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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1051
Gerber Kawasaki Wealth & Investment Management
California
$178K +$178K +2,165 New
GIA
1052
GHP Investment Advisors
Colorado
$175K +$16K +195 +10%
RMP
1053
Richards, Merrill & Peterson
Washington
$170K – – –
PWAM
1054
Private Wealth Asset Management
Iowa
$168K – – –
NB
1055
NBH Bank
Colorado
$168K +$168K +2,049 New
FF
1056
Frankly Finances
Florida
$158K +$158K +1,920 New
SWA
1057
SOA Wealth Advisors
New York
$152K +$1.32K +16 +0.9%
TCM
1058
Triumph Capital Management
Colorado
$145K -$8.3K -101 -5%
NAC
1059
NI Acquisitions Company
Pennsylvania
$143K +$143K +1,736 New
AWM
1060
Ameliora Wealth Management
Switzerland
$142K – – –
RF
1061
Robinswood Financial
Washington
$139K – – –
APW
1062
Aventura Private Wealth
Florida
$135K – – –
CFM
1063
Compass Financial Management
Florida
$132K +$133K +1,612 New
LAM
1064
Lummis Asset Management
Texas
$131K – – –
1IA
1065
1620 Investment Advisors
Massachusetts
$130K -$101K -1,230 -44%
FF
1066
Finley Financial
Nevada
$126K – – –
BA
1067
Blueline Advisors
New Hampshire
$123K -$78K -949 -39%
RA
1068
Rational Advisors
New York
$120K -$640K -7,780 -84%
FNWA
1069
Financial Network Wealth Advisors
Utah
$119K +$65.4K +795 +122%
CWM
1070
Copia Wealth Management
Oregon
$117K – – –
WSFS
1071
Wilmington Savings Fund Society
Delaware
$117K +$26.9K +327 +30%
DJSG
1072
D.J. St. Germain
Massachusetts
$117K +$39.1K +476 +50%
EP
1073
Essential Partners
California
$113K -$4.44K -54 -4%
SWP
1074
SIMA Wealth Partners
Virginia
$107K -$26.3K -320 -20%
PFBT
1075
Parkside Financial Bank & Trust
Missouri
$103K – – –
41 42
43
44 45