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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Securian Asset Management
Minnesota
$31.9M +$1.33M +26,400 +4%
RJA
27
Raymond James & Associates
Florida
$30.9M +$5.09M +101,170 +20%
KPW
28
Kore Private Wealth
New York
$30.2M -$3.86M -76,775 -11%
GWM
29
Geneos Wealth Management
Colorado
$30M -$3.35M -66,683 -10%
MM
30
Main Management
California
$27.9M +$376K +7,482 +1%
CCA
31
Clearwater Capital Advisors
Illinois
$23.1M +$7.83M +155,674 +51%
AWM
32
AE Wealth Management
Kansas
$22.8M +$516K +10,255 +2%
WP
33
WealthSource Partners
California
$20.3M +$5.91M +117,552 +41%
CFGS
34
Concourse Financial Group Securities
Alabama
$20.1M +$12.3M +243,972 +155%
GIA
35
GHP Investment Advisors
Colorado
$20.1M +$7.54M +149,839 +60%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$19.6M -$255K -5,066 -1%
FWM
37
Focused Wealth Management
New York
$19.2M +$4.6M +91,474 +31%
Truist Financial
38
Truist Financial
North Carolina
$18.9M +$18.9M +376,787 New
WC
39
Whitney & Co
New York
$18.7M +$181K +3,593 +1%
SS
40
Simplicity Solutions
Minnesota
$17.9M +$3.82M +76,014 +27%
BCMO
41
Buckingham Capital Management (Ohio)
Ohio
$17.7M -$1.36M -27,050 -7%
SEI Investments
42
SEI Investments
Pennsylvania
$17.6M +$1.09M +21,765 +7%
KA
43
Klingman & Associates
New York
$16.1M +$752K +14,954 +5%
SCA
44
STALEY CAPITAL ADVISERS
Pennsylvania
$15.4M +$769K +15,300 +5%
M&T Bank
45
M&T Bank
New York
$15.2M +$20.4M +405,116 +1,040%
MGIA
46
Matthew Goff Investment Advisor
Texas
$13.8M +$2.32M +46,071 +20%
CS
47
Comerica Securities
Michigan
$13.7M -$3.02M -60,020 -18%
TC
48
Trilogy Capital
California
$13.3M +$2.01M +40,002 +18%
MPW
49
MA Private Wealth
California
$13.1M -$2.63M -52,250 -17%
MAFM
50
Mid Atlantic Financial Management
Pennsylvania
$13M -$8.67M -172,409 -40%