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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
1001
American Institute for Advanced Investment Management
Arizona
$202K -$22.3K -270 -10%
VFG
1002
V2 Financial group
Illinois
$201K – – –
DWP
1003
Destiny Wealth Partners
Florida
$200K +$199K +2,411 New
CA
1004
Crewe Advisors
Utah
$192K -$8.27K -100 -4%
OHWP
1005
Oak Harbor Wealth Partners
North Carolina
$191K -$48.1K -581 -20%
WCAMG
1006
Woodard & Company Asset Management Group
North Carolina
$188K +$1.65K +20 +0.9%
ETS
1007
ESL Trust Services
New York
$182K +$11K +133 +6%
CF
1008
Centaurus Financial
California
$177K +$177K +2,138 New
PWAM
1009
Private Wealth Asset Management
Iowa
$174K +$136K +1,650 +367%
SWP
1010
SIMA Wealth Partners
Virginia
$170K -$2.9K -35 -2%
ADL
1011
Asset Dedication LLC
California
$169K -$5.38K -65 -3%
CB
1012
CNB Bank
Pennsylvania
$167K – – –
RWM
1013
Raffa Wealth Management
District of Columbia
$167K +$1.57K +19 +1%
RBC
1014
Roble Belko & Company
Pennsylvania
$166K +$1.32K +16 +0.8%
BOJHT
1015
Bank of Jackson Hole Trust
Wyoming
$165K – – –
GIA
1016
GHP Investment Advisors
Colorado
$161K +$42.2K +510 +36%
VC
1017
Vestor Capital
Illinois
$159K -$690K -8,337 -81%
SA
1018
Strategic Advocates
Utah
$158K +$158K +1,909 New
APW
1019
Aventura Private Wealth
Florida
$158K – – –
SWA
1020
SOA Wealth Advisors
New York
$150K -$1.65K -20 -1%
HWM
1021
Horizons Wealth Management
North Carolina
$147K -$744 -9 -0.5%
AWM
1022
Ameliora Wealth Management
Switzerland
$144K – – –
RF
1023
Robinswood Financial
Washington
$141K +$496 +6 +0.4%
RMP
1024
Richards, Merrill & Peterson
Washington
$135K – – –
LAM
1025
Lummis Asset Management
Texas
$132K – – –
39 40
41
42 43