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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
226
Phillips Financial Management
Indiana
$342K -$22.2K -438 -6%
AWE
227
Avidian Wealth Enterprises
Texas
$341K +$343K +6,757 New
PCM
228
Parsons Capital Management
Rhode Island
$338K -$41.9K -827 -11%
LFG
229
Larson Financial Group
Missouri
$336K -$6.08K -120 -2%
EH
230
Equitable Holdings
New York
$327K -$23.4K -461 -7%
BCI
231
Brinker Capital Investments
Pennsylvania
$326K -$19.2K -378 -6%
OPS
232
Orion Portfolio Solutions
Nebraska
$326K -$19.2K -378 -6%
COCM
233
Charter Oak Capital Management
New Hampshire
$321K +$254 +5 +0.1%
PCS
234
Private Client Services
Kentucky
$321K +$61.9K +1,220 +24%
ACI
235
Alpha Cubed Investments
California
$317K +$57.7K +1,137 +22%
SFG
236
Shum Financial Group
California
$313K -$268K -5,282 -46%
FWM
237
Fortress Wealth Management
California
$307K -$13.6K -269 -4%
OAP
238
One Advisory Partners
Kansas
$306K -$400K -7,896 -57%
JWCA
239
J.W. Cole Advisors
Florida
$306K -$95.5K -1,884 -24%
SP
240
Symmetry Partners
Connecticut
$305K +$306K +6,044 New
PWMAG
241
Pinnacle Wealth Management Advisory Group
New Jersey
$303K +$24.1K +475 +9%
IWC
242
Integrated Wealth Concepts
Massachusetts
$297K +$55.7K +1,098 +23%
DADC
243
D.A. Davidson & Co
Montana
$293K -$251K -4,950 -46%
Q1WB
244
Quest 10 Wealth Builders
Virginia
$292K +$293K +5,787 New
CIBC World Market
245
CIBC World Market
Ontario, Canada
$292K +$24.1K +475 +9%
GRP
246
Global Retirement Partners
California
$287K +$101 +2 +0%
NCM
247
New Capital Management
Texas
$283K +$811 +16 +0.3%
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$282K +$40K +788 +16%
MFGM
249
Marshall Financial Group (Maryland)
Maryland
$278K +$3.19K +63 +1%
IAA
250
Independent Advisor Alliance
North Carolina
$278K +$279K +5,500 New