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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
226
Brinker Capital Investments
Pennsylvania
$423K -$117K -2,330 -22%
AW
227
ACG Wealth
Georgia
$401K – – –
FHA
228
Flagship Harbor Advisors
Massachusetts
$401K – – –
HB
229
Homrich & Berg
Georgia
$398K -$2.91K -58 -0.7%
PA
230
Parallel Advisors
California
$397K -$55K -1,096 -12%
CWA
231
Clearview Wealth Advisors
Oregon
$397K +$652 +13 +0.2%
FCA
232
FLC Capital Advisors
California
$393K -$94.5K -1,885 -19%
AFS
233
Access Financial Services
Minnesota
$393K -$90.8K -1,811 -19%
FCM
234
Firestone Capital Management
Florida
$393K – – –
FA
235
Fortis Advisors
Pennsylvania
$393K +$752 +15 +0.2%
TI
236
Tidal Investments
Wisconsin
$390K +$351 +7 +0.1%
NWM
237
Northwest Wealth Management
Iowa
$387K – – –
USCWA
238
U.S. Capital Wealth Advisors
Texas
$387K +$387K +7,713 New
SG
239
Somerset Group
Minnesota
$383K – – –
SWM
240
Sugarloaf Wealth Management
Georgia
$382K +$8.97K +179 +2%
JWA
241
JFS Wealth Advisors
Pennsylvania
$382K +$382K +7,624 New
MM
242
Main Management
California
$381K – – –
WA
243
Wealth Alliance
New York
$375K -$8.17K -163 -2%
MFS
244
Madrona Financial Services
Washington
$359K – – –
TSS
245
Two Sigma Securities
New York
$349K +$349K +6,964 New
SAM
246
Strategy Asset Managers
California
$343K -$40.4K -806 -11%
BA
247
Bellwether Advisors
Nebraska
$335K – – –
MIH
248
Meitav Investment House
Israel
$335K +$10.5K +210 +3%
NCM
249
Next Capital Management
New York
$330K +$30K +598 +10%
PK
250
Pflug Koory
Nebraska
$328K – – –
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