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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
226
Landaas & Company
Wisconsin
$544K +$545K +10,647 New
Cerity Partners
227
Cerity Partners
New York
$542K +$31.2K +610 +6%
JWM
228
JGP Wealth Management
Oregon
$535K +$3.07K +60 +0.6%
YWM
229
Yukon Wealth Management
Kansas
$530K +$531K +10,373 New
SFPG
230
Stonebridge Financial Planning Group
Florida
$530K +$38.5K +753 +8%
BWA
231
Boulder Wealth Advisors
Colorado
$529K -$247K -4,823 -32%
Creative Planning
232
Creative Planning
Kansas
$528K -$16K -313 -3%
IA
233
IFG Advisory
Georgia
$526K +$82.8K +1,618 +19%
HI
234
Hudock Inc
Pennsylvania
$525K +$7.22K +141 +1%
IAIM
235
International Assets Investment Management
Florida
$522K +$523K +10,217 New
AA
236
Armis Advisers
Georgia
$520K +$9.93K +194 +2%
ST
237
Smithfield Trust
Pennsylvania
$517K
CPIG
238
Chicago Partners Investment Group
Illinois
$517K +$9.32K +182 +2%
4WM
239
4J Wealth Management
Virginia
$516K
GKIM
240
GW&K Investment Management
Massachusetts
$513K +$7.99K +156 +2%
EH
241
Equitable Holdings
New York
$510K +$61.8K +1,208 +14%
Allspring Global Investments
242
Allspring Global Investments
North Carolina
$506K +$143K +2,800 +39%
AF
243
Aviso Financial
Ontario, Canada
$499K
AA
244
Ancora Advisors
Ohio
$499K -$203K -3,974 -29%
OP
245
ORG Partners
Indiana
$490K -$1.14M -22,318 -70%
PCS
246
Private Client Services
Kentucky
$487K +$2.76K +54 +0.6%
JAG
247
Journey Advisory Group
Kentucky
$487K +$235K +4,592 +93%
CSI
248
Cross Staff Investments
New York
$485K
PFA
249
Professional Financial Advisors
Nebraska
$482K +$483K +9,430 New
RWP
250
RWA Wealth Partners
Massachusetts
$480K +$7.53K +147 +2%