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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$3.25M -$862K -17,144 -21%
WG
127
Watchman Group
Texas
$3.23M +$3.23M +64,186 New
YWP
128
YorkBridge Wealth Partners
New York
$3.2M -$1.32M -26,287 -29%
WQ
129
Wealth Quarterback
New Jersey
$3.18M +$3.19M +63,354 New
SWP
130
Summit Wealth Partners
Florida
$3.13M +$3.13M +62,249 New
FWSM
131
First Wilshire Securities Management
California
$3.07M +$371K +7,380 +14%
BAM
132
Belpointe Asset Management
Nevada
$3.05M -$86.6K -1,722 -3%
RA
133
RFG Advisory
Alabama
$3.05M +$162K +3,230 +6%
WP
134
WealthPLAN Partners
Nebraska
$3.01M -$95.2K -1,893 -3%
CAM
135
Concorde Asset Management
Michigan
$3.01M -$1.17M -23,315 -28%
CA
136
Cetera Advisors
Colorado
$3M +$231K +4,603 +8%
FAIM
137
Financial Advocates Investment Management
Washington
$2.96M +$480K +9,536 +19%
MG
138
Mather Group
Illinois
$2.96M +$2.96M +58,902 New
BSAM
139
Blue Sky Asset Management
Colorado
$2.94M +$2.94M +58,446 New
FGAM
140
Financial Gravity Asset Management
Texas
$2.91M +$331K +6,577 +13%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$2.87M -$1.44M -28,629 -33%
VFA
142
Values First Advisors
Tennessee
$2.72M +$2.72M +54,185 New
ACA
143
Aptus Capital Advisors
Alabama
$2.72M -$4.25M -84,481 -61%
PWA
144
Physician Wealth Advisors
Utah
$2.7M +$398K +7,909 +17%
VBFG
145
Vishria Bird Financial Group
Tennessee
$2.69M -$403K -8,015 -13%
WIC
146
Woodmont Investment Counsel
Tennessee
$2.68M -$375K -7,461 -12%
UWPG
147
Ullmann Wealth Partners Group
Florida
$2.67M -$533K -10,604 -17%
VFM
148
Vivid Financial Management
California
$2.64M +$2.64M +52,437 New
RCA
149
Rowland Carmichael Advisors
Arizona
$2.59M -$1.39M -27,687 -35%
GFPC
150
Global Financial Private Client
Florida
$2.45M +$2.45M +48,775 New