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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
901
Wernau Asset Management
Massachusetts
$345K +$9.46K +115 +3%
IWA
902
Icon Wealth Advisors
Texas
$345K -$82.9K -1,008 -19%
SWM
903
Seed Wealth Management
Illinois
$345K +$25.1K +305 +8%
CT
904
Clearstead Trust
Maine
$345K -$658 -8 -0.2%
MOS
905
MGO One Seven
Ohio
$344K -$5.82M -70,770 -94%
LCWP
906
Legacy Capital Wealth Partners
Arkansas
$342K -$47.2K -574 -12%
EWP
907
Equity Wealth Partners
Missouri
$342K +$343K +4,171 New
JPLA
908
Joseph P. Lucia & Associates
New York
$341K -$6.08K -74 -2%
PAM
909
Parvin Asset Management
South Dakota
$341K – – –
TIA
910
Tiemann Investment Advisors
California
$341K – – –
NWMP
911
Noble Wealth Management PBC
Colorado
$341K -$102K -1,244 -23%
DWT
912
Dorsey & Whitney Trust
South Dakota
$340K -$91.7K -1,115 -21%
SFG
913
Sovereign Financial Group
Connecticut
$339K +$3.21K +39 +1%
CWP
914
Core Wealth Partners
California
$336K +$6.91K +84 +2%
NP
915
NorthRock Partners
Minnesota
$336K -$12.8K -156 -4%
WE
916
Wealth Effects
Massachusetts
$334K +$30.4K +370 +10%
CF
917
Centaurus Financial
California
$328K +$114K +1,385 +53%
MIM
918
MetLife Investment Management
New Jersey
$321K – – –
IAA
919
Independent Advisor Alliance
North Carolina
$319K -$3.65M -44,416 -92%
AO
920
Advisor OS
Illinois
$315K -$12.9K -157 -4%
CVM
921
Cheviot Value Management
California
$315K -$34K -414 -10%
GEM
922
Global Endowment Management
North Carolina
$315K -$2.97M -36,158 -90%
MKA
923
M. Kulyk & Associates
Georgia
$315K +$17.4K +212 +6%
WPWM
924
Windward Private Wealth Management
Kansas
$313K +$1.07K +13 +0.3%
SWP
925
Sagespring Wealth Partners
Tennessee
$310K -$55.3K -672 -15%
35 36
37
38 39