We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
226
Carlton Hofferkamp & Jenks Wealth Management
Texas
$367K -$838K -17,036 -70%
ACI
227
Alpha Cubed Investments
California
$351K +$66.1K +1,345 +23%
CCG
228
Capital CS Group
California
$351K -$41.6K -847 -11%
DAS
229
Dynamic Advisor Solutions
Arizona
$348K +$64.1K +1,304 +23%
NCM
230
Next Capital Management
New York
$343K
USCWA
231
U.S. Capital Wealth Advisors
Texas
$341K
FCM
232
Firestone Capital Management
Florida
$334K
SPAS
233
Spectrum Planning & Advisory Services
California
$328K -$21.7K -441 -6%
BCMO
234
Buckingham Capital Management (Ohio)
Ohio
$317K -$646K -13,130 -67%
MIH
235
Meitav Investment House
Israel
$317K
RCG
236
Regatta Capital Group
California
$316K +$316K +6,422 New
BNP Paribas Financial Markets
237
BNP Paribas Financial Markets
France
$312K +$312K +6,342 New
FFA
238
Farther Finance Advisors
California
$308K +$308K +6,257 New
AR
239
Apeiron RIA
Texas
$308K -$60.4K -1,229 -16%
FCA
240
FLC Capital Advisors
California
$299K
AWG
241
Altus Wealth Group
Colorado
$298K +$298K +6,057 New
CSPAM
242
Cary Street Partners Asset Management
Virginia
$292K
LWM
243
Ledge Wealth Management
Minnesota
$291K +$290K +5,900 New
GSIAS
244
Garden State Investment Advisory Services
New Jersey
$288K +$288K +5,850 New
IC
245
Inscription Capital
Texas
$286K
IAIM
246
International Assets Investment Management
Florida
$281K +$43.2K +878 +18%
CCM
247
Coldstream Capital Management
Washington
$276K +$275K +5,597 New
IWN
248
Independent Wealth Network
Iowa
$274K -$9.54K -194 -3%
FHA
249
Flagship Harbor Advisors
Massachusetts
$266K -$51K -1,038 -16%
PAMG
250
Patton Albertson Miller Group
Tennessee
$264K