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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
276
Stephens Inc
Arkansas
$253K
PWM
277
Perigon Wealth Management
California
$251K +$251K +5,000 New
HIM
278
Hanlon Investment Management
New Jersey
$248K -$156K -3,105 -39%
PFT
279
Providence First Trust
Arizona
$242K +$241K +4,800 New
Principal Financial Group
280
Principal Financial Group
Iowa
$232K +$232K +4,618 New
LG
281
LaFleur & Godfrey
Michigan
$229K
9WM
282
9258 Wealth Management
Ohio
$227K +$227K +4,507 New
SFP
283
Shepherd Financial Partners
Massachusetts
$226K +$19K +378 +9%
LWAC
284
Laurel Wealth Advisors (California)
California
$225K
IA
285
IFG Advisory
Georgia
$221K -$2.11M -42,004 -91%
LFAS
286
Level Four Advisory Services
Texas
$211K -$955 -19 -0.5%
CFA
287
Carroll Financial Associates
North Carolina
$203K
W
288
Wealthquest
Ohio
$203K +$203K +4,035 New
EWM
289
Elmwood Wealth Management
California
$201K
Susquehanna International Group
290
Susquehanna International Group
Pennsylvania
$201K +$201K +3,987 New
CIR
291
Clear Investment Research
Georgia
$178K -$2.75M -54,726 -94%
SIAS
292
Shine Investment Advisory Services
Colorado
$151K -$167K -3,318 -53%
EWM
293
Edge Wealth Management
New York
$151K -$50.3K -1,000 -25%
LWM
294
Lenox Wealth Management
Ohio
$143K -$4.78K -95 -3%
CIAS
295
Capital Investment Advisory Services
North Carolina
$139K -$30.7K -610 -18%
BBHC
296
Brown Brothers Harriman & Co
New York
$137K +$136K +2,712 New
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$83K -$30K -596 -27%
TFGT
298
TS Financial Group (TSFG)
Illinois
$83K +$201 +4 +0.2%
BWA
299
Burt Wealth Advisors
Maryland
$81K
RIA
300
Realta Investment Advisors
Delaware
$68K +$48.2K +958 +245%