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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
1201
Vision Retirement
New Jersey
$821 – – –
CAIM
1202
Catherine Avery Investment Management
Florida
$657 +$658 +8 New
TWM
1203
Topsail Wealth Management
North Carolina
$411 – – –
DF
1204
Dunhill Financial
United Kingdom
$410 +$164 +2 +67%
TFA
1205
Toth Financial Advisory
Virginia
$329 – – –
RWM
1206
RMG Wealth Management
Wisconsin
$328 +$329 +4 New
Q1WB
1207
Quest 10 Wealth Builders
Virginia
$246 – – –
ACA
1208
American Capital Advisory
Idaho
$90 – – –
FGC
1209
Financial Gravity Companies
Texas
$82 +$82 +1 New
RCM
1210
Raleigh Capital Management
North Carolina
$78 -$1.85M -22,468 -100%
CIAS
1211
CBIZ Investment Advisory Services
Ohio
$5 – – –
MSCM
1212
McElhenny Sheffield Capital Management
Texas
– -$87.9M -1,065,147 Closed
GG
1213
GenWealth Group
New Jersey
– -$82.3M -996,294 Closed
TWM
1214
Tanglewood Wealth Management
Texas
– -$77M -932,323 Closed
TH
1215
Transmarket Holdings
Illinois
– -$76.4M -924,845 Closed
MMC
1216
Mizuho Markets Cayman
Cayman Islands
– -$53.7M -650,000 Closed
HOWA
1217
Heritage Oak Wealth Advisors
Florida
– -$25.5M -309,201 Closed
DS
1218
DRW Securities
Illinois
– -$25.2M -304,727 Closed
MP
1219
Moment Partners
California
– -$23.8M -288,044 Closed
VCM
1220
Virtue Capital Management
Tennessee
– -$17.6M -213,578 Closed
MAM
1221
Meeder Asset Management
Ohio
– -$15.3M -184,739 Closed
MAG
1222
Members Advisory Group
New York
– -$13.3M -161,373 Closed
DF
1223
Donoghue Forlines
Massachusetts
– -$6.98M -84,477 Closed
BIP
1224
Bouvel Investment Partners
Pennsylvania
– -$6.29M -76,128 Closed
EGM
1225
Engineers Gate Manager
New York
– -$5M -60,565 Closed
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