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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Pinnacle Associates
New York
$302K -$7.55K -149 -2%
GI
302
GS Investments
Minnesota
$301K – – –
SI
303
Stephens Inc
Arkansas
$296K +$79.4K +1,566 +37%
EFG
304
Embree Financial Group
Illinois
$294K -$116K -2,278 -28%
FFA
305
Founders Financial Alliance
North Carolina
$290K +$2.84K +56 +1%
WFS
306
WealthGarden F.S.
California
$287K +$39K +769 +16%
ASN
307
Advisory Services Network
Georgia
$287K +$16.3K +321 +6%
DWM
308
Denver Wealth Management
Colorado
$287K -$14.9K -294 -5%
SFG
309
Shum Financial Group
California
$287K +$6.19K +122 +2%
BB
310
Burford Brothers
Texas
$286K – – –
SG
311
StoneX Group
New York
$285K +$1.01K +20 +0.4%
KFAA
312
Klaas Financial Asset Advisors
Illinois
$281K -$519K -10,240 -65%
WWM
313
Western Wealth Management
Colorado
$280K +$9.79K +193 +4%
PWS
314
Physician Wealth Solutions
Nevada
$278K – – –
JWA
315
JFS Wealth Advisors
Pennsylvania
$278K – – –
CA
316
CoreCap Advisors
Michigan
$278K -$43.5K -857 -14%
TA
317
TrueWealth Advisors
Alabama
$276K – – –
VA
318
Vident Advisory
Georgia
$271K +$271K +5,353 New
GCWM
319
Guided Capital Wealth Management
Texas
$270K – – –
TAM
320
Titleist Asset Management
Texas
$265K +$266K +5,240 New
FMTC
321
Farmers & Merchants Trust Company
California
$265K -$65.9K -1,299 -20%
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
$264K -$5.21M -102,732 -95%
Nuveen
323
Nuveen
North Carolina
$263K +$263K +5,193 New
IAS
324
Insigneo Advisory Services
Florida
$262K +$262K +5,172 New
MFS
325
Madrona Financial Services
Washington
$260K – – –