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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
51
Winch Advisory Services
Wisconsin
$12.9M -$3.62M -71,972 -22%
NA
52
NewEdge Advisors
Louisiana
$11.8M -$4.24M -84,345 -26%
ECM
53
ETrade Capital Management
Virginia
$11.8M +$1.25M +24,893 +12%
AWA
54
Arete Wealth Advisors
Illinois
$11.1M +$471K +9,375 +4%
UCFA
55
United Capital Financial Advisors
Texas
$11.1M +$1.49M +29,715 +16%
HighTower Advisors
56
HighTower Advisors
Illinois
$10.8M -$896K -17,823 -8%
OAM
57
Occidental Asset Management
California
$10.6M +$520K +10,337 +5%
CIM
58
Corda Investment Management
Texas
$10.5M +$2.04M +40,650 +24%
JP Morgan Chase
59
JP Morgan Chase
New York
$10.4M +$1.88M +37,405 +22%
RBC
60
Roble Belko & Company
Pennsylvania
$10.1M -$59.4K -1,181 -0.6%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$9.98M -$7.43M -147,726 -43%
RCM
62
Requisite Capital Management
Texas
$9.85M +$1.95M +38,859 +25%
SHGA
63
Sand Hill Global Advisors
California
$9.77M +$2.01M +39,998 +26%
MCIA
64
Mountain Capital Investment Advisors
Colorado
$9.54M +$9.54M +189,772 New
BCM
65
Brookstone Capital Management
Illinois
$9.48M -$10M -199,820 -51%
SCM
66
Smith Capital Management
Arkansas
$9.4M +$1.33M +26,350 +16%
SW
67
SteelPeak Wealth
California
$9.19M +$9.19M +182,837 New
SFA
68
Stewardship Financial Advisors
Georgia
$8.88M +$1.05M +20,858 +13%
CFG
69
Cooper Financial Group
California
$8.71M -$3.36M -66,818 -28%
AI
70
Atria Investments
North Carolina
$8.58M -$3.01M -59,887 -26%
FAAS
71
First Allied Advisory Services
California
$8.54M -$2.01M -39,981 -19%
CC
72
Copperleaf Capital
North Carolina
$8.46M +$8.46M +168,259 New
HWA
73
Heritage Wealth Advisors
Virginia
$8.09M -$576K -11,460 -7%
JGIA
74
Jackson Grant Investment Advisers
Connecticut
$8.02M +$558K +11,105 +7%
ST
75
Spinnaker Trust
Maine
$8.02M +$289K +5,742 +4%