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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
776
Boyd Watterson Asset Management
Ohio
$416K – – –
RCA
777
Resonant Capital Advisors
Wisconsin
$415K – – –
ES
778
ETF Store
Kansas
$415K +$37.8K +458 +10%
MWA
779
Midland Wealth Advisors
Illinois
$414K -$929K -11,256 -69%
USCWA
780
U.S. Capital Wealth Advisors
Texas
$414K -$10.7K -130 -3%
JPLA
781
Joseph P. Lucia & Associates
New York
$412K -$1.16K -14 -0.3%
WIM
782
WealthPlan Investment Management
Nebraska
$410K – – –
VCA
783
Verdence Capital Advisors
Maryland
$409K -$1.98K -24 -0.5%
IAS
784
Insigneo Advisory Services
Florida
$408K -$186K -2,251 -31%
HCM
785
Hilton Capital Management
New York
$402K -$149K -1,804 -27%
SS
786
Sunbelt Securities
Texas
$402K -$50.2K -609 -11%
SAG
787
SageView Advisory Group
California
$399K +$396K +4,800 New
HWP
788
Heritage Wealth Partners
Ohio
$399K -$71.9K -871 -15%
WSCM
789
Wellington Shields Capital Management
New York
$397K – – –
WPWM
790
Windward Private Wealth Management
Kansas
$396K -$88.5K -1,073 -18%
IFA
791
Interactive Financial Advisors
Illinois
$395K -$9.65K -117 -2%
BF
792
BOK Financial
Oklahoma
$391K -$12.7K -154 -3%
QP
793
Quartz Partners
New York
$389K +$386K +4,675 New
PA
794
Pinnacle Associates
New York
$387K +$33.1K +401 +9%
LWM
795
Lyell Wealth Management
California
$387K +$129K +1,564 +51%
NSIM
796
North Star Investment Management
Illinois
$386K +$83 +1 +0%
MLA
797
My Legacy Advisors
Oregon
$386K -$587K -7,116 -61%
CIAS
798
Capital Investment Advisory Services
North Carolina
$386K -$558K -6,769 -59%
FA
799
Flagstar Advisors
New York
$383K -$103K -1,246 -21%
TWM
800
TCFG Wealth Management
California
$381K +$379K +4,588 New
30 31
32
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