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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
51
Cassady Schiller Wealth Management
Ohio
$6.43M +$2.16M +43,102 +51%
AWM
52
Ameliora Wealth Management
Switzerland
$6.4M -$333K -6,647 -5%
KAS
53
Kestra Advisory Services
Texas
$6.1M +$99.9K +1,997 +2%
FMN
54
Financial Management Network
California
$5.62M +$502K +10,025 +10%
SCA
55
STALEY CAPITAL ADVISERS
Pennsylvania
$5.62M +$816K +16,300 +17%
EWA
56
Exencial Wealth Advisors
Oklahoma
$5.48M -$343K -6,863 -6%
AIM
57
Astor Investment Management
Illinois
$5.48M -$123K -2,461 -2%
PA
58
Pinnacle Associates
New York
$5.44M +$446K +8,919 +9%
Stifel Financial
59
Stifel Financial
Missouri
$5.12M -$1.36M -27,195 -21%
CIC
60
Canal Insurance Company
South Carolina
$5.05M
CF
61
CNA Financial
Illinois
$5.05M
AI
62
Auour Investments
Massachusetts
$4.91M +$29.6K +592 +0.6%
OC
63
Oppenheimer & Co
New York
$4.82M +$52.4K +1,048 +1%
PWM
64
Proathlete Wealth Management
Florida
$4.74M +$4.7M +93,861 New
OWA
65
Outlook Wealth Advisors
Texas
$4.62M -$409K -8,166 -8%
Mariner
66
Mariner
Kansas
$4.56M -$1.01M -20,181 -18%
GM
67
GeoWealth Management
Illinois
$4.55M +$4.51M +90,026 +79,669%
JP Morgan Chase
68
JP Morgan Chase
New York
$4.5M -$912K -18,219 -17%
HighTower Advisors
69
HighTower Advisors
Illinois
$4.49M +$1.81M +36,245 +69%
RF
70
Rollins Financial
Georgia
$4.42M +$587K +11,736 +15%
RFA
71
Rollins Financial Advisors
New York
$4.42M +$4.38M +87,556 New
RFWA
72
RPg Family Wealth Advisory
Massachusetts
$4.2M +$63.1K +1,260 +2%
ST
73
Smithfield Trust
Pennsylvania
$4.08M -$1.06M -21,194 -21%
JSA
74
Jacobson & Schmitt Advisors
Wisconsin
$3.71M +$197K +3,935 +6%
SCA
75
Sage Capital Advisors
South Dakota
$3.69M +$200 +4 +0%