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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
151
Core Wealth Advisors (Florida)
Florida
$756K
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$752K +$4.12K +81 +0.6%
JWM
153
JGP Wealth Management
Oregon
$746K +$2.64K +52 +0.4%
EWA
154
EP Wealth Advisors
California
$744K -$299K -5,885 -29%
PFS
155
Prospera Financial Services
Texas
$734K +$176K +3,454 +32%
SFPG
156
Stonebridge Financial Planning Group
Florida
$727K -$58.5K -1,152 -8%
OAP
157
One Advisory Partners
Kansas
$716K +$140K +2,759 +25%
DWM
158
Dakota Wealth Management
Florida
$707K -$62.1K -1,221 -8%
FA
159
Fortis Advisors
Pennsylvania
$698K +$8.79K +173 +1%
SPWG
160
Syntegra Private Wealth Group
Missouri
$693K -$56.6K -1,113 -8%
WRPWM
161
Werba Rubin Papier Wealth Management
California
$693K +$108K +2,117 +19%
CWM
162
Centurion Wealth Management
Virginia
$689K +$683K +13,441 New
AI
163
Atria Investments
North Carolina
$681K -$1.68K -33 -0.2%
CPIG
164
Chicago Partners Investment Group
Illinois
$675K -$31.7K -623 -4%
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$655K -$43.1K -849 -6%
CAGAS
166
Capital Advisory Group Advisory Services
Minnesota
$639K -$20.3K -400 -3%
CIA
167
Concurrent Investment Advisors
Florida
$634K -$33.9K -668 -5%
DC
168
Darrow Company
Massachusetts
$617K
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$616K -$7.62K -150 -1%
TWA
170
TCI Wealth Advisors
Arizona
$601K
Cerity Partners
171
Cerity Partners
New York
$590K
OPWM
172
Oxinas Partners Wealth Management
Indiana
$587K +$154K +3,034 +36%
CSI
173
Cross Staff Investments
New York
$584K -$74.5K -1,466 -11%
VFG
174
Valley Financial Group
Pennsylvania
$584K -$16.5K -325 -3%
SFG
175
Shum Financial Group
California
$580K +$583K +11,472 New