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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAP
126
One Advisory Partners
Kansas
$2.03M +$75.5K +1,508 +4%
BRWA
127
B. Riley Wealth Advisors
Florida
$2.03M +$243K +4,846 +14%
Lido Advisors
128
Lido Advisors
California
$2.02M +$226K +4,509 +13%
JSA
129
Jacobson & Schmitt Advisors
Wisconsin
$1.97M +$207K +4,127 +12%
FVWA
130
Foster Victor Wealth Advisors
South Carolina
$1.87M +$1.86M +37,240 New
SWP
131
Summit Wealth Partners
Florida
$1.79M -$184K -3,680 -9%
CAM
132
Concorde Asset Management
Michigan
$1.77M +$4.46K +89 +0.3%
CIAS
133
Capital Investment Advisory Services
North Carolina
$1.73M +$5.06K +101 +0.3%
KWM
134
Kingsview Wealth Management
Oregon
$1.72M +$143K +2,861 +9%
WIA
135
World Investment Advisors
California
$1.66M +$709K +14,152 +74%
WCM
136
Windsor Capital Management
Arizona
$1.66M -$87K -1,738 -5%
MIAN
137
Mariner Independent Advisor Network
Kansas
$1.65M -$20K -400 -1%
Goldman Sachs
138
Goldman Sachs
New York
$1.64M
SIA
139
Strategic Investment Advisors
Michigan
$1.64M +$66.1K +1,319 +4%
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$1.64M +$1.64M +32,658 New
MFP
141
Meridian Financial Partners
Virginia
$1.63M +$1.63M +32,489 New
LFG
142
LifePlan Financial Group
Ohio
$1.62M +$7.21K +144 +0.4%
SIA
143
SeaBridge Investment Advisors
New Jersey
$1.59M +$15K +300 +1%
DE
144
Day & Ennis
Georgia
$1.59M +$87K +1,737 +6%
WG
145
Watchman Group
Texas
$1.56M -$186K -3,722 -11%
YWP
146
YorkBridge Wealth Partners
New York
$1.53M -$95.8K -1,914 -6%
FWM
147
Focused Wealth Management
New York
$1.5M -$872K -17,408 -37%
First Trust Advisors
148
First Trust Advisors
Illinois
$1.49M -$38.6K -771 -3%
FAM
149
Formidable Asset Management
Ohio
$1.48M -$537K -10,715 -27%
HWM
150
Howard Wealth Management
Connecticut
$1.48M +$85.1K +1,700 +6%