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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
351
Blue Trust Inc
Georgia
$4K +$49 +1 +1%
TCWA
352
Ten Capital Wealth Advisors
Washington
$3.4K – – –
WAS
353
Winch Advisory Services
Wisconsin
$3K -$58K -1,180 -95%
NFSG
354
Newbridge Financial Services Group
Florida
$2.05K +$49 +1 +2%
HCP
355
Hexagon Capital Partners
Arkansas
$1.72K – – –
CPG
356
Cornerstone Planning Group
New Jersey
$1.44K +$1.43K +29 New
CFD
357
Creative Financial Designs
Indiana
$1.08K – – –
MSCM
358
McElhenny Sheffield Capital Management
Texas
$985 +$983 +20 New
AWM
359
AllSquare Wealth Management
New York
$641 – – –
DMBA
360
Deseret Mutual Benefit Administrators
Utah
$49 – – –
CM
361
Cornerstone Management
Georgia
– -$5.48M -111,253 Closed
EWA
362
EverSource Wealth Advisors
Alabama
– -$5.48M -111,163 Closed
FF
363
Friedenthal Financial
New Jersey
– -$5.13M -104,100 Closed
Vanguard Personalized Indexing Management
364
Vanguard Personalized Indexing Management
California
– -$4.65M -94,364 Closed
CA
365
Cresta Advisors
Texas
– -$2.54M -51,620 Closed
FVWA
366
Foster Victor Wealth Advisors
South Carolina
– -$1.9M -38,590 Closed
RVPG
367
Relative Value Partners Group
– -$710K -14,421 Closed
OBWG
368
Onyx Bridge Wealth Group
New York
– -$606K -12,326 Closed
MIM
369
Marco Investment Management
Georgia
– -$513K -10,422 Closed
TP
370
Tranquility Partners
Tennessee
– -$439K -8,917 Closed
CI
371
CX Institutional
Indiana
– -$407K -8,258 Closed
VW
372
Vance Wealth
California
– -$381K -7,735 Closed
HWM
373
HB Wealth Management
Georgia
– -$345K -6,996 Closed
WWM
374
Western Wealth Management
Colorado
– -$277K -5,621 Closed
BWP
375
Bernardo Wealth Planning
Pennsylvania
– -$231K -4,704 Closed