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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
951
Silverleafe Capital Partners
Tennessee
$243K – – –
LCGC
952
Legacy Capital Group California
California
$241K +$240K +2,939 New
HWM
953
HB Wealth Management
Georgia
$241K – – –
NWA
954
Navis Wealth Advisors
New York
$240K +$238K +2,920 New
BFA
955
Bragg Financial Advisors
North Carolina
$239K – – –
GL
956
Graypoint LLC
New York
$237K +$235K +2,889 New
TFA
957
Triad Financial Advisors
North Carolina
$236K +$13.3K +163 +6%
CFP
958
Catalyst Financial Partners
Massachusetts
$235K +$233K +2,855 New
CIP
959
Capital Insight Partners
Arizona
$232K +$18.6K +228 +9%
WP
960
WealthSpring Partners
California
$231K +$652 +8 +0.3%
SC
961
Solstein Capital
California
$230K -$38.5K -472 -14%
LOPW
962
Live Oak Private Wealth
North Carolina
$228K -$2.16M -26,489 -91%
VWM
963
Valley Wealth Managers
New Jersey
$228K +$12.8K +157 +6%
AWA
964
Amplius Wealth Advisors
Pennsylvania
$227K +$225K +2,765 New
SW
965
SlateStone Wealth
Florida
$227K +$226K +2,767 New
MW
966
Marcum Wealth
Ohio
$227K -$240K -2,942 -52%
SCI
967
Stableford Capital II
Arizona
$225K +$226K +2,770 New
TA
968
TrueWealth Advisors
Alabama
$223K -$8.48K -104 -4%
SHWM
969
Silicon Hills Wealth Management
Texas
$220K -$1.04M -12,722 -83%
1IA
970
1834 Investment Advisors
Wisconsin
$217K +$216K +2,644 New
CTFG
971
Capstone Triton Financial Group
Oklahoma
$216K – – –
HCM
972
Highview Capital Management
Illinois
$212K -$63.2K -775 -23%
AMIM
973
Aull & Monroe Investment Management
Alabama
$211K – – –
WC
974
Westwind Capital
New Mexico
$208K +$206K +2,528 New
TFS
975
Thoroughbred Financial Services
Tennessee
$207K +$815 +10 +0.4%
37 38
39
40 41