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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$3.63M +$326K +6,427 +10%
Citadel Advisors
77
Citadel Advisors
Florida
$3.58M +$2.34M +46,067 +192%
CSP
78
Cary Street Partners
Virginia
$3.55M -$71.6K -1,410 -2%
AWS
79
Atria Wealth Solutions
New York
$3.47M +$3M +59,035 +655%
KF
80
KKM Financial
Illinois
$3.29M +$81.2K +1,598 +3%
KWM
81
Kingsview Wealth Management
Oregon
$3.12M +$1.35M +26,587 +77%
RCWM
82
Red Crane Wealth Management
California
$3.12M -$2.13M -42,002 -41%
SFG
83
Sovereign Financial Group
Connecticut
$3.12M -$202K -3,975 -6%
SPC
84
Sigma Planning Corp
Michigan
$3.1M -$270K -5,326 -8%
PIA
85
Perennial Investment Advisors
California
$3.08M +$50.3K +990 +2%
PG
86
Patten Group
Tennessee
$3.08M +$269K +5,290 +10%
RFWA
87
RPg Family Wealth Advisory
Massachusetts
$3.07M +$2.83M +55,651 +1,242%
GM
88
GeoWealth Management
Illinois
$2.98M -$106K -2,094 -3%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$2.95M +$189K +3,728 +7%
AI
90
Atria Investments
North Carolina
$2.89M +$902K +17,769 +46%
KFGG
91
Keystone Financial Group (Georgia)
Georgia
$2.86M +$1.22M +23,930 +74%
Truist Financial
92
Truist Financial
North Carolina
$2.83M +$1.34M +26,476 +92%
LA
93
LVW Advisors
New York
$2.81M +$52.1K +1,026 +2%
AC
94
AlphaCore Capital
California
$2.81M +$456K +8,973 +20%
BAM
95
Belpointe Asset Management
Nevada
$2.8M -$80.6K -1,587 -3%
BCM
96
Brookstone Capital Management
Illinois
$2.74M -$51.9K -1,022 -2%
GWMR
97
GC Wealth Management RIA
Massachusetts
$2.69M -$287K -5,658 -10%
GWAM
98
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.67M -$476K -9,380 -15%
WFAG
99
Wescott Financial Advisory Group
Pennsylvania
$2.61M +$131K +2,588 +5%
IFG
100
Independent Financial Group
California
$2.59M +$45.2K +890 +2%
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