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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
226
Patten Group
Tennessee
$650K -$39.5K -792 -6%
AAS
227
Avantax Advisory Services
Texas
$648K +$663K +13,318 New
AWM
228
Alterna Wealth Management
Texas
$643K -$12.1K -242 -2%
Koshinski Asset Management
229
Koshinski Asset Management
Illinois
$639K -$360K -7,226 -35%
PFT
230
Providence First Trust
Arizona
$639K +$416K +8,360 +174%
NEIRG
231
New England Investment & Retirement Group
Massachusetts
$627K -$15.1K -304 -2%
LAS
232
Lloyd Advisory Services
Georgia
$624K +$11.3K +226 +2%
9WM
233
9258 Wealth Management
Ohio
$624K +$32.7K +656 +5%
FNT
234
First National Trust
Pennsylvania
$617K
SW
235
SlateStone Wealth
Florida
$598K
MM
236
Meridian Management
Arkansas
$585K
LRIA
237
Leonard Rickey Investment Advisors
Washington
$582K +$598K +12,000 New
CAL
238
Capital Advisors Ltd
Ohio
$581K +$116K +2,335 +24%
WI
239
Wintrust Investments
Illinois
$576K -$92.4K -1,855 -13%
VBFG
240
Vishria Bird Financial Group
Tennessee
$566K -$2.09M -41,956 -78%
LFAS
241
Level Four Advisory Services
Texas
$560K +$36.6K +735 +7%
IC
242
IEQ Capital
California
$542K +$2.19K +44 +0.4%
TI
243
Tidal Investments
Wisconsin
$520K -$1.36M -27,238 -72%
EWM
244
Edge Wealth Management
New York
$517K +$194K +3,899 +58%
FCA
245
FLC Capital Advisors
California
$507K +$520K +10,444 New
SCM
246
SOL Capital Management
Maryland
$506K -$101K -2,020 -16%
EWA
247
EP Wealth Advisors
California
$503K -$25.6K -514 -5%
KeyBank National Association
248
KeyBank National Association
Ohio
$501K -$324K -6,511 -39%
SAM
249
Strategy Asset Managers
California
$498K -$200K -4,024 -28%
PIMG
250
Patriot Investment Management Group
Tennessee
$498K -$57.9K -1,163 -10%