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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
226
Vicus Capital
Pennsylvania
$412K -$37.4K -756 -8%
WC
227
Whitney & Co
New York
$404K -$83.9K -1,697 -17%
LNWWM
228
Laird Norton Wetherby Wealth Management
California
$397K – – –
NCM
229
NCM Capital Management
New Jersey
$394K -$4.99K -101 -1%
VW
230
Vance Wealth
California
$381K -$11.2K -226 -3%
TF
231
Trek Financial
Arizona
$381K +$383K +7,740 New
SG
232
Somerset Group
Minnesota
$376K – – –
MM
233
Main Management
California
$374K – – –
SOS
234
Silver Oak Securities
Tennessee
$370K +$371K +7,507 New
USCWA
235
U.S. Capital Wealth Advisors
Texas
$366K – – –
FHA
236
Flagship Harbor Advisors
Massachusetts
$356K -$19K -385 -5%
MFS
237
Madrona Financial Services
Washington
$351K – – –
NCM
238
Next Capital Management
New York
$342K +$19K +385 +6%
BA
239
Bellwether Advisors
Nebraska
$337K -$5.73K -116 -2%
BWP
240
Bernardo Wealth Planning
Pennsylvania
$335K -$11.5K -232 -3%
FCM
241
Firestone Capital Management
Florida
$334K – – –
CCM
242
Coldstream Capital Management
Washington
$333K +$334K +6,760 New
KWS
243
Keystone Wealth Services
California
$331K -$24.5K -496 -7%
FA
244
Fortis Advisors
Pennsylvania
$323K -$64.3K -1,300 -17%
CW
245
CreativeOne Wealth
Kansas
$315K -$242K -4,891 -43%
BWCS
246
Beirne Wealth Consulting Services
Connecticut
$307K +$308K +6,241 New
CWA
247
Clearview Wealth Advisors
Oregon
$306K +$593 +12 +0.2%
IFG
248
Independent Financial Group
California
$303K +$304K +6,155 New
LWM
249
Ledge Wealth Management
Minnesota
$303K -$149K -3,022 -33%
KWM
250
KerberRose Wealth Management
Wisconsin
$301K +$302K +6,117 New
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