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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
676
Inscription Capital
Texas
$626K -$154K -1,898 -20%
BEAM
677
Baker Ellis Asset Management
Washington
$623K – – –
MBTD
678
Mechanics Bank - Trust Department
California
$619K +$196K +2,415 +47%
SF
679
Summit Financial
New Jersey
$617K +$144K +1,767 +31%
BL
680
BFSG LLC
California
$615K -$44.7K -550 -7%
SAM
681
Secure Asset Management
Michigan
$615K +$12K +148 +2%
WMA
682
West Michigan Advisors
Michigan
$613K +$4.15K +51 +0.7%
BIP
683
Blueprint Investment Partners
North Carolina
$602K -$261K -3,206 -30%
FA
684
Fiducient Advisors
Illinois
$602K +$600K +7,374 New
CA
685
Cambridge Associates
Massachusetts
$601K -$2.01M -24,644 -77%
JCM
686
Jacobi Capital Management
Pennsylvania
$601K – – –
MYIA
687
Mount Yale Investment Advisors
Colorado
$599K +$131K +1,606 +28%
LPT
688
Legacy Private Trust
Wisconsin
$598K +$183K +2,247 +44%
AWAG
689
ARS Wealth Advisors Group
Florida
$595K -$19.8K -243 -3%
SC
690
Savant Capital
Illinois
$595K +$219K +2,686 +58%
RCM
691
Ridgepath Capital Management
Tennessee
$594K -$94.8K -1,165 -14%
JFA
692
JNBA Financial Advisors
Minnesota
$594K -$45.1K -554 -7%
HWM
693
HighMark Wealth Management
Minnesota
$593K -$39.5K -486 -6%
IAS
694
Insigneo Advisory Services
Florida
$592K +$582K +7,159 New
WC
695
Westwind Capital
New Mexico
$590K +$3.99M +49,023 +731%
PWM
696
Purus Wealth Management
California
$589K +$16.3K +200 +3%
FTC
697
Farmers Trust Company
Ohio
$588K – – –
FPW
698
Flagship Private Wealth
Massachusetts
$586K -$581K -7,141 -50%
PWMG
699
Pinnacle Wealth Management Group
Michigan
$585K -$156K -1,912 -21%
SRSA
700
S.R. Schill & Associates
Washington
$584K +$55.8K +686 +11%
26 27
28
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