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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
776
Wallace Advisory Group
California
$528K +$523K +6,422 New
GSIAS
777
Garden State Investment Advisory Services
New Jersey
$526K +$122K +1,493 +30%
VWM
778
Venturi Wealth Management
Texas
$522K -$966K -11,856 -65%
NSIM
779
North Star Investment Management
Illinois
$522K -$244K -2,997 -32%
S
780
SimplyRich
California
$521K -$4.57K -56 -0.9%
CB
781
Cadence Bank
Mississippi
$520K -$28.9K -354 -5%
GIA
782
Gladstone Institutional Advisory
Florida
$519K +$258K +3,167 +100%
LFG
783
Larson Financial Group
Missouri
$519K -$94.2K -1,156 -15%
UCB
784
United Community Bank
South Carolina
$517K – – –
OWA
785
Outlook Wealth Advisors
Texas
$517K +$513K +6,288 New
MGIA
786
Moneta Group Investment Advisors
Missouri
$514K +$510K +6,253 New
HFS
787
Howard Financial Services
Texas
$514K -$2.94K -36 -0.6%
TIA
788
Tiemann Investment Advisors
California
$514K +$40.8K +500 +9%
LSPW
789
Lake Street Private Wealth
Illinois
$504K +$101K +1,238 +25%
BPC
790
Banque Pictet & Cie
Switzerland
$504K – – –
OBWG
791
Onyx Bridge Wealth Group
New York
$503K +$90.1K +1,105 +22%
DCM
792
Donaldson Capital Management
Indiana
$500K -$11.7K -144 -2%
FA
793
Fiduciary Alliance
South Carolina
$499K -$45.8K -562 -8%
WSCM
794
Wellington Shields Capital Management
New York
$499K -$163K -2,000 -25%
NCM
795
NCM Capital Management
New Jersey
$498K +$107K +1,310 +28%
RFO
796
RiverGlades Family Offices
Florida
$497K +$493K +6,050 New
SL
797
Savior LLC
Massachusetts
$493K +$7.58K +93 +2%
PWP
798
Private Wealth Partners
California
$493K +$489K +6,000 New
AWS
799
Arkfeld Wealth Strategies
Nebraska
$491K +$1.39K +17 +0.3%
SEP
800
Southland Equity Partners
Missouri
$489K +$23.3K +286 +5%
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