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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$353K -$271K -5,493 -43%
SPAS
227
Spectrum Planning & Advisory Services
California
$349K +$132K +2,684 +61%
HWM
228
HB Wealth Management
Georgia
$345K -$546K -11,086 -61%
NCM
229
Next Capital Management
New York
$343K
USCWA
230
U.S. Capital Wealth Advisors
Texas
$340K -$25K -508 -7%
BA
231
Bellwether Advisors
Nebraska
$337K
FCM
232
Firestone Capital Management
Florida
$334K
GL
233
Graypoint LLC
New York
$333K -$140K -2,834 -30%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$327K -$392K -7,960 -55%
FA
235
Fortis Advisors
Pennsylvania
$325K +$1.38K +28 +0.4%
MIH
236
Meitav Investment House
Israel
$318K +$318K +6,456 New
FHA
237
Flagship Harbor Advisors
Massachusetts
$317K -$39.4K -799 -11%
IFG
238
Independent Financial Group
California
$303K
FCA
239
FLC Capital Advisors
California
$299K
RWA
240
Ropes Wealth Advisors
Massachusetts
$297K +$45K +913 +18%
AW
241
ACG Wealth
Georgia
$296K
LFG
242
Larson Financial Group
Missouri
$296K +$296K +6,000 New
CSPAM
243
Cary Street Partners Asset Management
Virginia
$292K
IC
244
Inscription Capital
Texas
$286K
ACI
245
Alpha Cubed Investments
California
$285K
IWN
246
Independent Wealth Network
Iowa
$284K +$54.3K +1,102 +24%
DAS
247
Dynamic Advisor Solutions
Arizona
$283K +$283K +5,751 New
WWM
248
Western Wealth Management
Colorado
$277K -$9.21K -187 -3%
FAT
249
First American Trust
California
$277K +$277K +5,622 New
CTFG
250
Capstone Triton Financial Group
Oklahoma
$276K -$21.5K -436 -7%