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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
151
Stonebridge Financial Planning Group
Florida
$772K -$86.4K -1,723 -10%
DWM
152
Dakota Wealth Management
Florida
$756K -$36.9K -736 -5%
CWAF
153
Core Wealth Advisors (Florida)
Florida
$743K +$49.9K +995 +7%
SPWG
154
Syntegra Private Wealth Group
Missouri
$737K
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$735K -$33.2K -662 -4%
JWM
156
JGP Wealth Management
Oregon
$730K +$727K +14,498 New
SWM
157
Sugarloaf Wealth Management
Georgia
$725K -$255K -5,077 -26%
BAM
158
Belpointe Asset Management
Nevada
$711K -$231K -4,605 -25%
CPIG
159
Chicago Partners Investment Group
Illinois
$704K -$48.8K -972 -7%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$688K +$1.6K +32 +0.2%
FA
161
Fortis Advisors
Pennsylvania
$677K +$8.03K +160 +1%
AI
162
Atria Investments
North Carolina
$671K +$668K +13,323 New
CIA
163
Concurrent Investment Advisors
Florida
$657K +$115K +2,286 +21%
CAGAS
164
Capital Advisory Group Advisory Services
Minnesota
$648K +$265K +5,292 +70%
CSI
165
Cross Staff Investments
New York
$648K +$2.01K +40 +0.3%
FTUS
166
Flow Traders U.S.
New York
$637K -$1.98M -39,381 -76%
Koshinski Asset Management
167
Koshinski Asset Management
Illinois
$612K
DC
168
Darrow Company
Massachusetts
$606K
TWA
169
TCI Wealth Advisors
Arizona
$591K -$460K -9,164 -44%
VFG
170
Valley Financial Group
Pennsylvania
$590K -$8.28K -165 -1%
TI
171
TrueMark Investments
Illinois
$589K +$587K +11,702 New
Cerity Partners
172
Cerity Partners
New York
$579K -$150K -3,000 -21%
WRPWM
173
Werba Rubin Papier Wealth Management
California
$574K +$572K +11,405 New
OAP
174
One Advisory Partners
Kansas
$564K
KPWG
175
KFA Private Wealth Group
Virginia
$551K -$346K -6,902 -39%