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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
901
Prairie Advisory
Kansas
$355K +$356K +4,327 New
DCM
902
Dimension Capital Management
Florida
$353K – – –
OFS
903
OneAscent Financial Services
Alabama
$351K +$36.5K +444 +12%
GWM
904
GK Wealth Management
Nevada
$346K +$347K +4,220 New
YWS
905
Yarger Wealth Strategies
Ohio
$346K – – –
PF
906
Phoenix Financial
Israel
$346K -$3.73M -45,352 -92%
WAM
907
Wernau Asset Management
Massachusetts
$345K +$9.46K +115 +3%
IWA
908
Icon Wealth Advisors
Texas
$345K -$82.9K -1,008 -19%
SWM
909
Seed Wealth Management
Illinois
$345K +$25.1K +305 +8%
CT
910
Clearstead Trust
Maine
$345K -$658 -8 -0.2%
MOS
911
MGO One Seven
Ohio
$344K -$5.82M -70,770 -94%
LCWP
912
Legacy Capital Wealth Partners
Arkansas
$342K -$47.2K -574 -12%
EWP
913
Equity Wealth Partners
Missouri
$342K +$343K +4,171 New
JPLA
914
Joseph P. Lucia & Associates
New York
$341K -$6.08K -74 -2%
PAM
915
Parvin Asset Management
South Dakota
$341K – – –
TIA
916
Tiemann Investment Advisors
California
$341K – – –
NWMP
917
Noble Wealth Management PBC
Colorado
$341K -$102K -1,244 -23%
DWT
918
Dorsey & Whitney Trust
South Dakota
$340K -$91.7K -1,115 -21%
SFG
919
Sovereign Financial Group
Connecticut
$339K +$3.21K +39 +1%
CWP
920
Core Wealth Partners
California
$336K +$6.91K +84 +2%
NP
921
NorthRock Partners
Minnesota
$336K -$12.8K -156 -4%
WE
922
Wealth Effects
Massachusetts
$334K +$30.4K +370 +10%
CF
923
Centaurus Financial
California
$328K +$114K +1,385 +53%
MIM
924
MetLife Investment Management
New Jersey
$321K – – –
IAA
925
Independent Advisor Alliance
North Carolina
$319K -$3.65M -44,416 -92%
35 36
37
38 39