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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
126
Synovus Financial
Georgia
$2.12M +$1.69M +34,250 +392%
DWM
127
Dakota Wealth Management
Florida
$2.1M -$60.5K -1,225 -3%
FVWA
128
Foster Victor Wealth Advisors
South Carolina
$2.09M -$146K -2,949 -7%
AIFAIM
129
American Institute for Advanced Investment Management
Arizona
$2M -$9.88K -200 -0.5%
FAM
130
Forte Asset Management
New York
$1.98M +$1.99M +40,235 New
FAIM
131
Financial Advocates Investment Management
Washington
$1.97M -$476K -9,629 -19%
AWS
132
Atria Wealth Solutions
New York
$1.95M -$2.77K -56 -0.1%
AWA
133
Aletheian Wealth Advisors
Washington
$1.77M +$42.2K +853 +2%
SAS
134
Sage Advisory Services
Texas
$1.76M -$2.28M -46,089 -56%
HIP
135
HUB Investment Partners
Texas
$1.75M -$276K -5,588 -14%
BCMO
136
Buckingham Capital Management (Ohio)
Ohio
$1.73M -$143K -2,893 -8%
KWM
137
Kingsview Wealth Management
Oregon
$1.69M +$259K +5,232 +18%
AI
138
Atria Investments
North Carolina
$1.62M +$1.63M +32,953 New
CFGS
139
Concourse Financial Group Securities
Alabama
$1.55M +$461K +9,321 +42%
SIA
140
SeaBridge Investment Advisors
New Jersey
$1.54M – – –
LA
141
LVW Advisors
New York
$1.54M +$932K +18,854 +152%
TCWM
142
Total Clarity Wealth Management
Illinois
$1.51M -$4.89K -99 -0.3%
CA
143
Cetera Advisors
Colorado
$1.51M -$657K -13,291 -30%
NF
144
Nikulski Financial
Iowa
$1.47M +$145K +2,937 +11%
HWMA
145
Heritage Wealth Management (Arizona)
Arizona
$1.43M +$225K +4,551 +19%
SWP
146
Summit Wealth Partners
Florida
$1.38M -$113K -2,288 -8%
WIA
147
World Investment Advisors
California
$1.38M +$429K +8,671 +45%
SAM
148
Strategic Asset Management
Minnesota
$1.38M -$84.9K -1,718 -6%
MWM
149
Meridian Wealth Management
Kentucky
$1.38M -$2.39M -48,415 -63%
AA
150
Ancora Advisors
Ohio
$1.3M -$158K -3,200 -11%
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