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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
151
Oxinas Partners Wealth Management
Indiana
$980K +$57.1K +1,162 +6%
MWM
152
Meridian Wealth Management
Kentucky
$898K -$81.9K -1,665 -8%
SPWG
153
Syntegra Private Wealth Group
Missouri
$897K +$895K +18,197 New
OIA
154
OneDigital Investment Advisors
Kansas
$895K -$111K -2,251 -11%
LI
155
LVZ Inc
Michigan
$888K +$30.4K +618 +4%
SWM
156
Sugarloaf Wealth Management
Georgia
$887K +$102K +2,067 +13%
HIP
157
HUB Investment Partners
Texas
$852K -$323K -6,565 -28%
CCFM
158
Clear Creek Financial Management
Washington
$852K -$169K -3,428 -17%
Koshinski Asset Management
159
Koshinski Asset Management
Illinois
$826K +$127K +2,578 +18%
Cerity Partners
160
Cerity Partners
New York
$824K +$822K +16,724 New
YWP
161
YorkBridge Wealth Partners
New York
$817K -$43.9K -892 -5%
NWM
162
NEIRG Wealth Management
Massachusetts
$814K -$113K -2,305 -12%
CWM
163
Centurion Wealth Management
Virginia
$773K +$771K +15,691 New
CRWM
164
Castle Rock Wealth Management
California
$763K -$147K -2,994 -16%
KA
165
Kovack Advisors
Florida
$759K -$58.8K -1,195 -7%
SWM
166
Shelton Wealth Management
Texas
$743K +$742K +15,090 New
IAG
167
Investment Advisory Group
Massachusetts
$738K -$39.3K -800 -5%
GI
168
GS Investments
Minnesota
$738K
LTI
169
Laffer Tengler Investments
Tennessee
$713K +$29.4K +598 +4%
WCM
170
Windsor Capital Management
Arizona
$712K -$106K -2,147 -13%
GKWIM
171
Gerber Kawasaki Wealth & Investment Management
California
$709K -$344K -7,004 -33%
NAM
172
NTV Asset Management
West Virginia
$706K
Bank of New York Mellon
173
Bank of New York Mellon
New York
$696K +$41.8K +850 +6%
FWM
174
Fortress Wealth Management
California
$681K -$61.4K -1,249 -8%
TCMP
175
Thrive Capital Management (Pennsylvania)
Pennsylvania
$675K -$194K -3,950 -22%