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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
976
Ridgewood Investments
New Jersey
$252K -$18.9K -229 -7%
WWG
977
West Wealth Group
California
$251K +$38.6K +468 +18%
AAG
978
Armstrong Advisory Group
Massachusetts
$249K +$249K +3,010 New
CWP
979
Core Wealth Partners
California
$249K +$248K +3,000 New
CPA
980
Cardiff Park Advisors
California
$249K – – –
BA
981
Ballast Advisors
Minnesota
$243K -$4.62K -56 -2%
CAS
982
Coppell Advisory Solutions
Texas
$242K -$1.29M -15,639 -84%
IC
983
Inscription Capital
Texas
$241K -$549K -6,650 -70%
W
984
Wealthquest
Ohio
$241K +$5.53K +67 +2%
DI
985
Disciplined Investments
Oklahoma
$240K – – –
OHWP
986
Oak Harbor Wealth Partners
North Carolina
$239K -$90.8K -1,100 -28%
MCCP
987
Mission Creek Capital Partners
California
$237K +$330 +4 +0.1%
LAM
988
Lewis Asset Management
California
$235K +$3.96K +48 +2%
LGWM
989
Litman Gregory Wealth Management
California
$234K +$234K +2,830 New
PA
990
Probity Advisors
Texas
$234K -$211K -2,561 -48%
RFA
991
Resurgent Financial Advisors
Georgia
$232K +$231K +2,803 New
CIAS
992
CFS Investment Advisory Services
New Jersey
$232K +$231K +2,800 New
GSWA
993
Good Steward Wealth Advisors
Tennessee
$232K -$378K -4,584 -62%
OFW
994
Omnia Family Wealth
Florida
$232K +$7.26K +88 +3%
CNBOF
995
City National Bank of Florida
Florida
$230K -$464K -5,625 -67%
AIP
996
Ameritas Investment Partners
Nebraska
$229K +$908 +11 +0.4%
SLC
997
Second Line Capital
Louisiana
$229K +$11.6K +140 +5%
HW
998
Hamilton Wealth
California
$228K -$118K -1,425 -34%
MSWMA
999
Market Street Wealth Management Advisors
Indiana
$228K +$826 +10 +0.4%
HAS
1000
HBW Advisory Services
California
$227K -$7.35K -89 -3%
38 39
40
41 42