We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
101
Klingman & Associates
New York
$2.18M
MA
102
Mutual Advisors
Nebraska
$2.15M +$246K +4,907 +13%
SSC
103
Syverson Strege & Co
Iowa
$2.05M -$551K -11,019 -21%
PG
104
Patten Group
Tennessee
$2.01M +$130K +2,597 +7%
SPC
105
Sigma Planning Corp
Michigan
$2M +$915K +18,283 +86%
ECA
106
Elevated Capital Advisors
Utah
$1.93M +$100K +2,003 +6%
AC
107
AlphaCore Capital
California
$1.92M +$112K +2,241 +6%
SPIA
108
Steward Partners Investment Advisory
New York
$1.88M +$140K +2,806 +8%
GC
109
Guidance Capital
Kentucky
$1.84M +$77.1K +1,540 +4%
UCFA
110
United Capital Financial Advisors
Texas
$1.82M -$692K -13,832 -28%
EWA
111
EP Wealth Advisors
California
$1.79M -$6.61M -132,019 -79%
WP
112
WealthPLAN Partners
Nebraska
$1.77M -$32.4K -648 -2%
GWMR
113
GC Wealth Management RIA
Massachusetts
$1.75M +$1.73M +34,617 New
IAN
114
Integrated Advisors Network
Texas
$1.74M -$668K -13,342 -28%
NF
115
Nikulski Financial
Iowa
$1.72M -$19.1K -382 -1%
MHR
116
Matthew Hamilton Rosenberg
$1.63M -$120K -2,388 -7%
CFGS
117
Concourse Financial Group Securities
Alabama
$1.59M -$207K -4,127 -12%
CA
118
Cetera Advisors
Colorado
$1.56M +$168K +3,360 +12%
OPWM
119
Oxinas Partners Wealth Management
Indiana
$1.56M -$247K -4,944 -14%
RIA
120
Realta Investment Advisors
Delaware
$1.53M +$1.52M +30,384 New
ST
121
Spinnaker Trust
Maine
$1.51M -$359K -7,170 -19%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$1.5M +$19.5K +390 +1%
WWM
123
WJ Wealth Management
Arizona
$1.48M -$15K -300 -1%
CAL
124
Capital Advisors Ltd
Ohio
$1.45M -$327K -6,539 -19%
KWM
125
Kingsview Wealth Management
Oregon
$1.4M -$243K -4,855 -15%