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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
W
976
Wealthquest
Ohio
$235K +$233K +2,837 New
HAS
977
HBW Advisory Services
California
$234K -$12.3K -149 -5%
LAM
978
Lewis Asset Management
California
$230K +$3.04K +37 +1%
SW
979
SteelPeak Wealth
California
$228K -$142K -1,728 -39%
AIP
980
Ameritas Investment Partners
Nebraska
$228K -$14.9K -181 -6%
MSWMA
981
Market Street Wealth Management Advisors
Indiana
$227K +$3.95K +48 +2%
MGIA
982
Moneta Group Investment Advisors
Missouri
$226K -$195K -2,367 -46%
WCWM
983
Willow Creek Wealth Management
California
$226K – – –
GVCM
984
Global View Capital Management
Wisconsin
$225K -$10.1M -122,996 -98%
FA
985
FSA Advisors
Michigan
$225K +$224K +2,721 New
PIA
986
Perennial Investment Advisors
California
$224K +$223K +2,711 New
OFW
987
Omnia Family Wealth
Florida
$224K +$223K +2,706 New
AIFAIM
988
American Institute for Advanced Investment Management
Arizona
$223K +$222K +2,700 New
GC
989
Grimes & Company
Massachusetts
$222K +$12K +146 +6%
SFG
990
Sovereign Financial Group
Connecticut
$222K +$1.15K +14 +0.5%
GCA
991
Greenwood Capital Associates
South Carolina
$221K -$81.4K -990 -27%
CWM
992
Copia Wealth Management
Oregon
$219K +$28.5K +347 +15%
FLA
993
Financial Life Advisors
Texas
$218K +$217K +2,634 New
SLC
994
Second Line Capital
Louisiana
$217K +$215K +2,618 New
SAI
995
Savvy Advisors Inc
New York
$215K +$213K +2,595 New
WWG
996
West Wealth Group
California
$212K +$211K +2,571 New
TA
997
TruWealth Advisors
Louisiana
$209K -$36.3K -441 -15%
PWW
998
Pettyjohn Wood & White
Virginia
$209K – – –
WB
999
Webster Bank
Connecticut
$208K +$32.1K +390 +18%
BIA
1000
Bigelow Investment Advisors
Maine
$207K +$206K +2,505 New
38 39
40
41 42