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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
226
Integrated Investment Consultants
Michigan
$361K +$358K +7,149 New
FWSM
227
First Wilshire Securities Management
California
$353K – – –
COCM
228
Charter Oak Capital Management
New Hampshire
$352K -$2.35K -47 -0.7%
USCWA
229
U.S. Capital Wealth Advisors
Texas
$349K – – –
OCM
230
Objective Capital Management
Ohio
$349K +$345K +6,900 New
GWM
231
Geneos Wealth Management
Colorado
$348K +$153K +3,065 +80%
MM
232
Meridian Management
Arkansas
$348K -$53.8K -1,075 -13%
FWM
233
Fortress Wealth Management
California
$339K -$295K -5,893 -47%
PFM
234
Phillips Financial Management
Indiana
$337K +$334K +6,665 New
HI
235
Harbour Investments
Wisconsin
$328K -$14K -280 -4%
CIAS
236
Capital Investment Advisory Services
North Carolina
$327K -$103K -2,057 -24%
SWP
237
Stratos Wealth Partners
Ohio
$321K -$101K -2,018 -24%
SPAS
238
Spectrum Planning & Advisory Services
California
$319K -$3.15K -63 -1%
NS
239
NBC Securities
Alabama
$316K -$35K -699 -10%
NCM
240
New Capital Management
Texas
$315K -$94.4K -1,886 -23%
FFA
241
Farther Finance Advisors
California
$303K +$11.9K +237 +4%
IC
242
Inscription Capital
Texas
$293K – – –
ACI
243
Alpha Cubed Investments
California
$292K -$5.86K -117 -2%
GKWIM
244
Gerber Kawasaki Wealth & Investment Management
California
$283K -$135K -2,696 -32%
MIH
245
Meitav Investment House
Israel
$281K – – –
VCP
246
Verus Capital Partners
Arizona
$278K -$96.5K -1,929 -26%
PAMG
247
Patton Albertson Miller Group
Tennessee
$271K – – –
CKAIS
248
Christensen King & Associates Investment Services
Washington
$270K +$267K +5,337 New
GRP
249
Global Retirement Partners
California
$267K -$246K -4,919 -48%
MFS
250
Madrona Financial Services
Washington
$259K – – –
8 9
10
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