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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
801
North Star Investment Management
Illinois
$418K -$65K -794 -13%
USCWA
802
U.S. Capital Wealth Advisors
Texas
$418K -$11.3K -138 -3%
CPG
803
Custom Portfolio Group
Colorado
$416K – – –
LPT
804
Legacy Private Trust
Wisconsin
$415K -$355K -4,342 -46%
WAM
805
WNY Asset Management
New York
$412K -$7.04K -86 -2%
BWAM
806
Boyd Watterson Asset Management
Ohio
$409K – – –
AMG
807
Asset Management Group
Connecticut
$409K +$2.37K +29 +0.6%
JPLA
808
Joseph P. Lucia & Associates
New York
$406K -$21.6K -264 -5%
WIM
809
WealthPlan Investment Management
Nebraska
$403K – – –
CFP
810
Catalyst Financial Partners
Massachusetts
$399K +$32.7K +400 +9%
QWP
811
Quotient Wealth Partners
Texas
$398K -$189K -2,306 -32%
GHA
812
GW Henssler & Associates
Georgia
$397K +$90.8K +1,109 +30%
ANTB
813
AMG National Trust Bank
Colorado
$395K -$18K -220 -4%
TC
814
Trilogy Capital
California
$394K -$51.3K -627 -12%
IFA
815
Interactive Financial Advisors
Illinois
$391K -$10.2M -124,812 -96%
WSCM
816
Wellington Shields Capital Management
New York
$391K – – –
MC
817
Middleton & Co
Massachusetts
$390K +$390K +4,767 New
AL
818
Aspiriant LLC
California
$388K +$388K +4,745 New
CCM
819
Coldstream Capital Management
Washington
$388K +$2.54K +31 +0.7%
HGERS
820
Householder Group Estate & Retirement Specialist
Arizona
$388K -$1.06K -13 -0.3%
GPWA
821
Great Point Wealth Advisors
Massachusetts
$385K -$19.5M -238,822 -98%
BF
822
BOK Financial
Oklahoma
$385K – – –
LMKC
823
L.M. Kohn & Company
Ohio
$381K +$381K +4,654 New
AWM
824
Able Wealth Management
New Jersey
$378K +$1.88K +23 +0.5%
ADBIC
825
A.D. Beadell Investment Counsel
Wisconsin
$378K +$43K +526 +13%
31 32
33
34 35