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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
926
Finer Wealth Management
Massachusetts
$260K -$50.2K -617 -16%
NC
927
Napatree Capital
Rhode Island
$255K +$253K +3,110 New
HI
928
Harbour Investments
Wisconsin
$255K +$60.2K +741 +31%
CT
929
Clearstead Trust
Maine
$254K +$25.4K +313 +11%
KCM
930
KM Capital Management
Texas
$254K – – –
JWM
931
Jessup Wealth Management
Ohio
$251K -$222K -2,732 -47%
IHL
932
Investment House LLC
California
$251K -$12K -148 -5%
RL
933
Rogco LP
Oklahoma
$250K – – –
FA
934
FDx Advisors
Illinois
$250K +$247K +3,044 New
GC
935
Guidance Capital
Kentucky
$248K -$16.6K -204 -6%
FAG
936
Fortitude Advisory Group
Washington
$248K +$246K +3,024 New
SAMC
937
Spectrum Asset Management (California)
California
$246K -$95.5K -1,175 -28%
HNWAG
938
High Net Worth Advisory Group
Florida
$246K -$23.9K -294 -9%
CPA
939
Cardiff Park Advisors
California
$246K – – –
GA
940
GFS Advisors
Texas
$246K -$24.4K -300 -9%
SFG
941
Sunburst Financial Group
Alabama
$243K – – –
TWP
942
Tempus Wealth Planning
California
$243K -$92K -1,132 -28%
WP
943
WMS Partners
Maryland
$243K +$241K +2,959 New
AR
944
Advisory Research
Illinois
$242K +$2.44K +30 +1%
TWP
945
Tyche Wealth Partners
Texas
$241K +$239K +2,936 New
TCM
946
Towneley Capital Management
California
$240K +$238K +2,929 New
BFA
947
Bragg Financial Advisors
North Carolina
$238K – – –
KA
948
Kure Advisory
Minnesota
$237K +$235K +2,892 New
VVP
949
Venture Visionary Partners
Ohio
$237K +$235K +2,891 New
WC
950
Whitney & Co
New York
$237K -$1.15M -14,110 -83%
36 37
38
39 40