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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$330K +$204K +4,083 +163%
PK
277
Pflug Koory
Nebraska
$328K
WS
278
Wedbush Securities
California
$326K -$4.86K -97 -1%
FA
279
Fortis Advisors
Pennsylvania
$324K -$870K -17,378 -73%
SP
280
Successful Portfolios
Florida
$323K -$154K -3,082 -32%
SWM
281
SeaCrest Wealth Management
New York
$320K
Creative Planning
282
Creative Planning
Kansas
$318K +$93.6K +1,870 +42%
UAS
283
United Asset Strategies
New York
$316K -$2.4K -48 -0.8%
IAIM
284
International Assets Investment Management
Florida
$313K -$264K -5,279 -46%
EWA
285
EP Wealth Advisors
California
$311K +$311K +6,216 New
OCM
286
One Capital Management
California
$306K
W
287
WealthStone
Ohio
$301K -$100K -1,999 -25%
CWM
288
Cornerstone Wealth Management
Missouri
$299K -$263K -5,243 -47%
IC
289
Inscription Capital
Texas
$291K +$290K +5,800 New
FSG
290
Financial Strategies Group
Michigan
$290K -$42K -839 -13%
GPA
291
Guidance Point Advisors
Massachusetts
$285K +$285K +5,694 New
FNT
292
First National Trust
Pennsylvania
$283K -$354K -7,074 -56%
AWA
293
Acorn Wealth Advisors
Michigan
$280K +$851 +17 +0.3%
LNWWM
294
Laird Norton Wetherby Wealth Management
California
$275K
AWM
295
Alterna Wealth Management
Texas
$274K -$370K -7,381 -57%
VC
296
Veracity Capital
Georgia
$269K +$22.8K +456 +9%
CC
297
Courier Capital
New York
$268K -$50.1K -1,000 -16%
AIM
298
Aspen Investment Management
Michigan
$266K
SC
299
Scotia Capital
Ontario, Canada
$264K -$8.11K -162 -3%
JWBC
300
John W. Brooker & Co
California
$263K -$224K -4,478 -46%