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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
226
Leonard Rickey Investment Advisors
Washington
$606K +$1.35K +27 +0.2%
9WM
227
9258 Wealth Management
Ohio
$602K -$43.9K -877 -7%
HR
228
Howe & Rusling
New York
$601K +$601K +12,000 New
CAL
229
Capital Advisors Ltd
Ohio
$600K +$150 +3 +0%
MCIA
230
Mountain Capital Investment Advisors
Colorado
$596K -$12.6M -252,246 -95%
GRP
231
Global Retirement Partners
California
$595K +$91.5K +1,827 +18%
VBFG
232
Vishria Bird Financial Group
Tennessee
$591K -$20K -400 -3%
IWS
233
Insight Wealth Strategies
California
$585K +$1.95K +39 +0.3%
MM
234
Meridian Management
Arkansas
$567K
FIA
235
Foundations Investment Advisors
Arizona
$559K +$272K +5,423 +94%
SWM
236
SigFig Wealth Management
California
$554K +$216K +4,323 +64%
MG
237
Mather Group
Illinois
$551K -$1.01M -20,199 -65%
CPIG
238
Chicago Partners Investment Group
Illinois
$539K +$159K +3,175 +42%
KeyBank National Association
239
KeyBank National Association
Ohio
$528K +$2.5K +50 +0.5%
ASN
240
Advisory Services Network
Georgia
$513K +$3.21K +64 +0.6%
TC
241
TownSquare Capital
Utah
$503K +$9.77K +195 +2%
LG
242
LaFleur & Godfrey
Michigan
$500K +$499K +9,970 New
PFGIA
243
Patriot Financial Group Insurance Agency
Massachusetts
$489K -$409K -8,169 -46%
PLFAM
244
Pineno Levin & Ford Asset Management
Virginia
$484K +$484K +9,660 New
PG
245
Patten Group
Tennessee
$473K -$58.4K -1,167 -11%
TPWA
246
TRUE Private Wealth Advisors
Oregon
$471K -$155K -3,091 -25%
AIFAIM
247
American Institute for Advanced Investment Management
Arizona
$464K +$463K +9,250 New
DC
248
Davenport & Co
Virginia
$463K +$104K +2,071 +29%
AF
249
Affiance Financial
Minnesota
$436K
M&T Bank
250
M&T Bank
New York
$427K +$24.1K +482 +6%