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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Summit Wealth Partners
Florida
$439K -$8.33K -164 -2%
OPWM
227
Oxinas Partners Wealth Management
Indiana
$438K -$149K -2,938 -26%
BWCS
228
Beirne Wealth Consulting Services
Connecticut
$422K +$22.9K +450 +6%
AWE
229
Avidian Wealth Enterprises
Texas
$422K +$48.2K +950 +13%
SG
230
Somerset Group
Minnesota
$417K
SFS
231
Sowell Financial Services
Arkansas
$411K
GI
232
GS Investments
Minnesota
$407K
PWS
233
Physician Wealth Solutions
Nevada
$403K
JAG
234
Journey Advisory Group
Kentucky
$402K +$400K +7,871 New
ASN
235
Advisory Services Network
Georgia
$391K +$389K +7,653 New
BMA
236
Brooks Moore & Associates
Tennessee
$387K +$385K +7,575 New
HI
237
Harbour Investments
Wisconsin
$384K +$58.5K +1,152 +18%
NC
238
North Capital
Utah
$383K -$2.29K -45 -0.6%
ES
239
ETF Store
Kansas
$376K -$68.2K -1,343 -15%
CPRC
240
Consolidated Portfolio Review Corp
New York
$373K +$371K +7,308 New
KeyBank National Association
241
KeyBank National Association
Ohio
$363K
Bank of New York Mellon
242
Bank of New York Mellon
New York
$361K -$204K -4,012 -36%
USCWA
243
U.S. Capital Wealth Advisors
Texas
$359K +$51 +1 +0%
UB
244
Umpqua Bank
Oregon
$359K +$90.6K +1,783 +34%
NAM
245
NTV Asset Management
West Virginia
$358K
SFGP
246
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$354K -$4.98K -98 -1%
MM
247
Meridian Management
Arkansas
$352K
OCM
248
Objective Capital Management
Ohio
$348K +$22.2K +437 +7%
CIBC World Market
249
CIBC World Market
Ontario, Canada
$348K +$46.1K +908 +15%
WIM
250
Waycross Investment Management
Washington
$347K