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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
726
Addison Capital
Pennsylvania
$576K +$240K +2,928 +71%
PTC
727
Private Trust Company
Ohio
$575K -$93.9K -1,148 -14%
PWM
728
Purus Wealth Management
California
$573K – – –
FA
729
Flagstar Advisors
New York
$568K +$136K +1,659 +31%
ACIM
730
Azimuth Capital Investment Management
Michigan
$568K -$54K -660 -9%
AR
731
Advisory Research
Illinois
$566K +$326K +3,980 +135%
FA
732
Fermata Advisors
California
$565K – – –
BFG
733
Berger Financial Group
Minnesota
$562K -$6.55K -80 -1%
EFG
734
Embree Financial Group
Illinois
$556K +$556K +6,795 New
PVI
735
Pine Valley Investments
New Jersey
$555K -$115K -1,408 -17%
GA
736
Greenspring Advisors
Maryland
$554K – – –
FWP
737
Falcon Wealth Planning
California
$553K -$129K -1,578 -19%
EIP
738
Easterly Investment Partners
Massachusetts
$551K -$4.91M -60,001 -90%
KC
739
Kingfisher Capital
North Carolina
$550K -$17.2K -210 -3%
WC
740
Westwind Capital
New Mexico
$549K +$93.8K +1,146 +21%
GLA
741
Good Life Advisors
Pennsylvania
$544K -$16.2K -198 -3%
BFA
742
Beacon Financial Advisory
Ohio
$535K +$121K +1,473 +29%
LOPW
743
Live Oak Private Wealth
North Carolina
$534K +$119K +1,459 +29%
HCM
744
Hudson Capital Management
New Jersey
$532K +$245K +2,988 +85%
RMAM
745
Raab & Moskowitz Asset Management
New Jersey
$532K -$38.9K -475 -7%
SRSA
746
S.R. Schill & Associates
Washington
$529K – – –
CCP
747
Clarity Capital Partners
California
$527K -$164 -2 -0%
SCM
748
Sollinda Capital Management
Florida
$522K -$516K -6,310 -50%
BHPW
749
Beverly Hills Private Wealth
California
$520K +$521K +6,362 New
VFA
750
Valeo Financial Advisors
Indiana
$519K -$30K -367 -5%
28 29
30
31 32