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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KL
26
KWMG LLC
Kansas
$14.8M +$682K +13,343 +5%
PCP
27
Proficio Capital Partners
Massachusetts
$14.7M +$563K +11,020 +4%
Osaic Holdings
28
Osaic Holdings
Arizona
$14.4M +$907K +17,748 +7%
MWC
29
MBM Wealth Consultants
Missouri
$14.4M +$2.08M +40,665 +17%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$13.6M -$1.47M -28,776 -10%
Corient Private Wealth
31
Corient Private Wealth
Florida
$13.5M -$2.2M -43,166 -14%
MAG
32
Members Advisory Group
New York
$12.8M -$974K -19,071 -7%
WA
33
Waverly Advisors
Alabama
$12.5M +$6.87M +134,502 +124%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$12.4M -$129K -2,525 -1%
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$12.3M +$2.76M +54,001 +29%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$12.1M +$1.17M +22,922 +11%
Renaissance Technologies
37
Renaissance Technologies
New York
$12.1M -$5.27M -103,193 -30%
WA
38
WBH Advisory
Maryland
$11.5M +$2.14M +41,868 +23%
PAG
39
Private Advisor Group
New Jersey
$11.1M -$106K -2,082 -1%
HighTower Advisors
40
HighTower Advisors
Illinois
$10.3M +$69.2K +1,354 +0.7%
KDA
41
Kraft Davis & Associates
Missouri
$10.2M +$8.26M +161,748 +439%
IFS
42
Ifrah Financial Services
Arkansas
$10M +$53.6K +1,050 +0.5%
AWM
43
Axxcess Wealth Management
California
$9.94M +$761K +14,898 +8%
P
44
&Partners
Tennessee
$9.64M +$2.11M +41,357 +28%
KFAA
45
Klaas Financial Asset Advisors
Illinois
$9.63M +$192K +3,758 +2%
OC
46
Oppenheimer & Co
New York
$8.8M +$1.3M +25,500 +17%
JSA
47
Jacobson & Schmitt Advisors
Wisconsin
$8.67M +$3.17M +62,015 +58%
SPWG
48
Syntegra Private Wealth Group
Missouri
$8.66M +$6.47M +126,586 +300%
VNA
49
Valley National Advisers
Pennsylvania
$8.38M +$546K +10,680 +7%
GAM
50
Gotham Asset Management
New York
$8.35M +$8.07M +158,010 +3,232%