We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
151
Legacy Capital Group California
California
$985K +$982K +19,749 New
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$978K -$94.9K -1,908 -9%
LOPW
153
Live Oak Private Wealth
North Carolina
$952K +$108K +2,171 +13%
IAG
154
Investment Advisory Group
Massachusetts
$930K
AA
155
Ancora Advisors
Ohio
$928K -$34.2K -687 -4%
SF
156
Synovus Financial
Georgia
$908K -$149K -3,005 -14%
OIA
157
OneDigital Investment Advisors
Kansas
$866K -$42.3K -850 -5%
DWM
158
Dakota Wealth Management
Florida
$863K
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$837K -$7.11K -143 -0.8%
CW
160
Connectus Wealth
Ohio
$834K +$832K +16,720 New
SWM
161
Spire Wealth Management
Virginia
$788K -$34.5K -694 -4%
SPWG
162
Syntegra Private Wealth Group
Missouri
$775K -$50.5K -1,016 -6%
AWA
163
Aletheian Wealth Advisors
Washington
$744K +$9.1K +183 +1%
DCM
164
Davidson Capital Management
Texas
$737K -$125K -2,508 -15%
CWM
165
Centurion Wealth Management
Virginia
$720K -$4.78K -96 -0.7%
HF
166
HRT Financial
New York
$695K +$693K +13,936 New
CWAF
167
Core Wealth Advisors (Florida)
Florida
$687K +$60.3K +1,212 +10%
CSI
168
Cross Staff Investments
New York
$685K +$6.82K +137 +1%
KA
169
Kovack Advisors
Florida
$678K +$42.3K +851 +7%
WTB
170
Washington Trust Bank
Washington
$675K -$26.6K -534 -4%
Comerica Bank
171
Comerica Bank
Texas
$674K +$672K +13,515 New
Bank of New York Mellon
172
Bank of New York Mellon
New York
$667K +$177K +3,557 +36%
SWP
173
Summit Wealth Partners
Florida
$658K -$3.53K -71 -0.5%
FA
174
Fortis Advisors
Pennsylvania
$645K +$7.21K +145 +1%
FWM
175
Fortress Wealth Management
California
$629K +$2.98K +60 +0.5%