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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
301
Synovus Financial
Georgia
$207K +$206K +4,067 New
GAM
302
Gotham Asset Management
New York
$205K – – –
TA
303
TrueWealth Advisors
Alabama
$203K – – –
ISL
304
Ingalls & Snyder LLC
New York
$203K – – –
CA
305
Clearstead Advisors
Ohio
$201K – – –
MWA
306
Medallion Wealth Advisors
Connecticut
$166K -$9.78K -193 -6%
BA
307
Bellwether Advisors
Nebraska
$154K – – –
CIAS
308
Capital Investment Advisory Services
North Carolina
$153K – – –
GWM
309
Geneos Wealth Management
Colorado
$151K +$132K +2,606 +726%
SRCM
310
Signature Resources Capital Management
California
$116K – – –
PS
311
Principal Securities
Iowa
$115K – – –
CA
312
CoreCap Advisors
Michigan
$103K +$102K +2,008 +13,387%
GJIA
313
Glass Jacobson Investment Advisors
Maryland
$87.8K – – –
EWA
314
EverSource Wealth Advisors
Alabama
$76.8K +$76.2K +1,505 +30,100%
VWWMG
315
Vermillion & White Wealth Management Group
Pennsylvania
$73.5K +$152 +3 +0.2%
AF
316
Advisornet Financial
Minnesota
$73.1K -$15.2K -300 -17%
SWM
317
Spire Wealth Management
Virginia
$69.2K +$51 +1 +0.1%
PWA
318
Physician Wealth Advisors
Utah
$68.1K -$35.4K -699 -34%
GEA
319
Glen Eagle Advisors
New Jersey
$56.7K – – –
TFGT
320
TS Financial Group (TSFG)
Illinois
$51K -$6.79K -134 -12%
IHWM
321
Iron Horse Wealth Management
Iowa
$48.6K -$760 -15 -2%
ITIM
322
Indiana Trust & Investment Management
Indiana
$47.5K – – –
DCM
323
Davidson Capital Management
Texas
$45.1K -$316K -6,239 -88%
BCWM
324
Bartlett & Co Wealth Management
Ohio
$44.8K – – –
AWM
325
AE Wealth Management
Kansas
$41K -$2.69K -53 -6%
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13
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