We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
76
Forvis Mazars Wealth Advisors
Missouri
$3.09M +$3.06M +60,300 New
SFG
77
Sovereign Financial Group
Connecticut
$3.08M +$79.5K +1,565 +3%
BAM
78
Belpointe Asset Management
Nevada
$3.05M +$2.31M +45,395 +322%
GWMR
79
GC Wealth Management RIA
Massachusetts
$3.03M +$366K +7,194 +14%
BCM
80
Brookstone Capital Management
Illinois
$3.03M -$17.3K -340 -0.6%
SLWA
81
San Luis Wealth Advisors
California
$3.01M -$1.7M -33,516 -36%
SPC
82
Sigma Planning Corp
Michigan
$2.91M +$595K +11,712 +26%
IFG
83
Independent Financial Group
California
$2.86M +$1.46M +28,675 +105%
VFA
84
Values First Advisors
Tennessee
$2.8M +$76.3K +1,502 +3%
KAS
85
Kestra Advisory Services
Texas
$2.74M -$8.92M -175,510 -77%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$2.72M +$9.96K +196 +0.4%
Betterment LLC
87
Betterment LLC
New York
$2.7M -$11.6K -228 -0.4%
AWS
88
Arkfeld Wealth Strategies
Nebraska
$2.69M -$57.7K -1,135 -2%
FAIM
89
Financial Advocates Investment Management
Washington
$2.65M -$30.3K -597 -1%
RIA
90
Realta Investment Advisors
Delaware
$2.52M +$120K +2,366 +5%
CRWM
91
Castle Rock Wealth Management
California
$2.36M +$53.7K +1,057 +2%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$2.33M +$66.4K +1,306 +3%
AWM
93
Ameliora Wealth Management
Switzerland
$2.32M -$3.16M -62,242 -58%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$2.32M +$326K +6,421 +17%
LA
95
LVW Advisors
New York
$2.29M +$158K +3,108 +7%
RJA
96
Raymond James & Associates
Florida
$2.27M +$77.3K +1,520 +4%
PG
97
Patten Group
Tennessee
$2.25M +$435K +8,560 +24%
KA
98
Klingman & Associates
New York
$2.21M
JP Morgan Chase
99
JP Morgan Chase
New York
$2.13M +$706K +13,884 +50%
ST
100
Spinnaker Trust
Maine
$2.06M +$273K +5,371 +15%