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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
826
Whalen Wealth Management
Nevada
$390K +$20K +242 +5%
FFG
827
Fortem Financial Group
California
$390K -$271K -3,282 -41%
TA
828
TrueWealth Advisors
Alabama
$389K – – –
AMG
829
Asset Management Group
Connecticut
$389K +$3.64K +44 +0.9%
CST
830
Charles Schwab Trust
Nevada
$388K +$2.81K +34 +0.7%
QP
831
Quartz Partners
New York
$388K – – –
PA
832
Pinnacle Associates
New York
$386K +$2.15K +26 +0.6%
IWA
833
Icon Wealth Advisors
Texas
$385K +$331 +4 +0.1%
RCA
834
Resonant Capital Advisors
Wisconsin
$385K – – –
MWM
835
Mission Wealth Management
California
$383K -$256K -3,091 -40%
DCM
836
Dimension Capital Management
Florida
$380K – – –
JPLA
837
Joseph P. Lucia & Associates
New York
$376K -$8.02K -97 -2%
WPWM
838
Windward Private Wealth Management
Kansas
$374K -$10.2K -123 -3%
NFG
839
Norris Financial Group
South Carolina
$372K – – –
NG
840
Novem Group
New York
$370K +$22.9K +277 +7%
SAM
841
Secure Asset Management
Michigan
$366K +$2.07K +25 +0.6%
BF
842
BOK Financial
Oklahoma
$366K – – –
CFA
843
Cahill Financial Advisors
Minnesota
$363K +$362K +4,376 New
TFM
844
Trademark Financial Management
Minnesota
$358K -$6.12K -74 -2%
SWM
845
Stapp Wealth Management
Washington
$355K – – –
CAG
846
Csenge Advisory Group
Florida
$353K -$1.55M -18,762 -82%
TWCA
847
Two West Capital Advisors
Kansas
$351K +$4.38K +53 +1%
WDC
848
Woodward Diversified Capital
California
$351K -$2.48K -30 -0.7%
YWS
849
Yarger Wealth Strategies
Ohio
$350K – – –
MGIA
850
Moneta Group Investment Advisors
Missouri
$350K -$81.1K -981 -19%
32 33
34
35 36