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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
651
Titleist Asset Management
Texas
$990K +$90.4K +1,099 +10%
HCM
652
Highview Capital Management
Illinois
$988K +$989K +12,028 New
ANTB
653
AMG National Trust Bank
Colorado
$981K -$664K -8,075 -40%
CIA
654
Capital Investment Advisors
Georgia
$969K -$16.4K -200 -2%
MW
655
Marble Wealth
Alabama
$968K -$193K -2,344 -17%
LFG
656
Larson Financial Group
Missouri
$968K -$5.31M -64,633 -85%
WB
657
Webster Bank
Connecticut
$967K +$433K +5,260 +81%
CWM
658
Calamos Wealth Management
Illinois
$966K – – –
FCT
659
First Community Trust
Iowa
$966K -$269K -3,268 -22%
CWM
660
ClientFirst Wealth Management
Arkansas
$960K – – –
NW
661
NewEdge Wealth
Pennsylvania
$954K -$840K -10,214 -47%
WMA
662
West Michigan Advisors
Michigan
$954K +$50.4K +613 +6%
JAG
663
Journey Advisory Group
Kentucky
$952K – – –
RYIA
664
Roehl & Yi Investment Advisors
Oregon
$945K +$947K +11,512 New
CMI
665
Clare Market Investments
Texas
$945K +$41.4K +503 +5%
RFC
666
Regions Financial Corp
Alabama
$935K -$18.7K -228 -2%
AA
667
Alesco Advisors
New York
$934K -$48.5K -590 -5%
MAG
668
M3 Advisory Group
Massachusetts
$934K – – –
HGA
669
Hobbs Group Advisors
South Carolina
$924K – – –
FCP
670
Fidelis Capital Partners
Florida
$921K – – –
FHA
671
Flagship Harbor Advisors
Massachusetts
$917K -$11.9K -145 -1%
RFP
672
Root Financial Partners
California
$912K +$100K +1,222 +12%
AOWM
673
Asset One Wealth Management
Washington
$912K +$42.6K +518 +5%
DWP
674
Daymark Wealth Partners
Ohio
$894K -$4.61K -56 -0.5%
GW
675
Graetz Wealth
Michigan
$890K +$16.5K +201 +2%
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