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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
JFM
151
Jackson Financial Management
California
$2.33M -$1.15M -22,886 -33%
CHJWM
152
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.33M -$197K -3,920 -8%
CRCM
153
Corbett Road Capital Management
Virginia
$2.29M +$2.29M +45,582 New
SCA
154
Snowden Capital Advisors
New York
$2.29M -$1.54M -30,628 -40%
WWM
155
Willingdon Wealth Management
North Carolina
$2.28M +$2.29M +45,457 New
DWM
156
Dakota Wealth Management
Florida
$2.25M +$46.4K +923 +2%
OIA
157
OneDigital Investment Advisors
Kansas
$2.25M -$26.9K -534 -1%
MIM
158
Moseley Investment Management
Florida
$2.21M -$747K -14,845 -25%
DC
159
Davenport & Co
Virginia
$2.21M +$87.7K +1,744 +4%
BHWM
160
Bay Harbor Wealth Management
Maryland
$2.16M -$761K -15,126 -26%
BCI
161
Brinker Capital Investments
Pennsylvania
$2.15M -$112K -2,218 -5%
BRWA
162
B. Riley Wealth Advisors
Florida
$2.15M +$258K +5,124 +14%
APC
163
Aspire Private Capital
North Carolina
$2.13M -$93.3K -1,856 -4%
LFG
164
LifePlan Financial Group
Ohio
$2.12M -$1.55M -30,828 -42%
NFG
165
Next Financial Group
Texas
$2.11M -$8.12M -161,510 -79%
MIAN
166
Mariner Independent Advisor Network
Kansas
$2.01M -$586K -11,652 -23%
PWMAG
167
Pinnacle Wealth Management Advisory Group
New Jersey
$1.98M +$178K +3,545 +10%
FAM
168
Formidable Asset Management
Ohio
$1.97M +$211K +4,205 +12%
CWS
169
Cypress Wealth Services
California
$1.97M +$1.16M +23,086 +143%
TC
170
TownSquare Capital
Utah
$1.96M -$141K -2,798 -7%
DE
171
Day & Ennis
Georgia
$1.94M -$1.22M -24,308 -39%
TI
172
Tidal Investments
Wisconsin
$1.91M +$59.9K +1,191 +3%
SHJ
173
Sharkey, Howes & Javer
Colorado
$1.86M -$2.65M -52,656 -59%
WCM
174
Windsor Capital Management
Arizona
$1.79M +$266K +5,286 +17%
BWP
175
Bernardo Wealth Planning
Pennsylvania
$1.69M -$4.17M -82,838 -71%
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