We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
101
Total Clarity Wealth Management
Illinois
$2.3M -$6.54M -131,848 -74%
SFG
102
Sovereign Financial Group
Connecticut
$2.3M -$69.3K -1,396 -3%
KA
103
Klingman & Associates
New York
$2.28M -$377K -7,597 -14%
PAG
104
Private Advisor Group
New Jersey
$2.2M -$720K -14,505 -25%
CRWM
105
Castle Rock Wealth Management
California
$2.18M +$1.41M +28,498 +184%
WIA
106
World Investment Advisors
California
$2.18M +$985K +19,853 +83%
RJA
107
Raymond James & Associates
Florida
$2.12M -$532K -10,716 -20%
MWM
108
MY Wealth Management
Maryland
$2.06M +$32.3K +652 +2%
SAS
109
Sage Advisory Services
Texas
$2.05M +$488K +9,844 +31%
LA
110
LVW Advisors
New York
$2M +$647K +13,034 +48%
PG
111
Patten Group
Tennessee
$1.91M +$240K +4,844 +14%
HW
112
Hancock Whitney
Mississippi
$1.86M +$720K +14,505 +63%
WP
113
WealthPLAN Partners
Nebraska
$1.85M -$237K -4,774 -11%
FAIM
114
Financial Advocates Investment Management
Washington
$1.84M +$76.8K +1,549 +4%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$1.8M -$719K -14,488 -29%
Nomura Asset Management
116
Nomura Asset Management
Japan
$1.79M +$1.79M +36,085 New
OPCM
117
Osborne Partners Capital Management
California
$1.79M -$96.2K -1,940 -5%
WWM
118
WJ Wealth Management
Arizona
$1.78M +$1.51M +30,425 +561%
CAL
119
Capital Advisors Ltd
Ohio
$1.78M -$76.8K -1,549 -4%
BFG
120
Beacon Financial Group
Texas
$1.77M -$309K -6,238 -15%
AC
121
AlphaCore Capital
California
$1.72M +$898K +18,097 +110%
GC
122
Guidance Capital
Kentucky
$1.69M +$1.68M +33,956 New
JWCA
123
J.W. Cole Advisors
Florida
$1.67M -$121K -2,448 -7%
SPIA
124
Steward Partners Investment Advisory
New York
$1.66M -$182K -3,666 -10%
WIM
125
Westside Investment Management
California
$1.65M +$1.64M +33,150 New