We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
AE Wealth Management
Kansas
$1.28M -$1.57M -31,195 -55%
LG
152
LaFleur & Godfrey
Michigan
$1.27M -$257K -5,115 -17%
IF
153
Intrua Financial
Texas
$1.26M -$107K -2,126 -8%
OIA
154
OneDigital Investment Advisors
Kansas
$1.23M -$45K -897 -4%
OPWM
155
Oxinas Partners Wealth Management
Indiana
$1.22M +$93.8K +1,869 +8%
WIA
156
World Investment Advisors
California
$1.21M -$1K -20 -0.1%
LTI
157
Laffer Tengler Investments
Tennessee
$1.21M +$35.3K +703 +3%
GI
158
GS Investments
Minnesota
$1.2M +$502K +10,000 +71%
HIP
159
HUB Investment Partners
Texas
$1.16M -$381K -7,594 -25%
AA
160
Ancora Advisors
Ohio
$1.16M -$240K -4,778 -17%
PIMG
161
Patriot Investment Management Group
Tennessee
$1.13M +$337K +6,725 +42%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$1.13M +$715K +14,256 +171%
BCA
163
Bay Colony Advisors
Massachusetts
$1.11M +$1.11M +22,162 New
CIAS
164
Capital Investment Advisory Services
North Carolina
$1.11M -$259K -5,156 -19%
FAIM
165
Financial Advocates Investment Management
Washington
$1.1M +$72.9K +1,453 +8%
AIP
166
Ahrens Investment Partners
Louisiana
$1.06M -$100K -2,000 -9%
HWMA
167
Heritage Wealth Management (Arizona)
Arizona
$1.05M +$54.2K +1,080 +5%
CL
168
CPWM LLC
Washington
$1.01M +$1.01M +20,215 New
HI
169
Harbour Investments
Wisconsin
$1M +$23K +458 +2%
FGAM
170
Financial Gravity Asset Management
Texas
$1M +$1M +19,990 New
TFCP
171
Twin Focus Capital Partners
Massachusetts
$1M +$1M +20,000 New
FWSM
172
First Wilshire Securities Management
California
$965K +$50.2K +1,000 +5%
PWP
173
Personal Wealth Partners
Minnesota
$960K -$82.3K -1,640 -8%
UWPG
174
Ullmann Wealth Partners Group
Florida
$953K +$49.7K +991 +6%
CWS
175
Cypress Wealth Services
California
$941K -$556K -11,081 -37%