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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
26
MBM Wealth Consultants
Missouri
$17.2M +$2.21M +43,353 +15%
KL
27
KWMG LLC
Kansas
$16.1M +$775K +15,185 +5%
AWM
28
Axxcess Wealth Management
California
$15.7M +$3.54M +69,328 +29%
WA
29
Waverly Advisors
Alabama
$15.2M +$2.02M +39,462 +15%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$14.8M +$1.06M +20,800 +8%
UBP
31
Union Bancaire Privee
Switzerland
$14.5M -$133K -2,612 -0.9%
SAM
32
Securian Asset Management
Minnesota
$14.4M
OC
33
Oppenheimer & Co
New York
$13.7M +$2.06M +40,269 +18%
PAG
34
Private Advisor Group
New Jersey
$13.5M +$775K +15,168 +6%
KDA
35
Kraft Davis & Associates
Missouri
$13.1M +$257K +5,039 +2%
WA
36
WBH Advisory
Maryland
$12.7M +$886K +17,355 +7%
PCP
37
Proficio Capital Partners
Massachusetts
$12.6M +$9.61M +188,135 +311%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$12.1M -$185K -3,621 -1%
CIA
39
Concurrent Investment Advisors
Florida
$11.9M +$3.33M +65,272 +38%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$11.8M -$160K -3,136 -1%
EH
41
Equitable Holdings
New York
$11.7M +$11.2M +219,291 +2,196%
SLWA
42
San Luis Wealth Advisors
California
$11.1M +$3.44M +67,342 +44%
TWM
43
Timmons Wealth Management
Massachusetts
$10.6M +$1.82M +35,636 +21%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$10M +$1.47M +28,858 +17%
SPWG
45
Syntegra Private Wealth Group
Missouri
$9.83M -$879K -17,206 -8%
VNA
46
Valley National Advisers
Pennsylvania
$9.59M +$437K +8,566 +5%
JSA
47
Jacobson & Schmitt Advisors
Wisconsin
$9.44M +$430K +8,422 +5%
KWM
48
Kingsview Wealth Management
Oregon
$9.39M -$1.74M -34,009 -16%
KAS
49
Kestra Advisory Services
Texas
$9.15M +$4.97M +97,238 +117%
IFS
50
Ifrah Financial Services
Arkansas
$9.11M -$1.02M -19,921 -10%