We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
126
Kovack Advisors
Florida
$2.01M +$948K +19,051 +88%
AWS
127
Atria Wealth Solutions
New York
$1.96M +$1.97M +39,576 New
CSPIA
128
Cary Street Partners Investment Advisory
Virginia
$1.92M +$22K +443 +1%
BCMO
129
Buckingham Capital Management (Ohio)
Ohio
$1.89M -$345K -6,935 -15%
CHJWM
130
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.83M -$242K -4,871 -12%
AWA
131
Aletheian Wealth Advisors
Washington
$1.74M +$337K +6,772 +24%
AIM
132
Avity Investment Management
Connecticut
$1.73M -$199K -4,000 -10%
FWM
133
Focused Wealth Management
New York
$1.64M -$376K -7,548 -19%
SWM
134
Spire Wealth Management
Virginia
$1.57M +$13.3K +268 +0.9%
SIA
135
SeaBridge Investment Advisors
New Jersey
$1.55M – – –
TCWM
136
Total Clarity Wealth Management
Illinois
$1.52M -$43.2K -869 -3%
NAM
137
NTV Asset Management
West Virginia
$1.52M +$279K +5,615 +22%
SWP
138
Summit Wealth Partners
Florida
$1.51M +$31.1K +624 +2%
FWM
139
Fortress Wealth Management
California
$1.48M -$159K -3,201 -10%
SAM
140
Strategic Asset Management
Minnesota
$1.48M -$122K -2,448 -8%
AA
141
Ancora Advisors
Ohio
$1.47M -$141K -2,840 -9%
KWM
142
Kingsview Wealth Management
Oregon
$1.44M -$226K -4,541 -13%
JSL
143
JT Stratford LLC
Georgia
$1.35M +$280K +5,629 +26%
NF
144
Nikulski Financial
Iowa
$1.34M +$111K +2,225 +9%
HWM
145
Howard Wealth Management
Connecticut
$1.34M -$102K -2,048 -7%
LG
146
LaFleur & Godfrey
Michigan
$1.29M -$59.7K -1,200 -4%
PFS
147
Prospera Financial Services
Texas
$1.29M +$42.7K +859 +3%
FCA
148
FinTrust Capital Advisors
South Carolina
$1.28M – – –
SCA
149
Snowden Capital Advisors
New York
$1.27M +$6.07K +122 +0.5%
CAWM
150
Capital Advisors Wealth Management
Washington
$1.26M +$452K +9,086 +55%
4 5
6
7 8