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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
326
Winch Advisory Services
Wisconsin
$3K +$50 +1 +1%
CAM
327
Chesapeake Asset Management
New York
$2.89K – – –
HCP
328
Hexagon Capital Partners
Arkansas
$1.75K – – –
CPG
329
Cornerstone Planning Group
New Jersey
$1.45K – – –
BWL
330
Bogart Wealth LLC
Virginia
$1.45K +$1.44K +29 New
HGERS
331
Householder Group Estate & Retirement Specialist
Arizona
$1.2K +$1.19K +24 New
CFD
332
Creative Financial Designs
Indiana
$1.1K – – –
AIC
333
Archer Investment Corporation
Indiana
$1.04K +$1.04K +21 New
AWM
334
AllSquare Wealth Management
New York
$649 – – –
HWP
335
Highline Wealth Partners
California
$150 +$149 +3 New
SLF
336
Sun Life Financial
Ontario, Canada
– -$40.3M -810,259 Closed
AWA
337
Aaron Wealth Advisors
Illinois
– -$7.24M -145,519 Closed
EWM
338
Elmwood Wealth Management
California
– -$3.44M -69,115 Closed
HW
339
Hancock Whitney
Mississippi
– -$1.86M -37,465 Closed
CG
340
Colony Group
Massachusetts
– -$1M -20,144 Closed
NWM
341
NEIRG Wealth Management
Massachusetts
– -$873K -17,561 Closed
Bessemer Group
342
Bessemer Group
New Jersey
– -$502K -10,100 Closed
IAIM
343
Industrial Alliance Investment Management
Quebec, Canada
– -$397K -7,978 Closed
CM
344
Cohanzick Management
New York
– -$6.36K -6,363 Closed
Brown Advisory
345
Brown Advisory
Maryland
– -$300K -6,030 Closed
CHJWM
346
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$270K -5,430 Closed
MSFS
347
Main Street Financial Solutions
Pennsylvania
– -$256K -5,159 Closed
CSPAM
348
Cary Street Partners Asset Management
Virginia
– -$255K -5,123 Closed
CIA
349
Capital Investment Advisors
Georgia
– -$250K -5,019 Closed
Janney Montgomery Scott
350
Janney Montgomery Scott
Pennsylvania
– -$244K -4,917 Closed