We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
126
Avity Investment Management
Connecticut
$1.81M -$958K -19,100 -35%
Goldman Sachs
127
Goldman Sachs
New York
$1.77M +$130K +2,600 +8%
MGIA
128
Matthew Goff Investment Advisor
Texas
$1.77M -$5.71M -113,868 -76%
LOPW
129
Live Oak Private Wealth
North Carolina
$1.72M +$604K +12,032 +54%
WG
130
Watchman Group
Texas
$1.71M -$324K -6,463 -16%
SWP
131
Summit Wealth Partners
Florida
$1.71M -$1.76K -35 -0.1%
LJAC
132
L.J. Altfest & Co
New York
$1.7M +$156K +3,109 +10%
SFG
133
Summit Financial Group
West Virginia
$1.7M +$609K +12,135 +56%
SWM
134
Spire Wealth Management
Virginia
$1.62M -$171K -3,416 -10%
KCA
135
Karn Couzens & Associates
Connecticut
$1.59M -$241K -4,800 -13%
KAS
136
Kestra Advisory Services
Texas
$1.57M -$491K -9,793 -24%
GIA
137
Gladstone Institutional Advisory
Florida
$1.56M +$318K +6,339 +26%
SFP
138
Shepherd Financial Partners
Massachusetts
$1.56M -$13.9K -278 -0.9%
SFS
139
Sowell Financial Services
Arkansas
$1.55M -$691K -13,771 -31%
SIA
140
SeaBridge Investment Advisors
New Jersey
$1.54M -$8.28K -165 -0.5%
WCM
141
Windsor Capital Management
Arizona
$1.54M -$11.7K -233 -0.8%
AIFAIM
142
American Institute for Advanced Investment Management
Arizona
$1.5M +$120K +2,400 +9%
DAS
143
Dynamic Advisor Solutions
Arizona
$1.45M +$383K +7,625 +36%
TCWM
144
Total Clarity Wealth Management
Illinois
$1.44M +$909K +18,120 +172%
YIA
145
YHB Investment Advisors
Connecticut
$1.41M -$376K -7,500 -21%
Citigroup
146
Citigroup
New York
$1.41M +$70.4K +1,403 +5%
SPC
147
Sigma Planning Corp
Michigan
$1.38M -$274K -5,462 -17%
SCA
148
Snowden Capital Advisors
New York
$1.36M -$181K -3,614 -12%
CFGS
149
Concourse Financial Group Securities
Alabama
$1.35M +$176K +3,504 +15%
CPIG
150
Chicago Partners Investment Group
Illinois
$1.28M +$461K +9,189 +56%