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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
401
Wolff Wiese Magana
California
$3.85K – – –
CFD
402
Creative Financial Designs
Indiana
$3.5K +$3.5K +69 New
CFM
403
Compass Financial Management
Florida
$1.11K +$1.12K +22 New
HWM
404
HighMark Wealth Management
Minnesota
$476 – – –
MWC
405
MBM Wealth Consultants
Missouri
– -$17.2M -337,510 Closed
VIPI
406
Vista Investment Partners II
Indiana
– -$4.67M -91,940 Closed
IAA
407
Independent Advisor Alliance
North Carolina
– -$2.19M -43,044 Closed
KFP
408
KMG Fiduciary Partners
Ohio
– -$1.05M -20,617 Closed
KW
409
Keyvantage Wealth
Pennsylvania
– -$705K -13,876 Closed
TSS
410
Two Sigma Securities
New York
– -$556K -10,947 Closed
BWA
411
Boulder Wealth Advisors
Colorado
– -$497K -9,774 Closed
GSEP
412
Golden State Equity Partners
California
– -$416K -8,187 Closed
CTFG
413
Capstone Triton Financial Group
Oklahoma
– -$383K -7,520 Closed
OAP
414
One Advisory Partners
Kansas
– -$268K -5,266 Closed
MFA
415
Mayflower Financial Advisors
Massachusetts
– -$256K -5,041 Closed
FAM
416
Flaharty Asset Management
Florida
– -$245K -4,810 Closed
LWM
417
LongView Wealth Management
Georgia
– -$244K -4,786 Closed
TCIIS
418
TIAA-CREF Individual & Institutional Services
New York
– -$240K -4,714 Closed
AFP
419
Ausdal Financial Partners
Iowa
– -$238K -4,681 Closed
FVWA
420
Foster Victor Wealth Advisors
South Carolina
– -$236K -4,637 Closed
QP
421
Quartz Partners
New York
– -$227K -4,467 Closed
PA
422
PFG Advisors
Arizona
– -$217K -4,263 Closed
BCI
423
Brinker Capital Investments
Pennsylvania
– -$210K -4,137 Closed
NCM
424
New Capital Management
Texas
– -$209K -4,117 Closed
AP
425
Advisors Preferred
Maryland
– -$201K -3,961 Closed
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