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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
UC
251
Unio Capital
New Jersey
$605K +$321K +6,387 +113%
9WM
252
9258 Wealth Management
Ohio
$605K +$378K +7,523 +167%
APW
253
Austin Private Wealth
Texas
$602K +$603K +11,983 New
CF
254
Centaurus Financial
California
$595K -$79.9K -1,589 -12%
FCM
255
Firestone Capital Management
Florida
$586K +$586K +11,657 New
PIMG
256
Patriot Investment Management Group
Tennessee
$574K +$59.1K +1,175 +11%
ACP
257
Aveo Capital Partners
Colorado
$566K +$253K +5,021 +81%
IC
258
IEQ Capital
California
$559K +$560K +11,134 New
EWA
259
EP Wealth Advisors
California
$547K +$548K +10,894 New
LFAS
260
Level Four Advisory Services
Texas
$546K +$333K +6,616 +158%
CAS
261
Cascadia Advisory Services
Oregon
$544K +$545K +10,833 New
BI
262
Bramshill Investments
Florida
$521K -$1.56K -31 -0.3%
HTC
263
Haverford Trust Company
Pennsylvania
$501K – – –
RWA
264
Ropes Wealth Advisors
Massachusetts
$501K +$502K +9,975 New
CAL
265
Capital Advisors Ltd
Ohio
$484K -$271K -5,382 -36%
SWM
266
SeaCrest Wealth Management
New York
$475K -$22.4K -446 -5%
WS
267
Wedbush Securities
California
$460K +$59.8K +1,189 +15%
CFG
268
CMC Financial Group
Georgia
$458K +$458K +9,117 New
UAS
269
United Asset Strategies
New York
$443K +$48.8K +971 +12%
SXL
270
Summit X LLC
Missouri
$441K -$114K -2,265 -21%
SC
271
Scotia Capital
Ontario, Canada
$424K -$101K -2,000 -19%
MFG
272
Magnus Financial Group
New York
$407K – – –
AW
273
ACG Wealth
Georgia
$405K – – –
MFS
274
Madrona Financial Services
Washington
$404K -$43K -855 -10%
GBBWRPM
275
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$404K -$15.1K -300 -4%
9 10
11
12 13