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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$471K +$471K +9,397 New
CS
27
Credit Suisse
Switzerland
$437K -$357K -7,134 -45%
MAA
28
Managed Account Advisors
New Jersey
$401K +$401K +8,002 New
LG
29
LaFleur & Godfrey
Michigan
$386K – – –
CCFCSB
30
Cape Cod Five Cents Savings Bank
Massachusetts
$377K +$84.2K +1,680 +29%
CWM
31
Cabot Wealth Management
Massachusetts
$356K -$22.8K -455 -6%
CAN
32
Cetera Advisor Networks
California
$325K +$44.8K +895 +16%
AIM
33
Aspen Investment Management
Michigan
$316K -$2.4M -47,900 -88%
PAG
34
Private Advisor Group
New Jersey
$305K +$71.6K +1,430 +31%
AIG
35
American International Group
New York
$298K +$207K +4,125 +228%
DIA
36
Dana Investment Advisors
Wisconsin
$268K +$268K +5,346 New
AIM
37
Astor Investment Management
Illinois
$261K +$24.5K +489 +10%
PAM
38
Peak Asset Management
Colorado
$250K +$250K +4,990 New
NPF
39
Norris Perne & French
Michigan
$226K +$225K +4,500 New
Wells Fargo
40
Wells Fargo
California
$139K -$90.1K -1,799 -39%
DADC
41
D.A. Davidson & Co
Montana
$115K +$19.5K +390 +20%
CB
42
Community Bank
New York
$108K -$5.18M -103,425 -98%
KA
43
Klingman & Associates
New York
$100K – – –
CFS
44
Commonwealth Financial Services
West Virginia
$89K – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$87K – – –
US Bancorp
46
US Bancorp
Minnesota
$32K +$32.2K +642 New
Creative Planning
47
Creative Planning
Kansas
$25K +$25.1K +500 New
BCI
48
Brinker Capital Investments
Pennsylvania
$21K -$15K -300 -42%
WP
49
WealthPLAN Partners
Nebraska
$18K +$18.4K +368 New
Citadel Advisors
50
Citadel Advisors
Florida
– -$379K -7,573 Closed
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