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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIIMS
851
Analyst IMS Investment Management Services
Israel
$435K +$436K +5,298 New
FWM
852
Fonville Wealth Management
Virginia
$435K -$21K -255 -5%
SAM
853
Synergy Asset Management
Washington
$430K +$90K +1,094 +26%
PP
854
Postrock Partners
Oregon
$426K – – –
KFG
855
Kelly Financial Group
Connecticut
$426K -$18.7K -227 -4%
CSC
856
Caldwell Sutter Capital
California
$425K -$25.6K -311 -6%
PWG
857
Portside Wealth Group
Utah
$424K +$166K +2,018 +64%
TWP
858
Triad Wealth Partners
Kansas
$418K +$421K +5,118 New
AWAU
859
Alliance Wealth Advisors (Utah)
Utah
$418K +$82.9K +1,008 +25%
NSIM
860
North Star Investment Management
Illinois
$416K -$8.06K -98 -2%
CST
861
Charles Schwab Trust
Nevada
$414K +$59.1K +719 +17%
S
862
SignatureFD
Georgia
$413K +$414K +5,035 New
BWAM
863
Boyd Watterson Asset Management
Ohio
$411K – – –
NDBT
864
North Dallas Bank & Trust
Texas
$411K +$164K +2,000 +67%
TAM
865
TCP Asset Management
Ohio
$407K -$74K -900 -15%
WAM
866
WNY Asset Management
New York
$404K +$77.5K +942 +24%
AT
867
American Trust
Kentucky
$402K +$2.8K +34 +0.7%
MMA
868
Mizuho Markets Americas
New York
$401K -$1.73M -21,000 -81%
PCFFS
869
Pacific Center for Financial Services
California
$401K +$201K +2,441 +100%
IJWM
870
Inman Jager Wealth Management
Mississippi
$400K – – –
LDB
871
Lee, Danner & Bass
Tennessee
$399K – – –
OFW
872
Omnia Family Wealth
Florida
$398K -$41.8K -508 -9%
TL
873
Tradewinds LLC
North Carolina
$395K +$137K +1,664 New
UB
874
Umpqua Bank
Oregon
$395K +$90K +1,095 +29%
RFG
875
Range Financial Group
Oregon
$393K +$104K +1,263 +36%
33 34
35
36 37