We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$2.41M -$3.5M -71,149 -59%
JP Morgan Chase
102
JP Morgan Chase
New York
$2.38M +$2.37M +48,249 New
WI
103
WJ Interests
Texas
$2.38M +$2.37M +48,213 New
SFG
104
Sovereign Financial Group
Connecticut
$2.28M +$1.28M +25,974 +128%
BFG
105
Beacon Financial Group
Texas
$2.27M -$871K -17,720 -28%
WPC
106
White Pine Capital
Minnesota
$2.25M -$1.95M -39,725 -47%
LOPW
107
Live Oak Private Wealth
North Carolina
$2.23M -$698K -14,194 -24%
IAIM
108
Industrial Alliance Investment Management
Quebec, Canada
$2.2M +$2.09M +42,530 +2,087%
WTB
109
Washington Trust Bank
Washington
$2.11M -$716K -14,554 -25%
CSPIA
110
Cary Street Partners Investment Advisory
Virginia
$2.08M +$147 +3 +0%
WIM
111
WealthPlan Investment Management
Nebraska
$2.08M -$54.6K -1,111 -3%
WP
112
WealthPLAN Partners
Nebraska
$2.08M +$2.07M +42,043 New
FAM
113
Forte Asset Management
New York
$2.08M -$225K -4,575 -10%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$2.04M -$890K -18,107 -30%
AI
115
Atria Investments
North Carolina
$2.03M -$2.16K -44 -0.1%
MWM
116
MY Wealth Management
Maryland
$2.01M -$15.2K -310 -0.8%
SAS
117
Sage Advisory Services
Texas
$1.98M
AIFAIM
118
American Institute for Advanced Investment Management
Arizona
$1.95M -$34.9K -710 -2%
JWCA
119
J.W. Cole Advisors
Florida
$1.86M -$478K -9,720 -21%
PWMAG
120
Pinnacle Wealth Management Advisory Group
New Jersey
$1.83M -$196K -3,995 -10%
FAIM
121
Financial Advocates Investment Management
Washington
$1.79M -$122K -2,487 -6%
AWA
122
Aletheian Wealth Advisors
Washington
$1.78M +$8.06K +164 +0.5%
SPC
123
Sigma Planning Corp
Michigan
$1.72M +$518K +10,541 +43%
CSWM
124
Cassady Schiller Wealth Management
Ohio
$1.69M +$631K +12,829 +60%
HW
125
Hancock Whitney
Mississippi
$1.69M -$3.8M -77,364 -69%