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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
101
One Capital Management
California
$3.66M – – –
OAS
102
Optivise Advisory Services
Tennessee
$3.65M -$4.65M -91,723 -56%
RIA
103
Realta Investment Advisors
Delaware
$3.6M +$321K +6,331 +10%
SAM
104
Secure Asset Management
Michigan
$3.55M +$313K +6,181 +10%
SFG
105
Sovereign Financial Group
Connecticut
$3.49M +$312K +6,155 +10%
LA
106
LVW Advisors
New York
$3.38M -$222K -4,378 -6%
BFA
107
Blueprint Financial Advisors
North Carolina
$3.23M +$3.24M +63,847 New
BIP
108
Blueprint Investment Partners
North Carolina
$3.23M +$3.24M +63,847 New
BPA
109
Beacon Pointe Advisors
California
$3.22M +$599K +11,820 +23%
RFWA
110
RPg Family Wealth Advisory
Massachusetts
$3.2M -$48.3K -952 -1%
PFS
111
Prospera Financial Services
Texas
$3.17M +$272K +5,367 +9%
GM
112
GeoWealth Management
Illinois
$3.15M +$563K +11,104 +22%
BMA
113
Brooks Moore & Associates
Tennessee
$3.1M +$157K +3,106 +5%
LC
114
Landaas & Company
Wisconsin
$3.03M +$1.9M +37,414 +167%
SCA
115
Sage Capital Advisors
South Dakota
$3.02M -$331K -6,519 -10%
AAP
116
Arax Advisory Partners
Colorado
$2.66M +$2.66M +52,499 +54,123%
HCA
117
Hardworking Capital Advisors
California
$2.62M -$104K -2,053 -4%
PG
118
Patten Group
Tennessee
$2.6M -$634K -12,494 -20%
JWCA
119
J.W. Cole Advisors
Florida
$2.47M -$12K -236 -0.5%
GPW
120
Gentry Private Wealth
Kansas
$2.43M -$9.28K -183 -0.4%
PD
121
Planning Directions
Pennsylvania
$2.37M +$250K +4,937 +12%
SAM
122
Smartleaf Asset Management
Massachusetts
$2.35M – – –
IWC
123
Integrated Wealth Concepts
Massachusetts
$2.28M +$1.57M +30,896 +218%
CRWM
124
Castle Rock Wealth Management
California
$2.26M +$20.5K +404 +0.9%
IAN
125
Integrated Advisors Network
Texas
$2.24M +$235K +4,632 +12%
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