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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthSource Partners
California
$14.4M +$2.16M +42,994 +18%
SS
52
Simplicity Solutions
Minnesota
$14.2M +$1.57M +31,299 +13%
GIA
53
GHP Investment Advisors
Colorado
$12.6M -$757K -15,050 -6%
CFG
54
Cooper Financial Group
California
$12.1M -$3.2M -63,577 -21%
HighTower Advisors
55
HighTower Advisors
Illinois
$11.7M +$235K +4,667 +2%
AI
56
Atria Investments
North Carolina
$11.6M -$3.7M -73,525 -24%
MGIA
57
Matthew Goff Investment Advisor
Texas
$11.5M +$2.92M +57,991 +34%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$11.3M +$342K +6,798 +3%
TC
59
Trilogy Capital
California
$11.3M +$2.19M +43,646 +24%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$10.9M +$3.28M +65,233 +43%
AWA
61
Arete Wealth Advisors
Illinois
$10.7M +$994K +19,756 +10%
FAAS
62
First Allied Advisory Services
California
$10.6M -$492K -9,784 -4%
ECM
63
ETrade Capital Management
Virginia
$10.5M +$8.71M +173,214 +481%
NFG
64
Next Financial Group
Texas
$10.2M -$352K -7,007 -3%
RBC
65
Roble Belko & Company
Pennsylvania
$10.2M +$172K +3,428 +2%
OAM
66
Occidental Asset Management
California
$10.1M +$735K +14,624 +8%
UCFA
67
United Capital Financial Advisors
Texas
$9.57M -$37.3M -740,897 -80%
HWA
68
Heritage Wealth Advisors
Virginia
$8.68M -$677K -13,465 -7%
JP Morgan Chase
69
JP Morgan Chase
New York
$8.5M -$11.5M -228,538 -58%
CIM
70
Corda Investment Management
Texas
$8.45M +$1.34M +26,725 +19%
Stifel Financial
71
Stifel Financial
Missouri
$8.1M +$1.72M +34,232 +27%
SCM
72
Smith Capital Management
Arkansas
$8.09M -$217K -4,310 -3%
SFS
73
Sowell Financial Services
Arkansas
$7.95M +$7.94M +157,901 New
RCM
74
Requisite Capital Management
Texas
$7.91M -$3.15M -62,543 -28%
CFGS
75
Concourse Financial Group Securities
Alabama
$7.9M -$33.9M -674,265 -81%