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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
101
Valley National Advisers
Pennsylvania
$2.26M +$851K +16,946 +60%
SFS
102
Sowell Financial Services
Arkansas
$2.24M +$303K +6,029 +16%
CHJWM
103
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.23M -$69K -1,375 -3%
MIAN
104
Mariner Independent Advisor Network
Kansas
$2.21M +$367K +7,303 +20%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$2.2M +$599K +11,929 +37%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$2.17M -$13.1M -261,389 -86%
WP
107
WealthPLAN Partners
Nebraska
$2.13M -$289K -5,760 -12%
HW
108
Hancock Whitney
Mississippi
$2.12M +$1.73M +34,415 +437%
DWM
109
Dakota Wealth Management
Florida
$2.12M +$100 +2 +0%
KA
110
Kovack Advisors
Florida
$2.07M -$396K -7,894 -16%
VFA
111
Values First Advisors
Tennessee
$2.07M -$27.4K -545 -1%
KAS
112
Kestra Advisory Services
Texas
$2.06M -$843K -16,799 -29%
CSPIA
113
Cary Street Partners Investment Advisory
Virginia
$2.04M -$198K -3,944 -9%
WG
114
Watchman Group
Texas
$2.04M -$551K -10,969 -21%
GKWIM
115
Gerber Kawasaki Wealth & Investment Management
California
$2.02M -$133K -2,654 -6%
HWM
116
Howard Wealth Management
Connecticut
$1.94M +$141K +2,803 +8%
MIM
117
Moseley Investment Management
Florida
$1.93M +$415K +8,261 +27%
FVWA
118
Foster Victor Wealth Advisors
South Carolina
$1.85M -$24.4K -487 -1%
KCA
119
Karn Couzens & Associates
Connecticut
$1.83M -$291K -5,790 -14%
GWAM
120
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.82M +$1.39M +27,690 +320%
KWM
121
Kingsview Wealth Management
Oregon
$1.82M +$65.2K +1,299 +4%
SWM
122
Spire Wealth Management
Virginia
$1.79M +$1.79M +35,665 New
YIA
123
YHB Investment Advisors
Connecticut
$1.79M +$768K +15,300 +75%
CA
124
Corrado Advisors
New Jersey
$1.78M -$220K -4,390 -11%
IWC
125
Integrated Wealth Concepts
Massachusetts
$1.77M -$194K -3,870 -10%