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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWAG
251
Integer Wealth Advisors Group
Georgia
$378K
SWM
252
Sugarloaf Wealth Management
Georgia
$375K -$655K -13,048 -64%
Creative Planning
253
Creative Planning
Kansas
$369K -$63.6K -1,266 -15%
MFS
254
Madrona Financial Services
Washington
$359K -$39.9K -794 -10%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$353K
RIG
256
RiverFront Investment Group
Virginia
$352K +$40.3K +803 +13%
Vontobel Holding
257
Vontobel Holding
Switzerland
$350K +$58K +1,156 +20%
UR
258
USCA RIA
Texas
$347K
HB
259
Homrich & Berg
Georgia
$346K -$35.1K -699 -9%
SAM
260
Strategy Asset Managers
California
$343K -$253K -5,030 -42%
BA
261
Bellwether Advisors
Nebraska
$335K +$954 +19 +0.3%
PK
262
Pflug Koory
Nebraska
$328K
VWA
263
V Wealth Advisors
Kansas
$326K -$4.12K -82 -1%
FA
264
Fortis Advisors
Pennsylvania
$326K +$552 +11 +0.2%
ACP
265
Aveo Capital Partners
Colorado
$316K -$445K -8,874 -58%
DC
266
Davenport & Co
Virginia
$315K -$108K -2,158 -26%
FHA
267
Flagship Harbor Advisors
Massachusetts
$314K +$42.2K +841 +16%
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$313K -$231K -4,611 -42%
RSWM
269
Robertson Stephens Wealth Management
California
$312K -$64.9K -1,293 -17%
BRWA
270
B. Riley Wealth Advisors
Florida
$311K -$11.1K -221 -3%
FAM
271
Formidable Asset Management
Ohio
$308K -$1.1M -21,967 -78%
FPGK
272
Financial Partners Group (Kansas)
Kansas
$307K -$45.1K -898 -13%
WS
273
Wedbush Securities
California
$304K -$22.5K -449 -7%
SWM
274
SeaCrest Wealth Management
New York
$303K -$17.7K -353 -6%
PA
275
Parallel Advisors
California
$302K +$226K +4,495 +296%