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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
251
Private Trust Company
Ohio
$225K +$42.6K +850 +24%
WAP
252
Wealthcare Advisory Partners
Pennsylvania
$221K -$23.9K -477 -10%
EH
253
Equitable Holdings
New York
$220K -$190K -3,795 -46%
PAMG
254
Patton Albertson Miller Group
Tennessee
$220K -$36.4K -725 -14%
PIMG
255
Patriot Investment Management Group
Tennessee
$220K -$121K -2,416 -36%
AWAG
256
ARS Wealth Advisors Group
Florida
$219K +$1.1K +22 +0.5%
MFA
257
Mayflower Financial Advisors
Massachusetts
$211K – – –
WFA
258
WestHill Financial Advisors
California
$211K – – –
FHA
259
Flagship Harbor Advisors
Massachusetts
$207K +$50 +1 +0%
SAM
260
Strategy Asset Managers
California
$203K +$204K +4,073 New
TA
261
TrueWealth Advisors
Alabama
$201K – – –
CA
262
Clearstead Advisors
Ohio
$199K – – –
LFA
263
LGT Financial Advisors
Texas
$179K -$953 -19 -0.5%
NS
264
NBC Securities
Alabama
$160K -$94K -1,874 -37%
AWM
265
Avior Wealth Management
Nebraska
$157K – – –
SWM
266
Spire Wealth Management
Virginia
$145K -$642K -12,799 -82%
SRCM
267
Signature Resources Capital Management
California
$115K – – –
CIR
268
Clear Investment Research
Georgia
$106K +$1.96K +39 +2%
PS
269
Principal Securities
Iowa
$99.9K -$251K -4,998 -72%
AF
270
Advisornet Financial
Minnesota
$82.3K – – –
VWWMG
271
Vermillion & White Wealth Management Group
Pennsylvania
$71.9K +$251 +5 +0.4%
VWM
272
Venturi Wealth Management
Texas
$66.8K – – –
TFGT
273
TS Financial Group (TSFG)
Illinois
$64K -$25.1K -500 -28%
GEA
274
Glen Eagle Advisors
New Jersey
$56.1K -$2.76K -55 -5%
GWSG
275
GPS Wealth Strategies Group
Colorado
$50.3K – – –
9 10
11
12 13