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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
351
Goodwin Investment Advisory
Georgia
$3K – – –
PB
352
Pinnacle Bancorp
Nebraska
$3K – – –
TCWA
353
Ten Capital Wealth Advisors
Washington
$3K – – –
Avior Wealth Management
354
Avior Wealth Management
Nebraska
$2K – – –
HCP
355
Hexagon Capital Partners
Arkansas
$2K – – –
PO
356
Private Ocean
California
$2K +$2.04K +41 New
AWM
357
AllSquare Wealth Management
New York
$1K – – –
CFD
358
Creative Financial Designs
Indiana
$1K – – –
Conning Inc
359
Conning Inc
Connecticut
– -$12.1M -243,000 Closed
MCAI
360
Members Capital Advisors Inc
Wisconsin
– -$9.98M -199,860 Closed
AO
361
Advisor OS
Illinois
– -$6.03M -120,726 Closed
Citadel Advisors
362
Citadel Advisors
Florida
– -$5.29M -105,948 Closed
IFG
363
Investors Financial Group
Minnesota
– -$2.35M -46,955 Closed
WA
364
Waddell & Associates
Tennessee
– -$1.62M -32,456 Closed
Sowell Financial Services
365
Sowell Financial Services
Arkansas
– -$1.45M -28,933 Closed
BWG
366
Beta Wealth Group
California
– -$1.21M -24,126 Closed
LJAC
367
L.J. Altfest & Co
New York
– -$1.19M -23,729 Closed
CL
368
CPWM LLC
Washington
– -$1.01M -20,215 Closed
FCFC
369
First Citizens Financial Corp
Iowa
– -$996K -19,945 Closed
Guggenheim Capital
370
Guggenheim Capital
Illinois
– -$885K -17,722 Closed
SFP
371
Shepherd Financial Partners
Massachusetts
– -$774K -15,514 Closed
UWPG
372
Ullmann Wealth Partners Group
Florida
– -$591K -11,841 Closed
Equitable Holdings
373
Equitable Holdings
New York
– -$558K -11,164 Closed
CWS
374
Cypress Wealth Services
California
– -$485K -9,706 Closed
ACP
375
Aveo Capital Partners
Colorado
– -$403K -8,070 Closed