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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
151
OneDigital Investment Advisors
Kansas
$902K +$594 +12 +0.1%
VCP
152
Verus Capital Partners
Arizona
$900K -$315K -6,365 -26%
DCM
153
Davidson Capital Management
Texas
$889K +$888K +17,929 New
DWM
154
Dakota Wealth Management
Florida
$871K -$259K -5,239 -23%
NWM
155
NEIRG Wealth Management
Massachusetts
$856K +$36.4K +735 +4%
SWM
156
Spire Wealth Management
Virginia
$840K +$163K +3,302 +24%
SPWG
157
Syntegra Private Wealth Group
Missouri
$835K -$67.4K -1,361 -7%
SWM
158
Sugarloaf Wealth Management
Georgia
$818K -$75.4K -1,523 -8%
AC
159
AlphaCore Capital
California
$814K +$813K +16,418 New
IAG
160
Investment Advisory Group
Massachusetts
$801K +$57.4K +1,160 +8%
CRWM
161
Castle Rock Wealth Management
California
$767K +$3.37K +68 +0.4%
CCM
162
Crabel Capital Management
California
$762K -$2.53M -51,126 -77%
CWM
163
Centurion Wealth Management
Virginia
$758K -$20.3K -409 -3%
KA
164
Kovack Advisors
Florida
$754K -$9.65K -195 -1%
GI
165
GS Investments
Minnesota
$743K – – –
LOPW
166
Live Oak Private Wealth
North Carolina
$724K -$1.51M -30,578 -68%
TF
167
Trek Financial
Arizona
$697K +$37K +748 +6%
FWM
168
Fortress Wealth Management
California
$666K -$19.7K -397 -3%
IFO
169
Independent Family Office
New York
$659K – – –
ECA
170
Elevated Capital Advisors
Utah
$652K +$44.9K +907 +7%
PIMG
171
Patriot Investment Management Group
Tennessee
$640K -$13.3K -268 -2%
AWA
172
Aletheian Wealth Advisors
Washington
$634K -$1.16M -23,385 -65%
TCMP
173
Thrive Capital Management (Pennsylvania)
Pennsylvania
$631K -$48.3K -975 -7%
FA
174
Fortis Advisors
Pennsylvania
$628K -$46.4K -938 -7%
GKWIM
175
Gerber Kawasaki Wealth & Investment Management
California
$622K -$91.8K -1,855 -13%
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