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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
126
Foster Victor Wealth Advisors
South Carolina
$1.98M +$74.9K +1,497 +4%
AIM
127
Avity Investment Management
Connecticut
$1.94M -$30K -600 -2%
Citigroup
128
Citigroup
New York
$1.93M +$833K +16,656 +76%
CSPIA
129
Cary Street Partners Investment Advisory
Virginia
$1.92M -$130K -2,605 -6%
NFG
130
Nations Financial Group
Iowa
$1.87M -$1.76M -35,211 -48%
AIFAIM
131
American Institute for Advanced Investment Management
Arizona
$1.77M +$109K +2,180 +7%
SFG
132
Summit Financial Group
West Virginia
$1.76M +$17.5K +350 +1%
KWM
133
Kingsview Wealth Management
Oregon
$1.68M -$156K -3,119 -8%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$1.67M +$749K +14,965 +81%
FWM
135
Fortress Wealth Management
California
$1.65M +$1.65M +33,027 New
AA
136
Ancora Advisors
Ohio
$1.62M +$445K +8,900 +38%
WA
137
Waddell & Associates
Tennessee
$1.62M +$1.62M +32,456 New
HW
138
Hancock Whitney
Mississippi
$1.61M -$679K -13,577 -30%
SAM
139
Strategic Asset Management
Minnesota
$1.61M -$201K -4,018 -11%
TCWM
140
Total Clarity Wealth Management
Illinois
$1.58M +$74K +1,480 +5%
WG
141
Watchman Group
Texas
$1.57M +$11.6K +232 +0.7%
SWM
142
Spire Wealth Management
Virginia
$1.57M +$21.9K +437 +1%
SIA
143
SeaBridge Investment Advisors
New Jersey
$1.56M +$19K +380 +1%
CFGS
144
Concourse Financial Group Securities
Alabama
$1.5M +$63.3K +1,266 +4%
SWP
145
Summit Wealth Partners
Florida
$1.49M -$190K -3,802 -11%
DWM
146
Dakota Wealth Management
Florida
$1.48M -$685K -13,687 -32%
HWM
147
Howard Wealth Management
Connecticut
$1.45M -$321K -6,417 -18%
SFS
148
Sowell Financial Services
Arkansas
$1.45M -$160K -3,197 -10%
HIP
149
HUB Investment Partners
Texas
$1.42M +$308K +6,152 +28%
AWA
150
Aletheian Wealth Advisors
Washington
$1.41M +$1.41M +28,286 New