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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
SeaCrest Wealth Management
New York
$328K
CIBC World Market
252
CIBC World Market
Ontario, Canada
$327K -$12.1K -242 -4%
VWA
253
V Wealth Advisors
Kansas
$327K +$201 +4 +0.1%
PFS
254
Prospera Financial Services
Texas
$322K +$25.8K +515 +9%
RFWA
255
RPg Family Wealth Advisory
Massachusetts
$321K +$21.4K +427 +7%
DE
256
Day & Ennis
Georgia
$319K +$401 +8 +0.1%
APWA
257
Atlas Private Wealth Advisors
New Jersey
$318K -$93.6K -1,867 -23%
ACP
258
Aveo Capital Partners
Colorado
$316K
SDH
259
Sloy Dahl & Holst
Washington
$311K +$311K +6,200 New
9WM
260
9258 Wealth Management
Ohio
$310K +$9.98K +199 +3%
MGIA
261
Matthew Goff Investment Advisor
Texas
$304K -$1.47M -29,233 -83%
WS
262
Wedbush Securities
California
$302K +$100 +2 +0%
MWM
263
Midwest Wealth Management
Indiana
$301K -$150K -3,000 -33%
CCP
264
Cassia Capital Partners
North Carolina
$301K +$301K +6,000 New
EWA
265
EP Wealth Advisors
California
$299K -$184K -3,661 -38%
GWM
266
Geneos Wealth Management
Colorado
$297K -$27.3M -543,784 -99%
IC
267
Inscription Capital
Texas
$291K +$291K +5,800 New
CG
268
CFO4Life Group
Texas
$286K -$3.62M -72,195 -93%
Creative Planning
269
Creative Planning
Kansas
$286K +$27.4K +547 +11%
IAIM
270
International Assets Investment Management
Florida
$278K -$25.1K -500 -8%
LNWWM
271
Laird Norton Wetherby Wealth Management
California
$275K
CC
272
Courier Capital
New York
$268K
AIM
273
Aspen Investment Management
Michigan
$266K
AF
274
Affiance Financial
Minnesota
$265K
CTFG
275
Capstone Triton Financial Group
Oklahoma
$260K -$25.2K -503 -9%