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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
826
Barry Investment Advisors
Massachusetts
$419K -$149K -1,837 -26%
LOPW
827
Live Oak Private Wealth
North Carolina
$416K +$6.18K +76 +2%
GIM
828
Goelzer Investment Management
Indiana
$416K +$1.79K +22 +0.4%
DG
829
DMC Group
Alabama
$416K -$129K -1,588 -24%
BFA
830
Beacon Financial Advisory
Ohio
$416K -$88.4K -1,087 -18%
ANTB
831
AMG National Trust Bank
Colorado
$414K -$52.8K -650 -11%
VCA
832
Verdence Capital Advisors
Maryland
$414K +$10.8K +133 +3%
BWAM
833
Boyd Watterson Asset Management
Ohio
$410K – – –
AMG
834
Asset Management Group
Connecticut
$408K +$4.55K +56 +1%
IAA
835
Independent Advisor Alliance
North Carolina
$406K -$548K -6,742 -58%
WIM
836
WealthPlan Investment Management
Nebraska
$405K – – –
G
837
GenTrust
Florida
$398K -$21.5M -264,137 -98%
MAG
838
MRA Advisory Group
New Jersey
$395K -$50.1K -616 -11%
ACA
839
Aptus Capital Advisors
Alabama
$395K +$367K +4,514 +1,520%
1IA
840
1620 Investment Advisors
Massachusetts
$394K -$134K -1,645 -26%
PPWP
841
Premier Path Wealth Partners
New Jersey
$393K +$168K +2,068 New
AA
842
Addison Advisors
Vermont
$392K +$176K +2,160 +82%
WSCM
843
Wellington Shields Capital Management
New York
$392K – – –
HGERS
844
Householder Group Estate & Retirement Specialist
Arizona
$389K -$21.6K -266 -5%
BF
845
BOK Financial
Oklahoma
$388K +$13.9K +171 +4%
QWM
846
Quadcap Wealth Management
Texas
$388K +$384K +4,725 New
PA
847
Pinnacle Associates
New York
$387K -$3.09K -38 -0.8%
CCM
848
Coldstream Capital Management
Washington
$386K -$2.78M -34,173 -88%
TCA
849
Transcend Capital Advisors
New Jersey
$385K -$75.1K -924 -16%
DI
850
Disciplined Investments
Oklahoma
$379K -$244 -3 -0.1%
32 33
34
35 36