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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
376
SteelPeak Wealth
California
– -$308K -6,147 Closed
BL
377
Balentine LLC
Georgia
– -$240K -4,785 Closed
PCMC
378
Private Capital Management (Colorado)
Colorado
– -$231K -4,599 Closed
TFA
379
Teamwork Financial Advisors
Texas
– -$224K -4,456 Closed
WAP
380
Wealthcare Advisory Partners
Pennsylvania
– -$224K -4,456 Closed
HGWM
381
Horst & Graben Wealth Management
Oregon
– -$217K -4,325 Closed
AAS
382
Avantax Advisory Services
Texas
– -$214K -4,280 Closed
RA
383
Riversedge Advisors
Delaware
– -$214K -4,271 Closed
IWP
384
Icon Wealth Partners
Texas
– -$213K -4,255 Closed
CC
385
Copperleaf Capital
North Carolina
– -$211K -4,200 Closed
GC
386
Gilbert & Cook
Iowa
– -$209K -4,170 Closed
CAM
387
Concorde Asset Management
Michigan
– -$250K -4,005 Closed
FFG
388
Ford Financial Group
California
– -$161K -3,228 Closed
FPW
389
Flagship Private Wealth
Massachusetts
– -$159K -3,174 Closed
PGWM
390
Parisi Gray Wealth Management
New Jersey
– -$100K -2,000 Closed
WP
391
WealthShield Partners
North Carolina
– -$56K -1,123 Closed
CT
392
Caldwell Trust
Florida
– -$16K -319 Closed
SB
393
Strategic Blueprint
Georgia
– -$12K -245 Closed
SIC
394
Salem Investment Counselors
North Carolina
– -$8K -166 Closed
HFA
395
HC Financial Advisors
California
– -$5K -99 Closed
SSW
396
Smith Shellnut Wilson
Mississippi
– -$3K -60 Closed
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