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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
251
Western Wealth Management
Colorado
$427K +$70.3K +1,403 +20%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$404K -$3.61M -72,047 -90%
AW
253
ACG Wealth
Georgia
$404K
JWCA
254
J.W. Cole Advisors
Florida
$403K -$390K -7,792 -49%
WA
255
Wealth Alliance
New York
$398K +$42.3K +845 +12%
FAM
256
Flaharty Asset Management
Florida
$390K
NF
257
Nikulski Financial
Iowa
$390K +$35.7K +712 +10%
SG
258
Somerset Group
Minnesota
$383K -$42.1K -840 -10%
WCG
259
Weaver Consulting Group
California
$381K -$711K -14,190 -65%
MM
260
Main Management
California
$381K
RWA
261
Ropes Wealth Advisors
Massachusetts
$381K
GLA
262
Good Life Advisors
Pennsylvania
$371K +$42.6K +850 +13%
CAN
263
Claraphi Advisory Network
United States
$370K +$369K +7,377 New
MYIA
264
Mount Yale Investment Advisors
Colorado
$362K +$361K +7,215 New
MFS
265
Madrona Financial Services
Washington
$358K
MFG
266
Magnus Financial Group
New York
$356K -$50.1K -1,000 -12%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$353K
NWM
268
Northwest Wealth Management
Iowa
$351K +$351K +7,000 New
APWA
269
Atlas Private Wealth Advisors
New Jersey
$350K -$7.01K -140 -2%
UR
270
USCA RIA
Texas
$346K
TSS
271
Two Sigma Securities
New York
$338K -$34.1K -680 -9%
HCM
272
Howard Capital Management
Georgia
$336K +$111K +2,225 +50%
FHA
273
Flagship Harbor Advisors
Massachusetts
$334K -$62.3K -1,244 -16%
HGWM
274
Horst & Graben Wealth Management
Oregon
$333K +$27.5K +549 +9%
RJT
275
Raymond James Trust
Florida
$333K +$47.4K +946 +17%