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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
226
Client 1st Advisory Group
Florida
$557K -$686K -13,685 -55%
PFT
227
Providence First Trust
Arizona
$557K -$73.5K -1,465 -12%
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$544K +$214K +4,261 +65%
PLFAM
229
Pineno Levin & Ford Asset Management
Virginia
$540K +$55.2K +1,100 +11%
BL
230
Balentine LLC
Georgia
$540K +$540K +10,766 New
IWS
231
Insight Wealth Strategies
California
$526K -$59.7K -1,191 -10%
KeyBank National Association
232
KeyBank National Association
Ohio
$519K -$10K -200 -2%
LGA
233
Lebenthal Global Advisors
New York
$506K +$506K +10,100 New
CAM
234
Cidel Asset Management
Ontario, Canada
$502K
TC
235
TownSquare Capital
Utah
$498K -$5.92K -118 -1%
WA
236
Wealth Alliance
New York
$467K +$67.6K +1,348 +17%
NF
237
Nikulski Financial
Iowa
$456K +$65.5K +1,307 +17%
AWE
238
Avidian Wealth Enterprises
Texas
$452K -$173K -3,448 -28%
MWM
239
Midwest Wealth Management
Indiana
$452K +$451K +9,000 New
APWA
240
Atlas Private Wealth Advisors
New Jersey
$434K +$83.7K +1,670 +24%
GWAM
241
Guardian Wealth Advisors (Minnesota)
Minnesota
$434K +$434K +8,660 New
HPC
242
Hobart Private Capital
North Carolina
$433K -$2.98M -59,443 -87%
PFGIA
243
Patriot Financial Group Insurance Agency
Massachusetts
$433K -$56.8K -1,132 -12%
Creative Planning
244
Creative Planning
Kansas
$433K +$115K +2,288 +36%
TFA
245
Teamwork Financial Advisors
Texas
$431K -$183K -3,651 -30%
CAM
246
Concorde Asset Management
Michigan
$425K -$1.38M -27,487 -78%
DC
247
Davenport & Co
Virginia
$423K -$40.8K -813 -9%
FTUS
248
Flow Traders U.S.
New York
$412K -$581K -11,595 -59%
KNW
249
Kesler Norman & Wride
Utah
$406K +$406K +8,098 New
9WM
250
9258 Wealth Management
Ohio
$403K -$199K -3,973 -33%