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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
376
Darwin Wealth Management
Florida
$1K +$1.74K +35 New
CCA
377
Conservest Capital Advisors
Pennsylvania
– -$48.9M -973,829 Closed
RiverFront Investment Group
378
RiverFront Investment Group
Virginia
– -$36.9M -735,149 Closed
GIA
379
GHP Investment Advisors
Colorado
– -$20.1M -400,764 Closed
TC
380
Trilogy Capital
California
– -$13.3M -264,305 Closed
AWA
381
Arete Wealth Advisors
Illinois
– -$11.1M -220,952 Closed
OAM
382
Occidental Asset Management
California
– -$10.6M -210,846 Closed
CIM
383
Corda Investment Management
Texas
– -$10.5M -208,430 Closed
Heritage Wealth Advisors
384
Heritage Wealth Advisors
Virginia
– -$8.09M -160,997 Closed
JGIA
385
Jackson Grant Investment Advisers
Connecticut
– -$7.61M -152,707 -96%
Millennium Management
386
Millennium Management
New York
– -$6.1M -121,470 Closed
KFGK
387
Keystone Financial Group (Kentucky)
Kentucky
– -$4.12M -81,998 Closed
BRG
388
Bay Rivers Group
Virginia
– -$3.3M -65,692 Closed
WIC
389
Woodmont Investment Counsel
Tennessee
– -$2.68M -53,320 Closed
CRCM
390
Corbett Road Capital Management
Virginia
– -$2.29M -45,582 Closed
JWM
391
Jackson Wealth Management
Florida
– -$1.43M -28,450 Closed
VHAM
392
Van Hulzen Asset Management
California
– -$1.41M -28,146 Closed
GSC
393
G&S Capital
Colorado
– -$1.28M -25,570 Closed
LFPWM
394
Leicht Financial Planning & Wealth Management
New Jersey
– -$1.28M -25,526 Closed
PAM
395
Peak Asset Management
Colorado
– -$1M -19,998 Closed
RWRC
396
R.W. Roge & Company
New York
– -$983K -19,551 Closed
MFG
397
Menard Financial Group
Texas
– -$937K -18,643 Closed
SIM
398
Stratos Investment Management
Ohio
– -$902K -17,948 Closed
MWM
399
MorganRosel Wealth Management
Colorado
– -$825K -16,411 Closed
Homrich & Berg
400
Homrich & Berg
Georgia
– -$767K -15,260 Closed