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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
951
Rossby Financial
Florida
$239K -$99.6K -1,204 -29%
LAM
952
Lewis Asset Management
California
$239K +$3.81K +46 +2%
CPRC
953
Consolidated Portfolio Review Corp
New York
$238K +$237K +2,861 New
BW
954
BIP Wealth
Georgia
$238K +$237K +2,864 New
BA
955
Ballast Advisors
Minnesota
$236K -$7.03K -85 -3%
MCCP
956
Mission Creek Capital Partners
California
$235K -$2.48K -30 -1%
LGWM
957
Litman Gregory Wealth Management
California
$235K – – –
TCOV
958
Trust Company of Vermont
Vermont
$235K +$21K +254 +10%
1IA
959
1620 Investment Advisors
Massachusetts
$234K -$79.1K -956 -25%
PCS
960
Private Client Services
Kentucky
$233K -$302K -3,656 -57%
MSWMA
961
Market Street Wealth Management Advisors
Indiana
$232K +$3.97K +48 +2%
SW
962
SteelPeak Wealth
California
$230K +$230K +2,777 New
HW
963
Hamilton Wealth
California
$229K – – –
RC
964
Rovin Capital
Arizona
$228K -$956K -11,555 -81%
WCWM
965
Willow Creek Wealth Management
California
$227K – – –
TA
966
TruWealth Advisors
Louisiana
$225K +$11.1K +134 +5%
GC
967
GatePass Capital
Ohio
$224K -$579K -7,003 -72%
PFBT
968
Parkside Financial Bank & Trust
Missouri
$224K +$118K +1,432 +113%
HAS
969
HBW Advisory Services
California
$224K -$3.31K -40 -1%
BFA
970
Beacon Financial Advisory
Ohio
$222K -$287K -3,471 -56%
IC
971
Inscription Capital
Texas
$222K -$18.6K -225 -8%
PA
972
Probity Advisors
Texas
$221K -$12.7K -154 -5%
SI
973
SimpliFi Inc
California
$220K +$219K +2,652 New
HH
974
Hilltop Holdings
Texas
$217K -$131K -1,588 -38%
EA
975
Ergawealth Advisors
Illinois
$217K +$216K +2,611 New
37 38
39
40 41