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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$14.7M +$2.47M +48,277 +20%
SAM
27
Securian Asset Management
Minnesota
$14.5M -$1.79M -35,000 -11%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$13.9M +$1.76M +34,435 +15%
Corient Private Wealth
29
Corient Private Wealth
Florida
$13.5M -$819 -16 -0%
WA
30
Waverly Advisors
Alabama
$13.3M +$824K +16,090 +7%
KDA
31
Kraft Davis & Associates
Missouri
$12.9M +$2.78M +54,257 +27%
PAG
32
Private Advisor Group
New Jersey
$12.8M +$1.78M +34,840 +16%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$12.4M -$1.23M -23,934 -9%
AWM
34
Axxcess Wealth Management
California
$12.2M +$2.29M +44,733 +23%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$12M -$290K -5,666 -2%
WA
36
WBH Advisory
Maryland
$11.9M +$458K +8,952 +4%
OC
37
Oppenheimer & Co
New York
$11.7M +$2.97M +57,933 +34%
KWM
38
Kingsview Wealth Management
Oregon
$11.2M +$3.67M +71,769 +49%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$10.8M -$5.54M -108,145 -34%
SPWG
40
Syntegra Private Wealth Group
Missouri
$10.8M +$2.14M +41,874 +25%
HighTower Advisors
41
HighTower Advisors
Illinois
$10.4M +$127K +2,490 +1%
CCMG
42
Clark Capital Management Group
Pennsylvania
$10.3M +$10.3M +200,875 New
GAM
43
Gotham Asset Management
New York
$10.2M +$1.91M +37,311 +23%
IFS
44
Ifrah Financial Services
Arkansas
$10.2M +$194K +3,787 +2%
SF
45
Summit Financial
New Jersey
$10.1M -$8.31M -162,401 -45%
KFAA
46
Klaas Financial Asset Advisors
Illinois
$9.88M +$285K +5,577 +3%
P
47
&Partners
Tennessee
$9.58M -$33.4K -653 -0.3%
VNA
48
Valley National Advisers
Pennsylvania
$9.2M +$846K +16,523 +10%
JSA
49
Jacobson & Schmitt Advisors
Wisconsin
$9.06M +$420K +8,199 +5%
TWM
50
Timmons Wealth Management
Massachusetts
$8.81M +$8.83M +172,443 New