We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
101
Wescott Financial Advisory Group
Pennsylvania
$2.81M +$190K +3,713 +7%
GM
102
GeoWealth Management
Illinois
$2.73M -$256K -5,009 -9%
GWMR
103
GC Wealth Management RIA
Massachusetts
$2.64M -$55.3K -1,083 -2%
RCWM
104
Red Crane Wealth Management
California
$2.58M -$547K -10,704 -18%
BAM
105
Belpointe Asset Management
Nevada
$2.57M -$241K -4,727 -9%
IFG
106
Independent Financial Group
California
$2.53M -$71K -1,390 -3%
AWM
107
Ameliora Wealth Management
Switzerland
$2.48M
GPW
108
Gentry Private Wealth
Kansas
$2.41M +$2.4M +47,000 New
Betterment LLC
109
Betterment LLC
New York
$2.38M -$19.4K -379 -0.8%
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$2.25M -$130K -2,540 -5%
BCMIO
111
Beacon Capital Management Inc (Ohio)
Ohio
$2.2M +$2.19M +42,841 New
CRWM
112
Castle Rock Wealth Management
California
$2.19M +$12.9K +252 +0.6%
JP Morgan Chase
113
JP Morgan Chase
New York
$2.17M +$202K +3,955 +10%
UIM
114
Unified Investment Management
Georgia
$2.12M -$23.7K -463 -1%
MCM
115
MAI Capital Management
Ohio
$2.08M -$13.8K -270 -0.7%
KA
116
Klingman & Associates
New York
$2.07M
IWC
117
Infinity Wealth Counsel
Ohio
$2.07M -$101K -1,984 -5%
PFS
118
Prospera Financial Services
Texas
$2.06M +$876K +17,145 +75%
FCFC
119
First Citizens Financial Corp
Iowa
$1.95M +$251K +4,910 +15%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$1.93M +$1.22M +23,791 +171%
EWA
121
EverSource Wealth Advisors
Alabama
$1.88M +$1.64M +32,128 +694%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$1.84M +$125K +2,450 +7%
IAN
123
Integrated Advisors Network
Texas
$1.78M +$100K +1,959 +6%
PCIA
124
Prime Capital Investment Advisors
Kansas
$1.7M +$229K +4,474 +16%
SAM
125
Secure Asset Management
Michigan
$1.65M +$689K +13,488 +72%