We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
51
Cooper Financial Group
California
$15.3M -$1.19M -23,606 -7%
SEI Investments
52
SEI Investments
Pennsylvania
$15.2M +$1.2M +23,859 +9%
NA
53
NewEdge Advisors
Louisiana
$15.2M +$3.06M +61,012 +25%
GIA
54
GHP Investment Advisors
Colorado
$13.4M -$610K -12,141 -4%
IWS
55
Insight Wealth Strategies
California
$13M -$409K -8,147 -3%
SS
56
Simplicity Solutions
Minnesota
$12.6M +$9.3M +185,218 +286%
WP
57
WealthSource Partners
California
$12.2M +$2.92M +58,148 +32%
HighTower Advisors
58
HighTower Advisors
Illinois
$11.5M +$2.78M +55,382 +32%
RCM
59
Requisite Capital Management
Texas
$11.1M +$2.37M +47,093 +27%
FAAS
60
First Allied Advisory Services
California
$11.1M +$1.58M +31,534 +17%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$11M -$397K -7,904 -4%
NFG
62
Next Financial Group
Texas
$10.6M -$587K -11,686 -5%
RBC
63
Roble Belko & Company
Pennsylvania
$10M +$508K +10,110 +5%
AWA
64
Arete Wealth Advisors
Illinois
$9.65M +$9.63M +191,821 New
BCI
65
Brinker Capital Investments
Pennsylvania
$9.5M +$1.99M +39,585 +27%
AF
66
Advisornet Financial
Minnesota
$9.48M +$51.4K +1,023 +0.5%
HWA
67
Heritage Wealth Advisors
Virginia
$9.36M -$158K -3,139 -2%
OAM
68
Occidental Asset Management
California
$9.36M +$2.78M +55,298 +42%
ST
69
Spinnaker Trust
Maine
$9.23M -$760K -15,138 -8%
TC
70
Trilogy Capital
California
$9.08M +$1.68M +33,550 +23%
SHGA
71
Sand Hill Global Advisors
California
$8.69M +$4.51M +89,803 +108%
MGIA
72
Matthew Goff Investment Advisor
Texas
$8.56M +$4.64M +92,317 +119%
SCM
73
Smith Capital Management
Arkansas
$8.3M +$14.8K +295 +0.2%
SFA
74
Stewardship Financial Advisors
Georgia
$7.6M -$4.51M -89,710 -37%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$7.6M +$4.89M +97,309 +181%