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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VW
301
Vance Wealth
California
$301K +$5.99K +117 +2%
SFG
302
Shum Financial Group
California
$289K -$121K -2,368 -30%
CKAIS
303
Christensen King & Associates Investment Services
Washington
$285K +$2.1K +41 +0.7%
FFA
304
Founders Financial Alliance
North Carolina
$285K +$1.23K +24 +0.4%
Advisory Services Network
305
Advisory Services Network
Georgia
$283K -$19.1K -374 -6%
JWA
306
JFS Wealth Advisors
Pennsylvania
$280K – – –
BA
307
Blueline Advisors
New Hampshire
$279K +$280K +5,462 New
TA
308
TrueWealth Advisors
Alabama
$279K – – –
GCWM
309
Guided Capital Wealth Management
Texas
$272K -$9.01K -176 -3%
Western Wealth Management
310
Western Wealth Management
Colorado
$267K -$1.89K -37 -0.7%
PCMU
311
Paragon Capital Management (Utah)
Utah
$265K -$23.7K -463 -8%
Caprock Group
312
Caprock Group
Idaho
$265K -$5.94K -116 -2%
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$263K -$12.6K -247 -5%
IWS
314
Insight Wealth Strategies
California
$263K -$112K -2,189 -30%
Alpha Cubed Investments
315
Alpha Cubed Investments
California
$262K – – –
MFS
316
Madrona Financial Services
Washington
$262K – – –
FPW
317
Flagship Private Wealth
Massachusetts
$260K +$1.07K +21 +0.4%
TF
318
Tompkins Financial
New York
$259K +$259K +5,063 New
MFA
319
Mayflower Financial Advisors
Massachusetts
$258K – – –
Allworth Financial
320
Allworth Financial
California
$256K – – –
Barclays
321
Barclays
United Kingdom
$254K – – –
Clearstead Advisors
322
Clearstead Advisors
Ohio
$252K +$50.2K +980 +25%
WFS
323
WealthGarden F.S.
California
$251K – – –
Scotia Capital
324
Scotia Capital
Ontario, Canada
$250K – – –
PA
325
PFG Advisors
Arizona
$249K -$200K -3,912 -44%