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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
976
Roundview Capital
New Jersey
$213K +$213K +2,622 New
CAWM
977
Capital Advisors Wealth Management
Washington
$212K +$212K +2,617 New
VWM
978
Valley Wealth Managers
New Jersey
$212K -$7.46K -92 -3%
CIP
979
Capital Insight Partners
Arizona
$210K -$43.6K -538 -17%
PFBT
980
Parkside Financial Bank & Trust
Missouri
$210K -$90.5K -1,115 -30%
AMIM
981
Aull & Monroe Investment Management
Alabama
$209K – – –
DTL
982
Dynamic Technology Lab
Singapore
$207K +$207K +2,552 New
SDWIA
983
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$205K +$205K +2,530 New
SWP
984
Semus Wealth Partners
Florida
$205K +$205K +2,527 New
TFS
985
Thoroughbred Financial Services
Tennessee
$204K +$204K +2,518 New
SFO
986
Stokes Family Office
Louisiana
$203K +$203K +2,501 New
BWP
987
Balboa Wealth Partners
Arizona
$203K -$64.5K -795 -24%
MFG
988
Magnus Financial Group
New York
$201K +$201K +2,479 New
DWA
989
Delos Wealth Advisors
Texas
$198K -$497K -6,122 -72%
ADL
990
Asset Dedication LLC
California
$192K -$12.8K -158 -6%
CT
991
Clearstead Trust
Maine
$192K +$66.4K +819 +53%
AIM
992
Anchor Investment Management
South Carolina
$192K -$657K -8,100 -77%
OHWP
993
Oak Harbor Wealth Partners
North Carolina
$191K – – –
GFWA
994
Grey Fox Wealth Advisors
Delaware
$171K +$171K +2,111 New
MA
995
Montag & Associates
Georgia
$166K +$20K +246 +14%
BC
996
Bartlett & Co
Ohio
$164K -$71.8K -885 -30%
BCWM
997
Bartlett & Co Wealth Management
Ohio
$164K -$71.8K -885 -30%
TFA
998
Transamerica Financial Advisors
Florida
$152K -$27.8M -342,372 -99%
SWA
999
SOA Wealth Advisors
New York
$151K +$1.05K +13 +0.7%
CAM
1000
Caprin Asset Management
Virginia
$150K +$150K +1,846 New
38 39
40
41 42