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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
301
Physician Wealth Solutions
Nevada
$279K -$125K -2,441 -31%
JWA
302
JFS Wealth Advisors
Pennsylvania
$279K – – –
TA
303
TrueWealth Advisors
Alabama
$277K – – –
ASN
304
Advisory Services Network
Georgia
$272K -$9.86K -193 -3%
WWM
305
Western Wealth Management
Colorado
$271K +$5.62K +110 +2%
GCWM
306
Guided Capital Wealth Management
Texas
$271K – – –
OAP
307
One Advisory Partners
Kansas
$268K +$269K +5,266 New
BA
308
Blueline Advisors
New Hampshire
$263K -$14.3K -280 -5%
MFS
309
Madrona Financial Services
Washington
$261K – – –
FPW
310
Flagship Private Wealth
Massachusetts
$260K +$970 +19 +0.4%
TF
311
Tompkins Financial
New York
$257K – – –
AFG
312
Allegheny Financial Group
Pennsylvania
$257K +$258K +5,056 New
MFA
313
Mayflower Financial Advisors
Massachusetts
$256K – – –
AF
314
Allworth Financial
California
$254K – – –
COCM
315
Charter Oak Capital Management
New Hampshire
$252K -$50.8K -995 -17%
WFS
316
WealthGarden F.S.
California
$249K – – –
WSCM
317
Wellington Shields Capital Management
New York
$246K -$68.2K -1,335 -22%
FAM
318
Flaharty Asset Management
Florida
$245K – – –
LWM
319
LongView Wealth Management
Georgia
$244K – – –
CBU
320
CIBC Bancorp USA
Illinois
$243K +$244K +4,787 New
PCMU
321
Paragon Capital Management (Utah)
Utah
$240K -$23.9K -468 -9%
TCIIS
322
TIAA-CREF Individual & Institutional Services
New York
$240K +$241K +4,714 New
AFP
323
Ausdal Financial Partners
Iowa
$238K +$5.77K +113 +2%
FVWA
324
Foster Victor Wealth Advisors
South Carolina
$236K -$316K -6,191 -57%
AR
325
Apeiron RIA
Texas
$234K – – –
11 12
13
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