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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWL
851
Leo Wealth LLC
Texas
$398K +$118K +1,429 +42%
WIC
852
Woodmont Investment Counsel
Tennessee
$397K -$100K -1,214 -20%
WSCM
853
Wellington Shields Capital Management
New York
$396K – – –
TA
854
TrueWealth Advisors
Alabama
$388K +$387K +4,686 New
QP
855
Quartz Partners
New York
$387K – – –
CST
856
Charles Schwab Trust
Nevada
$385K -$117K -1,421 -23%
IWA
857
Icon Wealth Advisors
Texas
$385K +$32.9K +399 +9%
AMG
858
Asset Management Group
Connecticut
$385K +$3.63K +44 +1%
RCA
859
Resonant Capital Advisors
Wisconsin
$384K – – –
PA
860
Pinnacle Associates
New York
$384K +$2.89K +35 +0.8%
JPLA
861
Joseph P. Lucia & Associates
New York
$384K -$30.9K -374 -7%
WPWM
862
Windward Private Wealth Management
Kansas
$383K -$2.81K -34 -0.7%
DCM
863
Dimension Capital Management
Florida
$380K – – –
VAS
864
Vestmark Advisory Solutions
Massachusetts
$377K +$376K +4,549 New
FA
865
Fiduciary Alliance
South Carolina
$377K -$176K -2,132 -32%
IC
866
IEQ Capital
California
$376K -$297K -3,598 -44%
MBTD
867
Mechanics Bank - Trust Department
California
$375K -$310K -3,750 -45%
NFG
868
Norris Financial Group
South Carolina
$371K – – –
CP
869
Castleview Partners
Texas
$371K +$123K +1,490 +50%
PPW
870
Pasadena Private Wealth
California
$370K -$26.4K -320 -7%
WWM
871
Whalen Wealth Management
Nevada
$370K +$368K +4,460 New
VC
872
Vestor Capital
Illinois
$367K +$768K +9,307 +987%
BF
873
BOK Financial
Oklahoma
$365K – – –
SAM
874
Secure Asset Management
Michigan
$365K -$8.34K -101 -2%
TFM
875
Trademark Financial Management
Minnesota
$364K +$363K +4,393 New
33 34
35
36 37