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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
226
Keystone Wealth Services
California
$489K +$490K +9,789 New
CWS
227
Cypress Wealth Services
California
$485K -$246K -4,917 -34%
TP
228
Tranquility Partners
Tennessee
$485K -$32.6K -652 -6%
FHA
229
Flagship Harbor Advisors
Massachusetts
$470K +$71.5K +1,429 +18%
JSW
230
Journey Strategic Wealth
New Jersey
$455K +$455K +9,100 New
VC
231
Vicus Capital
Pennsylvania
$454K +$600 +12 +0.1%
MM
232
Meridian Management
Arkansas
$448K – – –
IWC
233
Integrated Wealth Concepts
Massachusetts
$429K -$1.29M -25,826 -75%
VW
234
Vance Wealth
California
$427K +$427K +8,543 New
FCA
235
FLC Capital Advisors
California
$416K +$25.2K +504 +6%
ACP
236
Aveo Capital Partners
Colorado
$403K +$88.7K +1,774 +28%
AW
237
ACG Wealth
Georgia
$400K – – –
AR
238
Apeiron RIA
Texas
$397K +$397K +7,945 New
PA
239
Parallel Advisors
California
$396K +$150 +3 +0%
FA
240
Fortis Advisors
Pennsylvania
$392K +$800 +16 +0.2%
NWM
241
Northwest Wealth Management
Iowa
$392K +$6.5K +130 +2%
CWA
242
Clearview Wealth Advisors
Oregon
$390K -$5.45K -109 -1%
TI
243
Tidal Investments
Wisconsin
$389K +$400 +8 +0.1%
USCWA
244
U.S. Capital Wealth Advisors
Texas
$385K – – –
SG
245
Somerset Group
Minnesota
$382K – – –
JWA
246
JFS Wealth Advisors
Pennsylvania
$381K – – –
SWM
247
Sugarloaf Wealth Management
Georgia
$381K +$400 +8 +0.1%
MM
248
Main Management
California
$379K – – –
WA
249
Wealth Alliance
New York
$368K -$5.1K -102 -1%
MFS
250
Madrona Financial Services
Washington
$356K -$750 -15 -0.2%
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