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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
301
High Falls Advisors
New York
$278K -$60.7K -1,228 -18%
LNWWM
302
Laird Norton Wetherby Wealth Management
California
$274K
SC
303
Scotia Capital
Ontario, Canada
$272K
ACA
304
Aptus Capital Advisors
Alabama
$267K -$193K -3,902 -42%
AIM
305
Aspen Investment Management
Michigan
$265K
WPC
306
White Pine Capital
Minnesota
$259K +$256K +5,185 New
KOMWMG
307
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$258K +$247 +5 +0.1%
FWSM
308
First Wilshire Securities Management
California
$258K +$49.4K +1,000 +24%
FCA
309
FinTrust Capital Advisors
South Carolina
$254K -$172K -3,488 -41%
SW
310
StrongBox Wealth
Missouri
$250K -$868K -17,563 -78%
RIA
311
Regal Investment Advisors
Michigan
$250K +$247K +4,998 New
CAS
312
Cascadia Advisory Services
Oregon
$248K +$245K +4,954 New
FFN
313
Focus Financial Network
Minnesota
$246K +$243K +4,924 New
VC
314
Veracity Capital
Georgia
$246K -$634K -12,820 -72%
SB
315
Strategic Blueprint
Georgia
$243K +$240K +4,865 New
PFS
316
Prospera Financial Services
Texas
$238K +$14.8K +300 +7%
William Blair & Company
317
William Blair & Company
Illinois
$226K +$113K +2,280 +102%
HCM
318
Howard Capital Management
Georgia
$224K +$222K +4,483 New
Creative Planning
319
Creative Planning
Kansas
$223K +$221K +4,469 New
SFP
320
Shepherd Financial Partners
Massachusetts
$221K -$38.4K -777 -15%
IA
321
IFG Advisory
Georgia
$219K +$217K +4,395 New
SG
322
StoneX Group
New York
$202K +$200K +4,041 New
HB
323
Homrich & Berg
Georgia
$201K +$199K +4,023 New
EWM
324
Elmwood Wealth Management
California
$200K
US Bancorp
325
US Bancorp
Minnesota
$195K