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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
126
Valeo Financial Advisors
Indiana
$401K +$401K +8,000 New
DAS
127
Dynamic Advisor Solutions
Arizona
$393K +$393K +7,842 New
AP
128
Advisors Preferred
Maryland
$390K +$576K +11,490 +508%
PCG
129
Private Capital Group
Connecticut
$364K +$303K +6,047 +504%
Bank of New York Mellon
130
Bank of New York Mellon
New York
$361K +$360K +7,182 New
DWM
131
Dynasty Wealth Management
Florida
$359K -$58.1K -1,158 -14%
AIM
132
Astor Investment Management
Illinois
$357K -$21.5K -429 -6%
UR
133
USCA RIA
Texas
$347K
OIA
134
OneDigital Investment Advisors
Kansas
$345K +$245K +4,892 +245%
CCM
135
Canal Capital Management
Virginia
$337K +$337K +6,717 New
OCM
136
One Capital Management
California
$326K
AWA
137
Acorn Wealth Advisors
Michigan
$326K +$326K +6,496 New
LG
138
LaFleur & Godfrey
Michigan
$319K
RA
139
RFG Advisory
Alabama
$319K +$319K +6,366 New
AIM
140
Aspen Investment Management
Michigan
$316K
OFG
141
OmniStar Financial Group
North Carolina
$292K +$293K +5,838 New
GKWIM
142
Gerber Kawasaki Wealth & Investment Management
California
$285K +$286K +5,695 New
LNWWM
143
Laird Norton Wetherby Wealth Management
California
$275K -$11.5K -230 -4%
ASN
144
Advisory Services Network
Georgia
$265K +$17.6K +350 +7%
S
145
SignatureFD
Georgia
$253K -$12.4K -248 -5%
BI
146
Bramshill Investments
Florida
$251K -$108K -2,159 -30%
RC
147
RegentAtlantic Capital
New Jersey
$247K +$247K +4,921 New
WAOTB
148
Wealth Advisors of Tampa Bay
Florida
$238K
CCA
149
Catalyst Capital Advisors
New York
$221K +$221K +4,400 New
NA
150
Nottingham Advisors
New York
$216K