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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
651
Klingman & Associates
New York
$616K -$1.74M -20,988 -74%
PFGIA
652
Patriot Financial Group Insurance Agency
Massachusetts
$610K +$219K +2,641 +56%
AWM
653
Aries Wealth Management
Maine
$607K +$608K +7,328 New
SWA
654
Sax Wealth Advisors
New Jersey
$601K +$65K +783 +12%
LFAS
655
Level Four Advisory Services
Texas
$599K -$213K -2,563 -26%
MCWS
656
McKinley Carter Wealth Services
West Virginia
$592K +$593K +7,146 New
S
657
SimplyRich
California
$591K -$8.96K -108 -1%
ATC
658
Argent Trust Co
Tennessee
$574K +$142K +1,712 +33%
GIA
659
Gladstone Institutional Advisory
Florida
$572K +$15.3K +184 +3%
PWM
660
Perigon Wealth Management
California
$566K -$645K -7,780 -53%
CC
661
Cadinha & Co
Hawaii
$565K -$654K -7,882 -54%
HWM
662
Hemington Wealth Management
Virginia
$565K -$93.9K -1,132 -14%
BEC
663
Blue Edge Capital
Virginia
$565K +$566K +6,819 New
OIA
664
OneDigital Investment Advisors
Kansas
$560K +$131K +1,578 +30%
AF
665
Apexium Financial
Texas
$558K -$10.6K -128 -2%
WA
666
WBH Advisory
Maryland
$552K -$461K -5,554 -45%
BB
667
Berkshire Bank
Massachusetts
$550K -$645K -7,778 -54%
FFBTD
668
First Financial Bank - Trust Division
Ohio
$547K +$581 +7 +0.1%
SCA
669
Sage Capital Advisors
South Dakota
$547K +$548K +6,610 New
PWMG
670
Provence Wealth Management Group
California
$544K – – –
OIA
671
Optimum Investment Advisors
Illinois
$538K +$79.6K +959 +17%
LTI
672
Laffer Tengler Investments
Tennessee
$532K +$533K +6,425 New
ACA
673
Affinity Capital Advisors
California
$529K +$125K +1,509 +31%
CP
674
Coho Partners
Pennsylvania
$528K – – –
OWP
675
Obermeyer Wealth Partners
Colorado
$527K – – –
25 26
27
28 29