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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
726
Peapack-Gladstone Financial Corp
New Jersey
$239K -$116K -1,340 -33%
ICP
727
Interchange Capital Partners
Pennsylvania
$239K +$239K +2,768 New
CFG
728
Cooper Financial Group
California
$238K +$238K +2,754 New
C1AG
729
Client 1st Advisory Group
Florida
$237K +$237K +2,748 New
WWM
730
Western Wealth Management
Colorado
$235K -$132K -1,524 -36%
GA
731
Gateway Advisory
New Jersey
$234K – – –
AMIM
732
Aull & Monroe Investment Management
Alabama
$230K – – –
ACM
733
AlphaStar Capital Management
North Carolina
$230K +$432 +5 +0.2%
ADL
734
Asset Dedication LLC
California
$229K -$8.21K -95 -3%
BFIM
735
Beese Fulmer Investment Management
Ohio
$228K – – –
TI
736
Trexquant Investment
Connecticut
$227K -$618K -7,155 -73%
FMP
737
Financial Management Professionals
Texas
$225K – – –
CBB
738
Citizens Business Bank
California
$223K – – –
GAM
739
Geier Asset Management
Maryland
$222K +$222K +2,567 New
TGAM
740
TBH Global Asset Management
Tennessee
$220K -$9.68K -112 -4%
CT
741
Columbia Trust
Oregon
$220K +$221K +2,558 New
WA
742
Waverly Advisors
Alabama
$218K – – –
DWM
743
Destination Wealth Management
California
$217K +$16.3K +189 +8%
CCM
744
Chilton Capital Management
Texas
$216K – – –
ACA
745
Atlas Capital Advisors
Wyoming
$216K +$216K +2,500 New
VFG
746
V2 Financial group
Illinois
$216K +$216K +2,500 New
WWP
747
Waypoint Wealth Partners
California
$214K +$214K +2,479 New
CSPAM
748
Cary Street Partners Asset Management
Virginia
$212K +$12.2M +141,196 New
ABC
749
Associated Banc-Corp
Wisconsin
$211K +$1.12K +13 +0.5%
MSFS
750
Main Street Financial Solutions
Pennsylvania
$211K +$211K +2,440 New
28 29
30
31 32