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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
SOL Capital Management
Maryland
$454K
PA
227
PFG Advisors
Arizona
$451K -$16K -314 -3%
EH
228
Equitable Holdings
New York
$450K -$42.2K -826 -9%
IA
229
IFG Advisory
Georgia
$445K -$34.1K -667 -7%
SWP
230
Summit Wealth Partners
Florida
$437K -$3.83K -75 -0.9%
SG
231
Stanich Group
New York
$427K +$425K +8,322 New
TWP
232
Tyche Wealth Partners
Texas
$427K -$53.6K -1,050 -11%
BWCS
233
Beirne Wealth Consulting Services
Connecticut
$423K -$613 -12 -0.1%
AWE
234
Avidian Wealth Enterprises
Texas
$423K -$715 -14 -0.2%
AFG
235
Atomi Financial Group
New York
$418K +$207K +4,046 +99%
SG
236
Somerset Group
Minnesota
$418K
SFS
237
Sowell Financial Services
Arkansas
$417K +$4.39K +86 +1%
BFA
238
Beacon Financial Advisory
Ohio
$414K +$175K +3,428 +74%
NFSG
239
Newbridge Financial Services Group
Florida
$413K +$220K +4,307 +115%
OPWM
240
Oxinas Partners Wealth Management
Indiana
$413K -$26.6K -521 -6%
SFG
241
Shum Financial Group
California
$411K +$410K +8,017 New
CA
242
CoreCap Advisors
Michigan
$408K +$254K +4,965 +165%
GI
243
GS Investments
Minnesota
$408K
PWS
244
Physician Wealth Solutions
Nevada
$405K +$204 +4 +0.1%
CC
245
Courier Capital
New York
$401K -$143K -2,800 -26%
Goldman Sachs
246
Goldman Sachs
New York
$398K -$189K -3,696 -32%
PCM
247
Parsons Capital Management
Rhode Island
$394K +$67.4K +1,320 +21%
KeyBank National Association
248
KeyBank National Association
Ohio
$392K +$27.6K +540 +8%
HI
249
Harbour Investments
Wisconsin
$392K +$6.23K +122 +2%
NC
250
North Capital
Utah
$385K +$51 +1 +0%