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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$15.7M +$15.6M +306,453 New
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$15M -$3.85M -75,899 -20%
PCP
28
Proficio Capital Partners
Massachusetts
$14.1M +$14M +275,970 New
KL
29
KWMG LLC
Kansas
$14M +$399K +7,860 +3%
MAG
30
Members Advisory Group
New York
$13.8M -$2.89M -56,927 -17%
Osaic Holdings
31
Osaic Holdings
Arizona
$13.5M -$517K -10,177 -4%
AAS
32
Avantax Advisory Services
Texas
$13.4M +$1.15M +22,665 +9%
NA
33
NewEdge Advisors
Louisiana
$12.8M -$4.61M -90,819 -27%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$12.4M +$44.4K +875 +0.4%
MWC
35
MBM Wealth Consultants
Missouri
$12.2M +$408K +8,025 +3%
PAG
36
Private Advisor Group
New Jersey
$11.1M +$2.04M +40,136 +23%
KAS
37
Kestra Advisory Services
Texas
$11.1M +$7.74M +152,423 +238%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$10.9M +$16K +316 +0.1%
HighTower Advisors
39
HighTower Advisors
Illinois
$10.2M +$301K +5,924 +3%
IFS
40
Ifrah Financial Services
Arkansas
$9.92M -$14.7K -289 -0.1%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$9.62M -$1.29M -25,416 -12%
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$9.46M +$5.52M +108,608 +142%
KFAA
43
Klaas Financial Asset Advisors
Illinois
$9.4M +$207K +4,081 +2%
WA
44
WBH Advisory
Maryland
$9.31M +$1.67M +32,968 +22%
AWM
45
Axxcess Wealth Management
California
$9.15M +$1.91M +37,582 +27%
SFA
46
Semmax Financial Advisors
North Carolina
$8.83M +$272K +5,348 +3%
Mariner
47
Mariner
Kansas
$8.18M +$2.44M +47,977 +43%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$8.06M -$994K -19,564 -11%
VNA
49
Valley National Advisers
Pennsylvania
$7.81M +$548K +10,795 +8%
P
50
&Partners
Tennessee
$7.5M +$4.1M +80,755 +122%