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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
851
Forum Private Client Group
Indiana
$414K -$79.4K -958 -16%
NWM
852
Northcape Wealth Management
New York
$413K +$1.08K +13 +0.3%
WT
853
Whittier Trust
California
$412K – – –
PFM
854
Phillips Financial Management
Indiana
$411K – – –
LDB
855
Lee, Danner & Bass
Tennessee
$411K – – –
PEWA
856
Pacific Excel Wealth Advisors
California
$405K +$405K +4,887 New
HFS
857
Howard Financial Services
Texas
$404K -$88.4K -1,066 -18%
IJWM
858
Inman Jager Wealth Management
Mississippi
$403K – – –
GFG
859
Goldstone Financial Group
Illinois
$403K +$85.4K +1,030 +27%
CT
860
Clearstead Trust
Maine
$399K -$215K -2,598 -35%
TWCA
861
Two West Capital Advisors
Kansas
$398K +$47.6K +574 +14%
SLG
862
Stanley-Laman Group
Pennsylvania
$397K +$70.5K +851 +22%
WSCM
863
Wellington Shields Capital Management
New York
$395K – – –
SAM
864
Synergy Asset Management
Washington
$395K -$2.03M -24,450 -84%
AWAG
865
ARS Wealth Advisors Group
Florida
$395K -$27.9K -337 -7%
LCWP
866
Legacy Capital Wealth Partners
Arkansas
$393K -$10.5K -127 -3%
EFG
867
Ethos Financial Group
Pennsylvania
$392K -$104K -1,258 -21%
WC
868
Whitney & Co
New York
$391K +$391K +4,719 New
CST
869
Charles Schwab Trust
Nevada
$389K +$1.33K +16 +0.3%
IIM
870
IFC & Insurance Marketing
California
$389K +$390K +4,702 New
WWM
871
Whalen Wealth Management
Nevada
$389K -$912 -11 -0.2%
TA
872
TrueWealth Advisors
Alabama
$388K – – –
AMG
873
Asset Management Group
Connecticut
$387K -$580 -7 -0.1%
QP
874
Quartz Partners
New York
$387K – – –
BPW
875
BlueDoor Private Wealth
Massachusetts
$385K +$385K +4,643 New
33 34
35
36 37