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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Ancora Advisors
Ohio
$949K +$9.31K +186 +1%
CCM
152
Crabel Capital Management
California
$949K -$200K -3,988 -18%
LCGC
153
Legacy Capital Group California
California
$926K -$71.5K -1,428 -7%
SGCA
154
Steel Grove Capital Advisors
Tennessee
$900K -$99.9K -1,996 -10%
TF
155
Trek Financial
Arizona
$895K +$470K +9,387 +113%
IAG
156
Investment Advisory Group
Massachusetts
$895K -$46K -920 -5%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$859K -$130K -2,594 -13%
EBWM
158
Eagle Bluffs Wealth Management
Missouri
$849K +$408K +8,157 +94%
DAS
159
Dynamic Advisor Solutions
Arizona
$848K -$3.16M -63,228 -79%
AWA
160
Aletheian Wealth Advisors
Washington
$816K +$61.4K +1,226 +8%
Cerity Partners
161
Cerity Partners
New York
$809K -$225K -4,487 -22%
KPWG
162
KFA Private Wealth Group
Virginia
$803K +$796K +15,902 New
SWM
163
Spire Wealth Management
Virginia
$795K -$3.6K -72 -0.5%
DWM
164
Dakota Wealth Management
Florida
$778K -$94.6K -1,890 -11%
AWS
165
Atria Wealth Solutions
New York
$777K -$4.77M -95,381 -86%
SPWG
166
Syntegra Private Wealth Group
Missouri
$775K -$9.71K -194 -1%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$748K +$265K +5,295 +56%
CWM
168
Centurion Wealth Management
Virginia
$725K -$4.15K -83 -0.6%
DADC
169
D.A. Davidson & Co
Montana
$711K +$704K +14,070 New
BPA
170
Beacon Pointe Advisors
California
$704K +$222K +4,432 +47%
CSI
171
Cross Staff Investments
New York
$697K +$3.1K +62 +0.5%
CWAF
172
Core Wealth Advisors (Florida)
Florida
$696K
Bank of New York Mellon
173
Bank of New York Mellon
New York
$673K -$2.65K -53 -0.4%
FA
174
Fortis Advisors
Pennsylvania
$666K +$12.5K +249 +2%
SF
175
Synovus Financial
Georgia
$650K -$267K -5,339 -29%