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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Avantax Advisory Services
Texas
$214K -$11.2K -223 -5%
RA
302
Riversedge Advisors
Delaware
$214K +$214K +4,271 New
IWP
303
Icon Wealth Partners
Texas
$213K
CC
304
Copperleaf Capital
North Carolina
$211K
SP
305
Successful Portfolios
Florida
$209K -$26K -519 -11%
GC
306
Gilbert & Cook
Iowa
$209K +$209K +4,170 New
CAL
307
Capital Advisors Ltd
Ohio
$208K +$100 +2 +0%
TA
308
TrueWealth Advisors
Alabama
$205K
EWM
309
Elmwood Wealth Management
California
$201K
Neuberger Berman Group
310
Neuberger Berman Group
New York
$201K +$201K +4,000 New
IHWM
311
Iron Horse Wealth Management
Iowa
$176K
PNC Financial Services Group
312
PNC Financial Services Group
Pennsylvania
$161K +$100K +1,994 +162%
FFG
313
Ford Financial Group
California
$161K +$162K +3,228 New
FPW
314
Flagship Private Wealth
Massachusetts
$159K -$2.66K -53 -2%
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$159K -$57.2K -1,141 -26%
FFA
316
Founders Financial Alliance
North Carolina
$127K -$66.9K -1,333 -34%
William Blair & Company
317
William Blair & Company
Illinois
$111K
GEA
318
Glen Eagle Advisors
New Jersey
$111K -$8.63K -172 -7%
LWM
319
Liberty Wealth Management
California
$108K -$11.6K -231 -10%
PGWM
320
Parisi Gray Wealth Management
New Jersey
$100K +$100K +2,000 New
AF
321
Advisornet Financial
Minnesota
$89K -$803 -16 -0.9%
LWP
322
Lumature Wealth Partners
Georgia
$87K -$2.81K -56 -3%
WQ
323
Wealth Quarterback
New Jersey
$83K +$83K +1,654 New
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$67K
RG
325
Retirement Group
California
$63K +$50 +1 +0.1%