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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
151
Cidel Asset Management
Ontario, Canada
$1.41M -$1.16M -23,200 Closed
LWM
152
Liberty Wealth Management
California
$1.41M +$1.41M +28,218 New
WI
153
Wintrust Investments
Illinois
$1.39M +$1.39M +27,797 New
RFC
154
Regions Financial Corp
Alabama
$1.35M +$7.5K +150 +0.6%
SHIM
155
Stone House Investment Management
Pennsylvania
$1.34M +$130K +2,590 +11%
LPWM
156
Lake Point Wealth Management
Texas
$1.34M +$1.34M +26,884 New
BHWM
157
Bay Harbor Wealth Management
Maryland
$1.32M +$1.33M +26,548 New
SHJ
158
Sharkey, Howes & Javer
Colorado
$1.32M +$83K +1,660 +7%
WWM
159
Windsor Wealth Management
Indiana
$1.3M -$44.6K -891 -3%
KWM
160
Kingsview Wealth Management
Oregon
$1.27M +$356K +7,125 +39%
FA
161
Fortis Advisors
Pennsylvania
$1.27M +$10.3K +205 +0.8%
GI
162
GS Investments
Minnesota
$1.22M -$200K -4,000 -14%
FA
163
FDx Advisors
Illinois
$1.21M -$130K -2,597 -10%
VCM
164
Virtue Capital Management
Tennessee
$1.19M +$1.19M +23,844 New
BRWA
165
B. Riley Wealth Advisors
Florida
$1.19M +$514K +10,270 +76%
FWSM
166
First Wilshire Securities Management
California
$1.14M – – –
FCA
167
FinTrust Capital Advisors
South Carolina
$1.13M +$1.13M +22,618 New
PCG
168
Private Capital Group
Connecticut
$1.12M +$46.3K +925 +4%
AF
169
Affiance Financial
Minnesota
$1.12M -$148K -2,953 -12%
WCM
170
Windsor Capital Management
Arizona
$1.12M -$377K -7,548 -25%
BAAM
171
Baker Avenue Asset Management
California
$1.11M -$295K -5,905 -21%
5L
172
55I LLC
Massachusetts
$1.08M +$1.09M +21,743 New
AF
173
Advisornet Financial
Minnesota
$1.05M +$801K +16,024 +318%
BAM
174
Belpointe Asset Management
Nevada
$973K -$56K -1,120 -5%
NF
175
Nikulski Financial
Iowa
$896K -$9.85K -197 -1%
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