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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1201
Gibbs Wealth Management
Georgia
– -$418K -5,048 Closed
BFA
1202
Beaumont Financial Advisors
Massachusetts
– -$402K -4,854 Closed
LWL
1203
Leo Wealth LLC
Texas
– -$398K -4,798 Closed
IC
1204
IEQ Capital
California
– -$376K -4,537 Closed
MBTD
1205
Mechanics Bank - Trust Department
California
– -$375K -4,530 Closed
UAG
1206
United Advisor Group
Ohio
– -$357K -4,303 Closed
HIS
1207
Harvest Investment Services
Illinois
– -$339K -4,089 Closed
NCM
1208
New Capital Management
Texas
– -$331K -4,000 Closed
PIA
1209
Pinion Investment Advisors
Kansas
– -$331K -3,996 Closed
LSA
1210
Lion Street Advisors
Texas
– -$326K -3,940 Closed
BJL
1211
Brighton Jones LLC
Washington
– -$317K -3,820 Closed
OFO
1212
OneAscent Family Office
Alabama
– -$298K -3,602 Closed
SCM
1213
SOL Capital Management
Maryland
– -$287K -3,467 Closed
1IA
1214
1834 Investment Advisors
Wisconsin
– -$287K -3,465 Closed
CCM
1215
Crabel Capital Management
California
– -$284K -3,425 Closed
SIM
1216
Seaview Investment Managers
Florida
– -$273K -3,291 Closed
CB
1217
Cadence Bank
Mississippi
– -$261K -3,150 Closed
VFG
1218
Valley Financial Group
Pennsylvania
– -$259K -3,122 Closed
C1AG
1219
Client 1st Advisory Group
Florida
– -$257K -3,101 Closed
W
1220
Wealthquest
Ohio
– -$241K -2,904 Closed
DI
1221
Disciplined Investments
Oklahoma
– -$240K -2,900 Closed
DWA
1222
Davis Wealth Advisors
New Hampshire
– -$237K -2,858 Closed
RFA
1223
Resurgent Financial Advisors
Georgia
– -$232K -2,803 Closed
CIAS
1224
CFS Investment Advisory Services
New Jersey
– -$232K -2,800 Closed
GSWA
1225
Good Steward Wealth Advisors
Tennessee
– -$232K -2,796 Closed
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