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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
151
Clearview Wealth Advisors
Oregon
$1.4M +$1.4M +27,977 New
LTI
152
Laffer Tengler Investments
Tennessee
$1.36M +$202K +4,037 +17%
CWA
153
Centennial Wealth Advisory
Michigan
$1.35M +$1.35M +26,991 New
HTC
154
Haverford Trust Company
Pennsylvania
$1.33M -$2.45M -48,785 -65%
MFP
155
Meridian Financial Partners
Virginia
$1.32M -$313K -6,238 -19%
OIA
156
OneDigital Investment Advisors
Kansas
$1.32M +$76.4K +1,523 +6%
SPIA
157
Steward Partners Investment Advisory
New York
$1.28M -$852K -16,994 -40%
RFC
158
Regions Financial Corp
Alabama
$1.25M – – –
LI
159
LVZ Inc
Michigan
$1.24M +$61.2K +1,221 +5%
CFGS
160
Concourse Financial Group Securities
Alabama
$1.23M -$3.88M -77,409 -76%
GIA
161
Gladstone Institutional Advisory
Florida
$1.21M +$21.5K +429 +2%
NEIRG
162
New England Investment & Retirement Group
Massachusetts
$1.17M -$351 -7 -0%
SAMC
163
Spectrum Asset Management (California)
California
$1.17M +$352K +7,015 +43%
FCA
164
FLC Capital Advisors
California
$1.16M -$258K -5,139 -18%
OPS
165
Orion Portfolio Solutions
Nebraska
$1.14M -$904K -18,022 -44%
OPWM
166
Oxinas Partners Wealth Management
Indiana
$1.14M +$1.14M +22,642 New
FAIM
167
Financial Advocates Investment Management
Washington
$1.13M -$35.6K -711 -3%
ECA
168
Elevated Capital Advisors
Utah
$1.1M +$72.8K +1,452 +7%
LG
169
LaFleur & Godfrey
Michigan
$1.08M +$576K +11,490 +115%
DAS
170
Dynamic Advisor Solutions
Arizona
$1.06M -$180K -3,585 -15%
SWM
171
Sugarloaf Wealth Management
Georgia
$1.03M +$499K +9,961 +94%
NFG
172
Next Financial Group
Texas
$1.02M -$55.4K -1,105 -5%
YIA
173
YHB Investment Advisors
Connecticut
$1.02M +$1.02M +20,300 New
COCM
174
Charter Oak Capital Management
New Hampshire
$1.02M +$1.02M +20,280 New
AIFAIM
175
American Institute for Advanced Investment Management
Arizona
$1.01M +$550K +10,970 +119%
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