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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1226
Shepherd Wealth Management
Ohio
– -$27.5M -334,883 Closed
HOWA
1227
Heritage Oak Wealth Advisors
Florida
– -$25.5M -309,201 Closed
DS
1228
DRW Securities
Illinois
– -$25.2M -304,727 Closed
MP
1229
Moment Partners
California
– -$23.8M -288,044 Closed
VCM
1230
Virtue Capital Management
Tennessee
– -$17.6M -213,578 Closed
MAM
1231
Meeder Asset Management
Ohio
– -$15.3M -184,739 Closed
MAG
1232
Members Advisory Group
New York
– -$13.3M -161,373 Closed
DF
1233
Donoghue Forlines
Massachusetts
– -$6.98M -84,477 Closed
BIP
1234
Bouvel Investment Partners
Pennsylvania
– -$6.29M -76,128 Closed
EGM
1235
Engineers Gate Manager
New York
– -$5M -60,565 Closed
IC
1236
IEQ Capital
California
– -$3.58M -43,396 Closed
Millennium Management
1237
Millennium Management
New York
– -$3.43M -41,598 Closed
ACA
1238
Arena Capital Advisors
California
– -$2.89M -35,000 Closed
W
1239
WorthPointe
California
– -$2.79M -33,730 Closed
TIM
1240
Timelo Investment Management
Ontario, Canada
– -$2.24M -27,100 Closed
PWA
1241
Perspective Wealth Advisors
Colorado
– -$2.14M -25,944 Closed
TC
1242
Town Capital
Maryland
– -$1.76M -21,255 Closed
EW
1243
Evoke Wealth
California
– -$1.54M -18,693 Closed
First Manhattan
1244
First Manhattan
New York
– -$1.53M -18,485 Closed
BP
1245
Ballentine Partners
Massachusetts
– -$1.48M -17,879 Closed
AWM
1246
Accurate Wealth Management
Florida
– -$1.17M -14,141 Closed
SW
1247
SteelPeak Wealth
California
– -$1.12M -13,624 Closed
XT
1248
XTX Topco
Cayman Islands
– -$1.06M -12,866 Closed
VWM
1249
Venturi Wealth Management
Texas
– -$974K -11,801 Closed
Calamos Advisors
1250
Calamos Advisors
Illinois
– -$972K -11,768 Closed
48 49
50
51 52