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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
226
Certified Advisory Corp
Florida
$770K +$18.8K +374 +3%
HB
227
Homrich & Berg
Georgia
$767K +$767K +15,260 New
NF
228
Nikulski Financial
Iowa
$761K +$93.5K +1,860 +14%
IFWM
229
Institute for Wealth Management
Colorado
$753K – – –
SAM
230
Strategy Asset Managers
California
$718K +$718K +14,283 New
I
231
INVST
Indiana
$716K -$125K -2,486 -15%
VWM
232
Venturi Wealth Management
Texas
$714K -$629K -12,507 -47%
PG
233
Patten Group
Tennessee
$713K +$358K +7,119 +101%
FA
234
FDx Advisors
Illinois
$697K -$669K -13,302 -49%
AWM
235
Altium Wealth Management
New York
$696K +$13.4K +266 +2%
CONA
236
Capital One National Association
New York
$696K +$697K +13,861 New
WI
237
Wintrust Investments
Illinois
$690K -$130K -2,589 -16%
AWM
238
Alterna Wealth Management
Texas
$679K -$297K -5,904 -30%
PAMG
239
Patton Albertson Miller Group
Tennessee
$678K +$397K +7,895 +141%
LI
240
LVZ Inc
Michigan
$672K +$99.7K +1,982 +17%
JWCA
241
J.W. Cole Advisors
Florida
$671K +$672K +13,358 New
NEIRG
242
New England Investment & Retirement Group
Massachusetts
$665K +$1.91K +38 +0.3%
AWE
243
Avidian Wealth Enterprises
Texas
$645K +$65.5K +1,303 +11%
FNT
244
First National Trust
Pennsylvania
$639K – – –
LAS
245
Lloyd Advisory Services
Georgia
$635K +$636K +12,637 New
SCM
246
SOL Capital Management
Maryland
$626K +$7.54K +150 +1%
SW
247
SlateStone Wealth
Florida
$620K – – –
PCG
248
Private Capital Group
Connecticut
$610K -$311K -6,193 -34%
AF
249
Affiance Financial
Minnesota
$607K -$300K -5,975 -33%
MM
250
Meridian Management
Arkansas
$606K – – –
8 9
10
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