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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWSM
226
First Wilshire Securities Management
California
$352K
USCWA
227
U.S. Capital Wealth Advisors
Texas
$349K
MM
228
Meridian Management
Arkansas
$348K
COCM
229
Charter Oak Capital Management
New Hampshire
$345K -$6.31K -125 -2%
PIMG
230
Patriot Investment Management Group
Tennessee
$342K -$46K -911 -12%
FWM
231
Fortress Wealth Management
California
$340K +$1.11K +22 +0.3%
CIAS
232
Capital Investment Advisory Services
North Carolina
$326K
HI
233
Harbour Investments
Wisconsin
$325K -$2.77K -55 -0.8%
NCM
234
New Capital Management
Texas
$317K +$2.47K +49 +0.8%
SWP
235
Stratos Wealth Partners
Ohio
$304K -$16.2K -321 -5%
FFA
236
Farther Finance Advisors
California
$296K -$4.54K -90 -2%
IC
237
Inscription Capital
Texas
$293K
PCA
238
Prosperity Capital Advisors
Ohio
$291K +$91.7K +1,817 +46%
ACI
239
Alpha Cubed Investments
California
$284K -$7.72K -153 -3%
MIH
240
Meitav Investment House
Israel
$281K
JWA
241
JFS Wealth Advisors
Pennsylvania
$280K -$275K -5,447 -50%
CKAIS
242
Christensen King & Associates Investment Services
Washington
$270K +$1.01K +20 +0.4%
GRP
243
Global Retirement Partners
California
$266K +$50 +1 +0%
MFS
244
Madrona Financial Services
Washington
$259K
PAMG
245
Patton Albertson Miller Group
Tennessee
$257K -$13.9K -275 -5%
NS
246
NBC Securities
Alabama
$255K -$60.9K -1,207 -19%
SCM
247
Steele Capital Management
Iowa
$255K
GKWIM
248
Gerber Kawasaki Wealth & Investment Management
California
$253K -$30K -595 -11%
SBIA
249
Sheaff Brock Investment Advisors
Indiana
$252K
PWS
250
Physician Wealth Solutions
Nevada
$251K