We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
351
Sherrill & Hutchins Financial Advisory
Georgia
$212K +$213K +4,192 New
PIMG
352
Patriot Investment Management Group
Tennessee
$210K +$210K +4,150 New
FHA
353
Flagship Harbor Advisors
Massachusetts
$208K +$152 +3 +0.1%
LWA
354
Lantern Wealth Advisors
New York
$207K +$207K +4,080 New
SVWG
355
Shared Vision Wealth Group
United States
$205K – – –
ISL
356
Ingalls & Snyder LLC
New York
$203K – – –
BFP
357
Birchwood Financial Partners
Minnesota
$196K +$51 +1 +0%
AF
358
Advisornet Financial
Minnesota
$193K +$28.5K +562 +17%
KFGG
359
Keystone Financial Group (Georgia)
Georgia
$167K -$25.1K -496 -13%
SWM
360
Spire Wealth Management
Virginia
$162K -$13K -256 -7%
CIAS
361
Capital Investment Advisory Services
North Carolina
$155K -$2.38K -47 -2%
PTC
362
Private Trust Company
Ohio
$144K -$963 -19 -0.7%
SRCM
363
Signature Resources Capital Management
California
$116K – – –
WSC
364
Wellington Shields & Co
New York
$108K -$25.6K -505 -19%
AWM
365
AE Wealth Management
Kansas
$82.5K -$208K -4,094 -72%
FF
366
Friedenthal Financial
New Jersey
$65.2K +$65.3K +1,287 New
GEA
367
Glen Eagle Advisors
New Jersey
$56.5K – – –
KFA
368
Kelleher Financial Advisors
New York
$50.7K +$25.4K +500 +100%
FB
369
First Bancorp
Maine
$50.7K +$50.7K +1,000 New
William Blair & Company
370
William Blair & Company
Illinois
$50.2K -$152K -3,006 -75%
TFGT
371
TS Financial Group (TSFG)
Illinois
$46K – – –
BCWM
372
Bartlett & Co Wealth Management
Ohio
$44.6K – – –
SWM
373
SHP Wealth Management
Massachusetts
$43.1K +$43.1K +850 New
GFA
374
Godfrey Financial Associates
New York
$41K +$3.04K +60 +8%
ITIM
375
Indiana Trust & Investment Management
Indiana
$40.2K – – –