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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCIA
51
Mountain Capital Investment Advisors
Colorado
$12.2M +$2.92M +58,552 +31%
BCM
52
Brookstone Capital Management
Illinois
$11.8M +$2.77M +55,599 +29%
CS
53
Comerica Securities
Michigan
$11.7M -$1.59M -31,833 -12%
GLR
54
Great Lakes Retirement
Ohio
$11.4M +$8.21M +164,769 +232%
NA
55
NewEdge Advisors
Louisiana
$11.3M -$77.6K -1,557 -0.7%
AC
56
Athanor Capital
New York
$11.2M +$11.5M +230,213 New
UCFA
57
United Capital Financial Advisors
Texas
$10.8M +$98.7K +1,981 +0.9%
CAN
58
Cetera Advisor Networks
California
$10.7M +$5.26M +105,623 +91%
FWM
59
Focused Wealth Management
New York
$10.6M -$8.17M -163,933 -43%
OPS
60
Orion Portfolio Solutions
Nebraska
$10.3M +$10.6M +212,277 New
SHGA
61
Sand Hill Global Advisors
California
$9.76M +$338K +6,787 +3%
SW
62
SteelPeak Wealth
California
$9.42M +$573K +11,510 +6%
RBC
63
Roble Belko & Company
Pennsylvania
$9.26M -$525K -10,536 -5%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$9.23M +$1.8M +36,045 +23%
SFA
65
Stewardship Financial Advisors
Georgia
$8.72M +$152K +3,049 +2%
CT
66
Columbia Trust
Oregon
$8.41M +$1.93M +38,682 +29%
GM
67
GeoWealth Management
Illinois
$8.2M +$867K +17,395 +11%
AI
68
Atria Investments
North Carolina
$8.17M -$111K -2,235 -1%
SCM
69
Smith Capital Management
Arkansas
$7.93M -$1.17M -23,480 -13%
CFG
70
Cooper Financial Group
California
$7.88M -$542K -10,876 -6%
OWA
71
Outlook Wealth Advisors
Texas
$7.72M +$7.93M +159,266 New
FFC
72
Fure Financial Corporation
Minnesota
$7.34M +$18.4K +369 +0.2%
KL
73
KWMG LLC
Kansas
$7.14M +$2.07M +41,601 +39%
CC
74
Copperleaf Capital
North Carolina
$7.09M -$1.1M -21,989 -13%
MAFM
75
Mid Atlantic Financial Management
Pennsylvania
$7.04M -$5.67M -113,733 -44%