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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
701
AlphaStar Capital Management
North Carolina
$229K -$270K -3,121 -54%
BFIM
702
Beese Fulmer Investment Management
Ohio
$229K – – –
HPC
703
Hobart Private Capital
North Carolina
$228K +$228K +2,638 New
FMP
704
Financial Management Professionals
Texas
$225K – – –
PGA
705
Portland Global Advisors
Maine
$225K +$225K +2,604 New
CWM
706
Concentrum Wealth Management
California
$224K – – –
BCA
707
Berman Capital Advisors
Georgia
$223K – – –
CBB
708
Citizens Business Bank
California
$223K – – –
LWAC
709
Laurel Wealth Advisors (California)
California
$221K +$221K +2,555 New
WP
710
WMS Partners
Maryland
$219K – – –
WA
711
Waverly Advisors
Alabama
$219K +$87 +1 +0%
AFWM
712
AMJ Financial Wealth Management
Virginia
$216K -$9K -104 -4%
CCM
713
Chilton Capital Management
Texas
$216K – – –
MA
714
MONECO Advisors
Connecticut
$212K -$2.94K -34 -1%
ICM
715
IMS Capital Management
Oregon
$211K – – –
CAAS
716
Capital Asset Advisory Services
Michigan
$211K +$2.08K +24 +1%
ABC
717
Associated Banc-Corp
Wisconsin
$210K – – –
SSWM
718
Sheets Smith Wealth Management
North Carolina
$210K +$346 +4 +0.2%
GM
719
GeoWealth Management
Illinois
$208K -$11.1K -128 -5%
BMCM
720
Bryn Mawr Capital Management
Pennsylvania
$207K – – –
LWP
721
Legacy Wealth Planning
Nevada
$205K -$18.3K -212 -8%
AC
722
Abbrea Capital
California
$205K – – –
CLOS
723
Compagnie Lombard Odier SCmA
Switzerland
$203K – – –
FHC
724
First Heartland Consultants
Missouri
$202K +$202K +2,336 New
DWM
725
Destination Wealth Management
California
$201K -$4.33K -50 -2%
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