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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
651
FirstPurpose Wealth
Utah
$810K -$830K -10,217 -51%
PGF
652
Plan Group Financial
Oklahoma
$806K -$149K -1,827 -16%
NS
653
NBC Securities
Alabama
$801K -$54.3K -668 -6%
SCM
654
Stordahl Capital Management
Colorado
$797K -$551K -6,773 -41%
JFGIW
655
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$796K +$154K +1,900 +24%
VC
656
Vicus Capital
Pennsylvania
$795K -$1.9M -23,389 -71%
CIA
657
Compass Ion Advisors
Pennsylvania
$789K +$7.88K +97 +1%
PWMG
658
Provence Wealth Management Group
California
$782K +$19.6K +241 +3%
UAS
659
United Asset Strategies
New York
$782K -$291K -3,585 -27%
SMA
660
Sage Mountain Advisors
Georgia
$779K +$772K +9,500 New
CD
661
Chapin Davis
Maryland
$777K +$1.87K +23 +0.2%
LPT
662
Legacy Private Trust
Wisconsin
$773K -$346K -4,252 -31%
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$772K +$748K +9,208 +4,604%
NSCM
664
New South Capital Management
Tennessee
$772K – – –
SW
665
SkyOak Wealth
Michigan
$772K – – –
HH
666
Hilltop Holdings
Texas
$769K -$2.49M -30,630 -77%
1WA
667
180 Wealth Advisors
Washington
$769K -$78.8K -969 -9%
BC
668
Barrett & Company
Rhode Island
$769K +$10.2K +125 +1%
GF
669
Gries Financial
Ohio
$768K -$92.4K -1,137 -11%
DC
670
DeDora Capital
California
$762K -$894 -11 -0.1%
CW
671
Channel Wealth
California
$753K -$640K -7,879 -46%
LNC
672
Lincoln National Corp
Pennsylvania
$753K +$147K +1,805 +24%
BOH
673
Bank of Hawaii
Hawaii
$752K – – –
CW
674
CreativeOne Wealth
Kansas
$747K -$342K -4,211 -32%
NFP
675
Narus Financial Partners
Utah
$744K -$268K -3,300 -27%
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