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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
301
Sound Income Strategies
Florida
$16.3K
BC
302
Barrett & Company
Rhode Island
$15.2K +$15K +296 New
FF
303
Friedenthal Financial
New Jersey
$14.7K -$4.68K -92 -24%
SWM
304
Sanctuary Wealth Management
Idaho
$11K
GFPC
305
Global Financial Private Client
Florida
$10.2K
NCM
306
Northwest Capital Management
Oregon
$9.63K
CFGS
307
Concourse Financial Group Securities
Alabama
$9.22K -$19.7K -388 -68%
CSB
308
City State Bank
Iowa
$8.92K
SAM
309
Smartleaf Asset Management
Massachusetts
$7.85K
AIM
310
Anchor Investment Management
South Carolina
$6.41K
JFA
311
JNBA Financial Advisors
Minnesota
$6.31K +$51 +1 +0.8%
PA
312
PSI Advisors
Florida
$6.25K
EB
313
Eastern Bank
Massachusetts
$6.25K +$6.2K +122 New
Fidelity Investments
314
Fidelity Investments
Massachusetts
$5.64K -$4.63K -91 -45%
NEAM
315
New England Asset Management
Connecticut
$5.12K
CIR
316
Clear Investment Research
Georgia
$4.9K -$102K -2,005 -95%
FDCDDQ
317
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.76K
CAL
318
Capital Analysts LLC
Pennsylvania
$4K +$51 +1 +1%
WAS
319
Winch Advisory Services
Wisconsin
$3.72K +$51 +1 +1%
TAM
320
Tucker Asset Management
Colorado
$3.59K -$44.5K -875 -93%
CAS
321
Coppell Advisory Solutions
Texas
$3.44K
AssetMark Inc
322
AssetMark Inc
California
$2.36K -$2.34K -46 -50%
BTI
323
Blue Trust Inc
Georgia
$1.86K +$1.88K +37 New
AWM
324
AllSquare Wealth Management
New York
$666
BWL
325
Bogart Wealth LLC
Virginia
$564