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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
301
Global Financial Private Client
Florida
$10.1K
NCM
302
Northwest Capital Management
Oregon
$9.46K
CSB
303
City State Bank
Iowa
$8.76K
SAM
304
Smartleaf Asset Management
Massachusetts
$7.7K +$7.67K +153 New
Jones Financial Companies
305
Jones Financial Companies
Missouri
$6.95K +$6.92K +138 New
AIM
306
Anchor Investment Management
South Carolina
$6.29K
PA
307
PSI Advisors
Florida
$6.14K +$4.56K +91 +294%
JFA
308
JNBA Financial Advisors
Minnesota
$6.12K +$100 +2 +2%
MG
309
Mather Group
Illinois
$5.05K -$11.8K -235 -70%
NEAM
310
New England Asset Management
Connecticut
$5.03K +$5.02K +100 New
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.68K
AssetMark Inc
312
AssetMark Inc
California
$4.63K +$4.62K +92 New
CAL
313
Capital Analysts LLC
Pennsylvania
$4K +$50 +1 +1%
WAS
314
Winch Advisory Services
Wisconsin
$3.61K +$50 +1 +1%
CAS
315
Coppell Advisory Solutions
Texas
$3.37K +$3.36K +67 New
CC
316
Cypress Capital
Tennessee
$3.34K +$3.31K +66 New
CFD
317
Creative Financial Designs
Indiana
$1.11K
POIA
318
Pin Oak Investment Advisors
Texas
$1K +$752 +15 New
AWM
319
AllSquare Wealth Management
New York
$654
BWL
320
Bogart Wealth LLC
Virginia
$554 +$552 +11 New
S
321
Sachetta
Massachusetts
$51
CAM
322
Crestone Asset Management
Colorado
-$7.38M -146,183 Closed
CF
323
CNA Financial
Illinois
-$5.05M -100,000 Closed
OWA
324
Outlook Wealth Advisors
Texas
-$5.03M -99,718 Closed
TF
325
Trek Financial
Arizona
-$3.4M -67,368 Closed