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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
251
Edge Wealth Management
New York
$199K +$185K +3,700 +1,233%
CCA
252
Catalyst Capital Advisors
New York
$169K -$10K -200 -6%
BEAM
253
Baker Ellis Asset Management
Washington
$150K
MOS
254
MGO One Seven
Ohio
$144K +$145K +2,901 New
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$125K +$67.8K +1,355 +118%
RCAG
256
Rehmann Capital Advisory Group
Michigan
$118K +$105K +2,100 +691%
MFW
257
Mosaic Family Wealth
Missouri
$113K +$87.4K +1,747 +333%
PGWM
258
Parisi Gray Wealth Management
New Jersey
$100K +$100K +2,000 New
MWM
259
Mascoma Wealth Management
New Hampshire
$99K
PCIA
260
Prime Capital Investment Advisors
Kansas
$95K +$95K +1,899 New
ESB
261
Essex Savings Bank
Connecticut
$93K +$93.1K +1,862 New
SFA
262
Spectrum Financial Alliance
Kentucky
$87K +$24.8K +495 +39%
BWA
263
Burt Wealth Advisors
Maryland
$80K
FHA
264
First Horizon Advisors
Tennessee
$72K +$72.7K +1,454 New
CAM
265
Cresset Asset Management
Illinois
$53K +$53.6K +1,072 New
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$49K +$33.5K +670 +211%
ONST
267
Old North State Trust
North Carolina
$46K -$1.1K -22 -2%
WTB
268
Washington Trust Bank
Washington
$44K +$44.3K +885 New
SIS
269
Sound Income Strategies
Florida
$35K -$3.6K -72 -9%
LFA
270
Legacy Financial Advisors
Kentucky
$35K +$35K +700 New
LWM
271
Lenox Wealth Management
Ohio
$30K +$63.6K +1,271 New
GWMIA
272
Global Wealth Management Investment Advisory
Florida
$26K +$25.7K +514 New
MSA
273
Marino Stram & Associates
Massachusetts
$21K +$100 +2 +0.5%
PCFFS
274
Pacific Center for Financial Services
California
$14K
SFA
275
Semmax Financial Advisors
North Carolina
$13K +$13.1K +261 New