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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
326
Callan Family Office
Pennsylvania
$257K +$258K +5,081 New
TF
327
Tompkins Financial
New York
$256K – – –
AFG
328
Allegheny Financial Group
Pennsylvania
$256K – – –
AF
329
Allworth Financial
California
$253K – – –
CKAIS
330
Christensen King & Associates Investment Services
Washington
$253K -$30.3K -597 -11%
NF
331
Nikulski Financial
Iowa
$248K -$50.7K -1,000 -17%
WSCM
332
Wellington Shields Capital Management
New York
$246K – – –
MWM
333
Modern Wealth Management
Kansas
$244K +$244K +4,810 New
PS
334
Principal Securities
Iowa
$238K +$238K +4,702 New
BRWA
335
B. Riley Wealth Advisors
Florida
$236K +$236K +4,657 New
IA
336
IFG Advisory
Georgia
$235K +$235K +4,641 New
AR
337
Apeiron RIA
Texas
$233K – – –
HIP
338
HUB Investment Partners
Texas
$232K +$232K +4,583 New
Q1WB
339
Quest 10 Wealth Builders
Virginia
$231K +$23.9K +472 +12%
RA
340
RFG Advisory
Alabama
$230K +$230K +4,544 New
PAMG
341
Patton Albertson Miller Group
Tennessee
$229K – – –
WFA
342
WestHill Financial Advisors
California
$226K – – –
SC
343
Scotia Capital
Ontario, Canada
$226K – – –
CBU
344
CIBC Bancorp USA
Illinois
$226K -$16.7K -330 -7%
BWS
345
Buck Wealth Strategies
Colorado
$225K +$225K +4,439 New
MWA
346
Medallion Wealth Advisors
Connecticut
$220K +$6.64K +131 +4%
PCMU
347
Paragon Capital Management (Utah)
Utah
$217K -$22.1K -435 -9%
PWMAG
348
Pinnacle Wealth Management Advisory Group
New Jersey
$215K -$8.37K -165 -4%
SWA
349
Sax Wealth Advisors
New Jersey
$212K +$212K +4,178 New
SHFA
350
Sherrill & Hutchins Financial Advisory
Georgia
$212K +$213K +4,192 New
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