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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
126
Howard Wealth Management
Connecticut
$1.78M -$77.3K -1,542 -4%
SFG
127
Summit Financial Group
West Virginia
$1.75M +$52.4K +1,045 +3%
OMC
128
Old Mission Capital
Illinois
$1.73M -$18.6M -371,800 -92%
IWC
129
Integrated Wealth Concepts
Massachusetts
$1.73M -$418K -8,338 -20%
LJAC
130
L.J. Altfest & Co
New York
$1.7M – – –
SWP
131
Summit Wealth Partners
Florida
$1.68M -$24.3K -484 -1%
AIFAIM
132
American Institute for Advanced Investment Management
Arizona
$1.67M +$164K +3,280 +11%
SFS
133
Sowell Financial Services
Arkansas
$1.61M +$62K +1,237 +4%
GKWIM
134
Gerber Kawasaki Wealth & Investment Management
California
$1.57M -$283K -5,638 -15%
WG
135
Watchman Group
Texas
$1.56M -$150K -2,997 -9%
SWM
136
Spire Wealth Management
Virginia
$1.55M -$66.2K -1,320 -4%
SIA
137
SeaBridge Investment Advisors
New Jersey
$1.55M +$9.53K +190 +0.6%
TCWM
138
Total Clarity Wealth Management
Illinois
$1.51M +$74.1K +1,478 +5%
LG
139
LaFleur & Godfrey
Michigan
$1.47M +$200K +3,995 +16%
CFGS
140
Concourse Financial Group Securities
Alabama
$1.44M +$87.7K +1,749 +6%
CAM
141
Crestone Asset Management
Colorado
$1.43M +$1.43M +28,427 New
AWM
142
AE Wealth Management
Kansas
$1.41M +$127K +2,531 +10%
KCA
143
Karn Couzens & Associates
Connecticut
$1.39M -$199K -3,965 -12%
KAS
144
Kestra Advisory Services
Texas
$1.39M -$176K -3,508 -11%
WIA
145
World Investment Advisors
California
$1.38M +$167K +3,339 +14%
FTUS
146
Flow Traders U.S.
New York
$1.37M -$18.9M -377,403 -93%
CCM
147
Crabel Capital Management
California
$1.36M -$2.11M -42,135 -61%
DAS
148
Dynamic Advisor Solutions
Arizona
$1.32M -$127K -2,535 -9%
WCM
149
Windsor Capital Management
Arizona
$1.32M -$224K -4,461 -15%
CPIG
150
Chicago Partners Investment Group
Illinois
$1.32M +$35.5K +709 +3%
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