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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
701
Conservest Capital Advisors
Pennsylvania
$682K -$355K -4,305 -34%
EAM
702
Empirical Asset Management
Massachusetts
$673K -$16.7K -202 -2%
AP
703
Americana Partners
Texas
$672K -$1.98K -24 -0.3%
CP
704
Canopy Partners
Ohio
$665K -$31K -376 -4%
FFG
705
Fortem Financial Group
California
$661K -$4.41M -53,389 -87%
RCM
706
Raleigh Capital Management
North Carolina
$659K +$656K +7,951 New
KIM
707
Kestra Investment Management
Texas
$654K +$242K +2,936 +59%
FWM
708
FLP Wealth Management
Arkansas
$648K +$646K +7,824 New
FA
709
Fiducient Advisors
Illinois
$645K – – –
EF
710
Envision Financial
Wisconsin
$645K +$642K +7,780 New
KFG
711
Kelly Financial Group
Connecticut
$644K -$778K -9,429 -55%
EL
712
EQ LLC
Washington
$644K -$7.19M -87,146 -92%
VFA
713
Valeo Financial Advisors
Indiana
$639K -$33.7K -408 -5%
MWM
714
Mission Wealth Management
California
$639K -$200K -2,422 -24%
HOWA
715
Heritage Oak Wealth Advisors
Florida
$638K +$636K +7,702 New
BFA
716
Bragg Financial Advisors
North Carolina
$634K +$396K +4,800 +168%
DG
717
DMC Group
Alabama
$630K +$15.5K +188 +3%
PTC
718
Private Trust Company
Ohio
$630K -$254K -3,075 -29%
CT
719
Clearstead Trust
Maine
$628K +$185K +2,246 +42%
OC
720
Optima Capital
Oregon
$627K +$625K +7,567 New
NC
721
North Capital
Utah
$627K – – –
SW
722
SkyOak Wealth
Michigan
$624K – – –
WCG
723
Weaver Consulting Group
California
$623K -$302K -3,656 -33%
FMI
724
F/M Investments
District of Columbia
$621K – – –
AFO
725
Arrowroot Family Office
California
$619K +$617K +7,470 New
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