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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
351
Capital Advisors Wealth Management
Washington
– -$590K -11,982 Closed
SFA
352
Sequoia Financial Advisors
Ohio
– -$542K -11,008 Closed
DIP
353
DT Investment Partners
Pennsylvania
– -$532K -10,803 Closed
JSW
354
Journey Strategic Wealth
New Jersey
– -$414K -8,400 Closed
VC
355
Vicus Capital
Pennsylvania
– -$412K -8,360 Closed
SOS
356
Silver Oak Securities
Tennessee
– -$370K -7,507 Closed
KWS
357
Keystone Wealth Services
California
– -$331K -6,722 Closed
LWM
358
Ledge Wealth Management
Minnesota
– -$303K -6,152 Closed
VWA
359
V Wealth Advisors
Kansas
– -$295K -5,992 Closed
FM
360
Foster & Motley
Ohio
– -$285K -5,778 Closed
FA
361
FDx Advisors
Illinois
– -$266K -5,398 Closed
CBN
362
Cadence Bank NA
Texas
– -$244K -4,960 Closed
T
363
TCWP
Ohio
– -$216K -4,394 Closed
GVAG
364
Great Valley Advisor Group
Delaware
– -$208K -4,224 Closed
PFGIA
365
Patriot Financial Group Insurance Agency
Massachusetts
– -$128K -2,593 Closed
SSB
366
Sandy Spring Bank
Maryland
– -$69K -1,397 Closed
SFCL
367
Strengthening Families & Communities LLC
Massachusetts
– -$50K -1,000 Closed
DWA
368
Dougherty Wealth Advisers
Minnesota
– -$31K -625 Closed
CA
369
CoreCap Advisors
Michigan
– -$27K -549 Closed
SWM
370
SeaCrest Wealth Management
New York
– -$25K -500 Closed
HR
371
Howe & Rusling
New York
– -$24K -485 Closed
AIP
372
Ahrens Investment Partners
Louisiana
– -$20K -400 Closed
S
373
Surevest
California
– -$19K -387 Closed
GLLW
374
Graves Light Lenhart Wealth
Virginia
– -$19K -384 Closed
RIM
375
Rockbridge Investment Management
New York
– -$6.55K -133 Closed
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