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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
776
Tyler-Stone Wealth Management
Ohio
$203K +$204K +2,377 New
ACA
777
Affinity Capital Advisors
California
$200K +$86 +1 +0%
TFA
778
Teamwork Financial Advisors
Texas
$200K +$201K +2,338 New
SMG
779
Spectrum Management Group
Indiana
$199K -$4.55K -53 -2%
CFCI
780
Comprehensive Financial Consultants Institutional
Indiana
$176K +$179K +2,086 New
ITFISA
781
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$171K -$455K -5,300 -73%
TI
782
Truehand Inc
New Hampshire
$167K – – –
NIC
783
Northwest Investment Counselors
Oregon
$162K +$162K +1,891 New
BC
784
Burleson & Co
California
$160K +$73.8K +860 +85%
SWA
785
SOA Wealth Advisors
New York
$157K -$8.84K -103 -5%
ED
786
Exane Derivatives
France
$155K – – –
OHWP
787
Oak Harbor Wealth Partners
North Carolina
$155K +$156K +1,814 New
CA
788
Cornerstone Advisory
Maryland
$150K +$150K +1,746 New
HR
789
Hayden Royal
North Carolina
$150K +$151K +1,755 New
CPFP
790
Clear Perspectives Financial Planning
Ohio
$149K – – –
CIA
791
Choate Investment Advisors
Massachusetts
$147K -$15K -175 -9%
GM
792
GeoWealth Management
Illinois
$140K +$8.84K +103 +7%
ARIS
793
Advanced Research Investment Solutions
California
$128K +$129K +1,500 New
FCMT
794
Founders Capital Management (Texas)
Texas
$127K – – –
WTC
795
WhitTier Trust Company
Nevada
$126K – – –
WB
796
Webster Bank
Connecticut
$125K – – –
SFG
797
Steward Financial Group
Texas
$120K +$120K +1,404 New
CB
798
CNB Bank
Pennsylvania
$109K -$10.7K -125 -9%
LS
799
Leelyn Smith
Illinois
$107K -$27.5K -321 -20%
RPCONE
800
Retirement Planning Company of New England
Rhode Island
$106K +$107K +1,246 New
30 31
32
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