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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
226
Fortress Wealth Management
California
$325K +$102 +2 +0%
FMTC
227
Farmers & Merchants Trust Company
California
$325K +$2.29K +45 +0.7%
GRP
228
Global Retirement Partners
California
$291K +$12.1K +239 +4%
NCM
229
New Capital Management
Texas
$286K
PWMAG
230
Pinnacle Wealth Management Advisory Group
New Jersey
$283K -$3.33M -65,491 -92%
JWA
231
JFS Wealth Advisors
Pennsylvania
$283K -$1.47K -29 -0.5%
MIH
232
Meitav Investment House
Israel
$280K
MFGM
233
Marshall Financial Group (Maryland)
Maryland
$279K +$277K +5,443 New
CKAIS
234
Christensen King & Associates Investment Services
Washington
$278K +$1.57K +31 +0.6%
CIBC World Market
235
CIBC World Market
Ontario, Canada
$272K +$42.9K +845 +19%
FWSM
236
First Wilshire Securities Management
California
$270K -$36.7K -723 -12%
PCS
237
Private Client Services
Kentucky
$263K +$261K +5,137 New
Creative Planning
238
Creative Planning
Kansas
$263K +$261K +5,136 New
ACI
239
Alpha Cubed Investments
California
$263K
MFS
240
Madrona Financial Services
Washington
$263K
SAW
241
Signal Advisors Wealth
Michigan
$263K +$260K +5,123 New
FFA
242
Farther Finance Advisors
California
$260K
SBIA
243
Sheaff Brock Investment Advisors
Indiana
$256K
HI
244
Harbour Investments
Wisconsin
$255K -$22.4K -441 -8%
Barclays
245
Barclays
United Kingdom
$255K
RWM
246
Rockwood Wealth Management
Pennsylvania
$255K +$253K +4,970 New
DCM
247
DGS Capital Management
New Jersey
$254K +$864 +17 +0.3%
PTC
248
Private Trust Company
Ohio
$250K +$21.2K +417 +9%
WAP
249
Wealthcare Advisory Partners
Pennsylvania
$245K +$20.6K +405 +9%
IWC
250
Integrated Wealth Concepts
Massachusetts
$245K +$13.6K +268 +6%