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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
301
Marcum Wealth
Ohio
$298K +$298K +5,924 New
CWM
302
Cornerstone Wealth Management
Missouri
$291K -$218K -4,342 -43%
WWM
303
WJ Wealth Management
Arizona
$285K +$285K +5,675 New
AWA
304
Acorn Wealth Advisors
Michigan
$278K +$1.11K +22 +0.4%
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$278K +$220K +4,377 +381%
LNWWM
306
Laird Norton Wetherby Wealth Management
California
$276K -$4.63K -92 -2%
CPIG
307
Chicago Partners Investment Group
Illinois
$275K +$275K +5,477 New
WLIM
308
White Lighthouse Investment Management
Massachusetts
$269K -$248K -4,940 -48%
AIM
309
Aspen Investment Management
Michigan
$266K
KOMWMG
310
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$264K +$264K +5,250 New
Neuberger Berman Group
311
Neuberger Berman Group
New York
$258K -$132K -2,633 -34%
SG
312
Somerset Group
Minnesota
$258K -$21.1K -419 -8%
SWM
313
Sugarloaf Wealth Management
Georgia
$255K +$255K +5,067 New
TPW
314
TL Private Wealth
Texas
$253K +$253K +5,029 New
SI
315
Stephens Inc
Arkansas
$252K
Fisher Asset Management
316
Fisher Asset Management
Washington
$250K +$250K +4,976 New
KC
317
Kingfisher Capital
North Carolina
$250K +$250K +4,978 New
PTC
318
Private Trust Company
Ohio
$246K +$247K +4,908 New
PA
319
Parallel Advisors
California
$242K -$27.5K -546 -10%
PFT
320
Providence First Trust
Arizona
$242K +$855 +17 +0.4%
FAM
321
Flaharty Asset Management
Florida
$242K +$242K +4,810 New
SG
322
StoneX Group
New York
$241K -$36.1K -718 -13%
BFA
323
Beacon Financial Advisory
Ohio
$238K +$239K +4,756 New
HR
324
Hayden Royal
North Carolina
$236K -$36.6K -727 -13%
NCM
325
Northwest Capital Management
Oregon
$234K +$234K +4,658 New