania
$954K -$840K -10,214 -47%
WMA
658
West Michigan Advisors
Michigan
$954K +$50.4K +613 +6%
JAG
659
Journey Advisory Group
Kentucky
$952K – – –
RYIA
660
Roehl & Yi Investment Advisors
Oregon
$945K +$77.7M +945,221 New
CMI
661
Clare Market Investments
Texas
$945K +$41.4K +503 +5%
RFC
662
Regions Financial Corp
Alabama
$935K -$18.7K -228 -2%
AA
663
Alesco Advisors
New York
$934K -$48.5K -590 -5%
MAG
664
M3 Advisory Group
Massachusetts
$934K – – –
HGA
665
Hobbs Group Advisors
South Carolina
$924K – – –
FCP
666
Fidelis Capital Partners
Florida
$921K – – –
FHA
667
Flagship Harbor Advisors
Massachusetts
$917K -$11.9K -145 -1%
RFP
668
Root Financial Partners
California
$912K +$100K +1,222 +12%
AOWM
669
Asset One Wealth Management
Washington
$912K +$42.6K +518 +5%
DWP
670
Daymark Wealth Partners
Ohio
$894K -$4.61K -56 -0.5%
GW
671
Graetz Wealth
Michigan
$890K +$16.5K +201 +2%
WAS
672
Wealth Advisory Solutions
Indiana
$884K -$24.9K -303 -3%
VC
673
Vicus Capital
Pennsylvania
$883K +$6.83K +83 +0.8%
IPWA
674
International Private Wealth Advisors
California
$881K +$542K +6,594 +159%
IFO
675
Independent Family Office
New York
$879K -$250K -3,046 -22%
25 26
27
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