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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
126
Camarda Financial Advisors
Florida
$23K -$26.5K -527 -53%
LWM
127
Lenox Wealth Management
Ohio
$20K +$1.91K +38 +10%
US Bancorp
128
US Bancorp
Minnesota
$15K – – –
SBL
129
Sargent Bickham Lagudis
Colorado
$14K +$13.6K +270 New
PA
130
Parallel Advisors
California
$10K – – –
Citigroup
131
Citigroup
New York
$10K +$10.4K +207 New
YWP
132
YorkBridge Wealth Partners
New York
$3K – – –
BCI
133
Brinker Capital Investments
Pennsylvania
$2K – – –
GWM
134
Geneos Wealth Management
Colorado
$2K +$2.06K +41 New
RA
135
Rational Advisors
New York
$1K – – –
APSP
136
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$50 +1 +9%
AWM
137
AllSquare Wealth Management
New York
$1K +$653 +13 New
Principal Financial Group
138
Principal Financial Group
Iowa
– -$3.02M -60,067 Closed
SCM
139
SOL Capital Management
Maryland
– -$955K -19,000 Closed
PWAG
140
Polaris Wealth Advisory Group
California
– -$637K -12,672 Closed
Ameriprise
141
Ameriprise
Minnesota
– -$464K -9,231 Closed
NPF
142
Norris Perne & French
Michigan
– -$226K -4,500 Closed
SG
143
StoneX Group
New York
– -$207K -4,125 Closed
CLOS
144
Compagnie Lombard Odier SCmA
Switzerland
– -$151K -3,000 Closed
Creative Planning
145
Creative Planning
Kansas
– -$67K -1,324 Closed
FANJ
146
Financial Architects (New Jersey)
New Jersey
– -$16K -325 Closed
HR
147
Howe & Rusling
New York
– -$7K -132 Closed
AssetMark Inc
148
AssetMark Inc
California
– -$5K -100 Closed