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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1101
Hollencrest Capital Management
California
$3.03K – – –
MBFW
1102
Morton Brown Family Wealth
Pennsylvania
$2.78K +$2.78K +34 New
PO
1103
Private Ocean
California
$2.54K -$9.17K -112 -78%
CFO
1104
Colony Family Offices
North Carolina
$1.8K +$1.8K +22 New
IF
1105
Integrity Financial
Wyoming
$1.64K – – –
OLVIG
1106
Oliver Lagore Vanvalin Investment Group
Michigan
$1.32K -$12K -147 -90%
TAM
1107
Townsend Asset Management
North Carolina
$900 – – –
KFS
1108
Kelly Financial Services
Massachusetts
$726 -$327 -4 -31%
FWP
1109
FAS Wealth Partners
Kansas
$270 -$2.29K -28 -90%
GWANC
1110
Guardian Wealth Advisors (North Carolina)
North Carolina
$47 -$70.1K -857 -100%
CWM
1111
Curi Wealth Management
North Carolina
– -$47.9M -584,098 Closed
RAG
1112
RIA Advisory Group
Iowa
– -$43.8M -436,673 Closed
SAS
1113
SMI Advisory Services
Indiana
– -$22.5M -273,946 Closed
CFC
1114
Client First Capital
California
– -$21.3M -259,505 Closed
OMC
1115
Old Mission Capital
Illinois
– -$17.9M -218,322 Closed
BHWA
1116
Beacon Harbor Wealth Advisors
Virginia
– -$11.5M -140,340 Closed
WA
1117
Win Advisors
Florida
– -$10.7M -129,956 Closed
WAM
1118
Worth Asset Management
Texas
– -$9.94M -121,204 Closed
RSWM
1119
Robertson Stephens Wealth Management
California
– -$8.79M -107,161 Closed
AWA
1120
Arete Wealth Advisors
Illinois
– -$4.85M -59,158 Closed
AIC
1121
Anthracite Investment Company
Texas
– -$3.49M -42,500 Closed
HT
1122
Headlands Technologies
Illinois
– -$2.7M -32,970 Closed
RC
1123
Rovin Capital
Arizona
– -$2.54M -30,951 Closed
GBWM
1124
Granite Bay Wealth Management
New Hampshire
– -$2.2M -27,072 Closed
RBCM
1125
Raub Brock Capital Management
California
– -$1.94M -23,605 Closed
43 44
45
46 47