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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
301
Laird Norton Wetherby Wealth Management
California
$275K – – –
FHA
302
Flagship Harbor Advisors
Massachusetts
$272K -$63K -1,256 -19%
CC
303
Courier Capital
New York
$269K – – –
AIM
304
Aspen Investment Management
Michigan
$266K – – –
PFS
305
Prospera Financial Services
Texas
$266K +$227K +4,536 +582%
AF
306
Affiance Financial
Minnesota
$265K -$171K -3,406 -39%
VHAM
307
Van Hulzen Asset Management
California
$265K +$265K +5,279 New
JWBC
308
John W. Brooker & Co
California
$264K +$852 +17 +0.3%
SP
309
Successful Portfolios
Florida
$257K -$66.4K -1,325 -21%
MFA
310
Mayflower Financial Advisors
Massachusetts
$251K +$250K +4,995 New
FAM
311
Flaharty Asset Management
Florida
$241K -$149K -2,980 -38%
GPA
312
Guidance Point Advisors
Massachusetts
$235K -$49.8K -993 -17%
OWA
313
Outlook Wealth Advisors
Texas
$233K -$4.49M -89,622 -95%
FFA
314
Founders Financial Alliance
North Carolina
$231K +$18.3K +364 +9%
IWP
315
Icon Wealth Partners
Texas
$223K -$457K -9,118 -67%
SG
316
StoneX Group
New York
$223K -$23.2K -462 -9%
HGWM
317
Horst & Graben Wealth Management
Oregon
$222K -$111K -2,218 -33%
WAOI
318
Wealth Advisors of Iowa
Iowa
$212K +$212K +4,229 New
BWM
319
Birchcreek Wealth Management
Ohio
$210K +$211K +4,203 New
TA
320
TrueWealth Advisors
Alabama
$205K +$205K +4,090 New
IHWM
321
Iron Horse Wealth Management
Iowa
$204K +$204K +4,069 New
TWM
322
Titus Wealth Management
California
$203K +$202K +4,038 New
ZIM
323
Zacks Investment Management
Illinois
$202K +$202K +4,021 New
TWM
324
Tradition Wealth Management
Minnesota
$184K +$184K +3,677 New
RFWA
325
RPg Family Wealth Advisory
Massachusetts
$163K +$36.5K +727 +29%
11 12
13
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