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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PF
376
PlanVest Financial
Maryland
$36.6K +$51 +1 +0.1%
GWM
377
Geneos Wealth Management
Colorado
$36.4K -$50.9K -1,004 -58%
HC
378
Hurley Capital
New York
$35.1K +$406 +8 +1%
IAS
379
IMA Advisory Services
Colorado
$30.4K +$30.4K +600 New
CWM
380
Consultiva Wealth Management
Puerto Rico
$28.6K +$12.9K +255 +82%
DCM
381
Davidson Capital Management
Texas
$28.4K
FMP
382
Financial Management Professionals
Texas
$25.1K
CAIM
383
Catherine Avery Investment Management
Florida
$20.8K +$20.8K +410 New
SWAG
384
Spectrum Wealth Advisory Group
California
$15.4K +$15.4K +304 New
BC
385
Barrett & Company
Rhode Island
$15K
UB
386
UMB Bank
Missouri
$15K +$15K +296 New
RDFA
387
Ritter Daniher Financial Advisory
Ohio
$12.7K
HIC
388
Hamrick Investment Counsel
Washington
$11.7K -$3.04K -60 -21%
CSB
389
City State Bank
Iowa
$8.81K
SEP
390
Signature Equity Partners
Ohio
$6.84K +$51 +1 +0.7%
JFA
391
JNBA Financial Advisors
Minnesota
$6.72K +$101 +2 +2%
CFFP
392
Center for Financial Planning
Michigan
$6.64K
CSPIA
393
Cary Street Partners Investment Advisory
Virginia
$6.51K +$51 +1 +0.8%
FHC
394
First Horizon Corporation
Tennessee
$6.33K +$6.34K +125 New
US Bancorp
395
US Bancorp
Minnesota
$5.07K -$100K -1,972 -95%
HFS
396
Hughes Financial Services
Virginia
$5.07K -$51 -1 -1%
NEAM
397
New England Asset Management
Connecticut
$5.07K +$5.07K +100 New
PWA
398
Physician Wealth Advisors
Utah
$4.73K +$51 +1 +1%
AssetMark Inc
399
AssetMark Inc
California
$4.71K -$2.69K -53 -36%
WAS
400
Winch Advisory Services
Wisconsin
$3.98K +$51 +1 +1%