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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
101
Valley National Advisers
Pennsylvania
$2.72M +$464K +9,238 +21%
SCM
102
SOL Capital Management
Maryland
$2.71M +$151K +3,000 +6%
FWM
103
Focused Wealth Management
New York
$2.69M -$242K -4,832 -8%
SAMC
104
Spectrum Asset Management (California)
California
$2.61M -$174K -3,464 -6%
NGA
105
Naples Global Advisors
Florida
$2.6M +$156K +3,110 +6%
CA
106
Cetera Advisors
Colorado
$2.53M -$507K -10,113 -17%
MIM
107
Moseley Investment Management
Florida
$2.5M +$569K +11,350 +30%
GM
108
GeoWealth Management
Illinois
$2.43M +$2.43M +48,486 New
IFG
109
Investors Financial Group
Minnesota
$2.43M -$37.8K -753 -2%
HW
110
Hancock Whitney
Mississippi
$2.29M +$174K +3,466 +8%
HTC
111
Haverford Trust Company
Pennsylvania
$2.29M -$4M -79,733 -64%
WP
112
WealthPLAN Partners
Nebraska
$2.25M +$119K +2,371 +6%
DWM
113
Dakota Wealth Management
Florida
$2.22M +$105K +2,098 +5%
CSPIA
114
Cary Street Partners Investment Advisory
Virginia
$2.21M +$161K +3,216 +8%
KA
115
Kovack Advisors
Florida
$2.17M +$101K +2,008 +5%
IWC
116
Integrated Wealth Concepts
Massachusetts
$2.15M +$374K +7,459 +21%
CHJWM
117
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.13M -$96.3K -1,919 -4%
VFA
118
Values First Advisors
Tennessee
$2.1M +$29.3K +583 +1%
Deutsche Bank
119
Deutsche Bank
Germany
$1.97M +$230K +4,589 +13%
MIAN
120
Mariner Independent Advisor Network
Kansas
$1.92M -$291K -5,790 -13%
HWM
121
Howard Wealth Management
Connecticut
$1.85M -$80.1K -1,597 -4%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$1.85M -$313K -6,238 -14%
GKWIM
123
Gerber Kawasaki Wealth & Investment Management
California
$1.85M -$172K -3,433 -9%
FVWA
124
Foster Victor Wealth Advisors
South Carolina
$1.85M -$6.77K -135 -0.4%
KWM
125
Kingsview Wealth Management
Oregon
$1.83M +$7.73K +154 +0.4%