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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
301
Client 1st Advisory Group
Florida
$205K -$25.7K -513 -11%
TA
302
TrueWealth Advisors
Alabama
$205K
GSEP
303
Golden State Equity Partners
California
$204K +$205K +4,079 New
CPC
304
Congress Park Capital
New York
$201K +$201K +4,000 New
WW
305
Westshore Wealth
California
$201K +$201K +4,000 New
HNB
306
Huntington National Bank
Ohio
$169K
GPA
307
Guidance Point Advisors
Massachusetts
$161K +$161K +3,213 New
PFGIA
308
Patriot Financial Group Insurance Agency
Massachusetts
$158K -$1.25K -25 -0.8%
FFA
309
Founders Financial Alliance
North Carolina
$122K -$4.51K -90 -4%
IHWM
310
Iron Horse Wealth Management
Iowa
$119K -$56.6K -1,129 -32%
LWM
311
Liberty Wealth Management
California
$108K +$201 +4 +0.2%
GEA
312
Glen Eagle Advisors
New Jersey
$108K -$2.76K -55 -2%
AF
313
Advisornet Financial
Minnesota
$89K
LWP
314
Lumature Wealth Partners
Georgia
$79K -$8.27K -165 -10%
WQ
315
Wealth Quarterback
New Jersey
$78K +$61K +1,217 +74%
US Bancorp
316
US Bancorp
Minnesota
$74K -$492K -9,819 -87%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$67K
WAS
318
Winch Advisory Services
Wisconsin
$64K +$150 +3 +0.2%
RG
319
Retirement Group
California
$63K +$50 +1 +0.1%
CIR
320
Clear Investment Research
Georgia
$62K -$150 -3 -0.2%
DWP
321
Destiny Wealth Partners
Florida
$54K +$54.5K +1,086 New
TAM
322
Tucker Asset Management
Colorado
$52.3K
PCG
323
Private Capital Group
Connecticut
$50K
SFA
324
Semmax Financial Advisors
North Carolina
$42K
William Blair & Company
325
William Blair & Company
Illinois
$36K -$75.2K -1,499 -68%