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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
251
Golden State Equity Partners
California
$342K +$67.1K +1,349 +24%
TI
252
Tidal Investments
Wisconsin
$336K -$50.1K -1,006 -13%
FCM
253
Firestone Capital Management
Florida
$336K – – –
WA
254
Wealth Alliance
New York
$335K -$31.1K -624 -8%
SW
255
SteelPeak Wealth
California
$330K +$331K +6,656 New
NCM
256
Next Capital Management
New York
$326K – – –
SAM
257
Strategy Asset Managers
California
$319K +$320K +6,438 New
GM
258
GeoWealth Management
Illinois
$317K +$318K +6,390 New
HWM
259
HB Wealth Management
Georgia
$314K +$100 +2 +0%
IWC
260
Integrated Wealth Concepts
Massachusetts
$311K -$116K -2,327 -27%
CWA
261
Clearview Wealth Advisors
Oregon
$308K -$80K -1,608 -21%
RA
262
RFG Advisory
Alabama
$308K -$28.7K -577 -8%
MIH
263
Meitav Investment House
Israel
$308K -$2.99K -60 -1%
CTFG
264
Capstone Triton Financial Group
Oklahoma
$300K +$38.2K +767 +14%
VWA
265
V Wealth Advisors
Kansas
$298K -$19.2K -386 -6%
AW
266
ACG Wealth
Georgia
$297K -$99.5K -2,000 -25%
MWM
267
Midwest Wealth Management
Indiana
$297K – – –
CSPAM
268
Cary Street Partners Asset Management
Virginia
$294K +$295K +5,932 New
TWM
269
Tradition Wealth Management
Minnesota
$293K -$227K -4,555 -43%
CSI
270
Cross Staff Investments
New York
$290K – – –
IC
271
Inscription Capital
Texas
$288K – – –
ACI
272
Alpha Cubed Investments
California
$287K +$288K +5,788 New
TWM
273
TriaGen Wealth Management
California
$286K +$287K +5,770 New
HTC
274
Haverford Trust Company
Pennsylvania
$285K -$1.98M -39,833 -87%
SWM
275
Sugarloaf Wealth Management
Georgia
$278K -$101K -2,021 -27%
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11
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