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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
701
Waverly Advisors
Alabama
$219K – – –
GM
702
GeoWealth Management
Illinois
$218K +$218K +2,514 New
BWA
703
BDO Wealth Advisors
Florida
$217K -$1.58M -18,257 -88%
CCM
704
Chilton Capital Management
Texas
$217K – – –
MA
705
MONECO Advisors
Connecticut
$215K +$215K +2,487 New
FIA
706
Foundations Investment Advisors
Arizona
$213K -$68.4M -790,206 -100%
ABC
707
Associated Banc-Corp
Wisconsin
$211K – – –
ICM
708
IMS Capital Management
Oregon
$211K – – –
NPP
709
New Potomac Partners
Maryland
$211K +$27.3K +315 +15%
SSWM
710
Sheets Smith Wealth Management
North Carolina
$210K +$606 +7 +0.3%
EWM
711
Endurance Wealth Management
Rhode Island
$209K -$8.66K -100 -4%
CAAS
712
Capital Asset Advisory Services
Michigan
$209K +$18.5K +214 +10%
BFO
713
Biltmore Family Office
North Carolina
$209K +$146K +1,680 +228%
WP
714
WealthPLAN Partners
Nebraska
$208K -$73.8K -852 -26%
BMCM
715
Bryn Mawr Capital Management
Pennsylvania
$207K – – –
FHA
716
Flagship Harbor Advisors
Massachusetts
$207K +$166K +1,918 +404%
MWM
717
Mattern Wealth Management
Kansas
$207K +$207K +2,395 New
DWM
718
Destination Wealth Management
California
$206K -$5.28K -61 -3%
AC
719
Abbrea Capital
California
$206K +$206K +2,375 New
CLOS
720
Compagnie Lombard Odier SCmA
Switzerland
$204K – – –
FP
721
Fiduciary Planning
Florida
$203K +$203K +2,347 New
BOS
722
Bingham Osborn & Scarborough
California
$202K -$57.4K -663 -22%
GSC
723
G&S Capital
Colorado
$200K +$200K +2,311 New
LFG
724
LifePlan Financial Group
Ohio
$196K -$3.46K -40 -2%
SMG
725
Spectrum Management Group
Indiana
$187K +$187K +2,160 New
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