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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
326
City State Bank
Iowa
$8.79K
WWP
327
WR Wealth Planners
Missouri
$8.69K -$8.01K -158 -48%
SAM
328
Smartleaf Asset Management
Massachusetts
$7.72K
JFA
329
JNBA Financial Advisors
Minnesota
$6.33K +$101 +2 +2%
AIM
330
Anchor Investment Management
South Carolina
$6.31K
EB
331
Eastern Bank
Massachusetts
$6.16K
Fidelity Investments
332
Fidelity Investments
Massachusetts
$5.5K -$51 -1 -0.9%
NEAM
333
New England Asset Management
Connecticut
$5.05K
CIR
334
Clear Investment Research
Georgia
$4.84K
AssetMark Inc
335
AssetMark Inc
California
$4.54K +$2.23K +44 +96%
MAS
336
MPWM Advisory Solutions
Georgia
$4.39K +$4.41K +87 New
WAS
337
Winch Advisory Services
Wisconsin
$3.73K +$51 +1 +1%
TAM
338
Tucker Asset Management
Colorado
$3.54K
CAS
339
Coppell Advisory Solutions
Texas
$3.38K
CWC
340
Carolinas Wealth Consulting
North Carolina
$3.33K +$3.35K +66 New
AG
341
AmeriFlex Group
Nevada
$2.74K +$2.74K +54 New
PA
342
PSI Advisors
Florida
$1.57K -$4.61K -91 -75%
T
343
Transce3nd
Texas
$859 +$862 +17 New
CA
344
CoreCap Advisors
Michigan
$758 -$42.6K -841 -98%
AWM
345
AllSquare Wealth Management
New York
$657
BWL
346
Bogart Wealth LLC
Virginia
$556
EWA
347
EverSource Wealth Advisors
Alabama
$253 +$254 +5 New
S
348
Sachetta
Massachusetts
$51
DAS
349
Dynamic Advisor Solutions
Arizona
-$1.47M -28,784 Closed
CSPIA
350
Cary Street Partners Investment Advisory
Virginia
-$1.25M -24,415 Closed