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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1076
Caldwell Trust
Florida
$103K – – –
TVWM
1077
Tower View Wealth Management
Wisconsin
$102K -$3.37K -41 -3%
HWM
1078
HighMark Wealth Management
Minnesota
$99.7K +$904 +11 +0.9%
RWM
1079
Raffa Wealth Management
District of Columbia
$99.5K -$68.6K -834 -41%
GCM
1080
Gables Capital Management
Florida
$98.9K -$21.8K -265 -18%
GBT
1081
Grove Bank & Trust
Florida
$98.5K – – –
CA
1082
Centerpoint Advisors
Massachusetts
$96K -$5.34K -65 -5%
HWP
1083
Highline Wealth Partners
California
$95.7K +$22.3K +271 +30%
AUB
1084
Atlantic Union Bankshares
Virginia
$92.2K +$17.7K +215 +24%
SRCM
1085
Signature Resources Capital Management
California
$91.6K – – –
TF
1086
Tompkins Financial
New York
$90.3K -$102K -1,236 -53%
GFA
1087
Godfrey Financial Associates
New York
$83.7K – – –
CJ
1088
Caitlin John
Michigan
$83.3K +$29.8K +363 +56%
OAG
1089
Oakmont Advisory Group
New Mexico
$83.3K +$83.5K +1,015 New
AIM
1090
Axiom Investment Management
New York
$82.2K – – –
SIA
1091
SkyView Investment Advisors
New Jersey
$82K +$82.2K +1,000 New
LCM
1092
Logan Capital Management
Pennsylvania
$82K +$82.1K +998 New
PWM
1093
Peck Wealth Management
New York
$73.9K -$16.4K -200 -18%
PFM
1094
Phillips Financial Management
Indiana
$73.7K -$331K -4,022 -82%
DWM
1095
Darwin Wealth Management
Florida
$70.5K +$493 +6 +0.7%
NFSG
1096
Newbridge Financial Services Group
Florida
$70.5K +$50.2K +611 +247%
HIW
1097
Holos Integrated Wealth
Pennsylvania
$65.6K -$13.1K -159 -17%
GSEP
1098
Golden State Equity Partners
California
$63.9K -$3.36M -40,861 -98%
DRS
1099
Deane Retirement Strategies
Louisiana
$61.7K -$70.8K -861 -53%
GWS
1100
Glassman Wealth Services
Virginia
$59.2K +$59.3K +721 New
42 43
44
45 46