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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
176
TRUE Private Wealth Advisors
Oregon
$1.3M +$1.33M +26,738 New
M&T Bank
177
M&T Bank
New York
$1.27M -$20.8M -417,826 -94%
PWP
178
Personal Wealth Partners
Minnesota
$1.25M -$51.2K -1,028 -4%
WP
179
WealthShield Partners
North Carolina
$1.25M +$410K +8,227 +47%
RFC
180
Regions Financial Corp
Alabama
$1.21M
GIA
181
Gladstone Institutional Advisory
Florida
$1.19M +$85.2K +1,710 +7%
VWM
182
Venturi Wealth Management
Texas
$1.19M +$512K +10,283 +72%
AWE
183
Avidian Wealth Enterprises
Texas
$1.18M +$571K +11,461 +89%
BAAM
184
Baker Avenue Asset Management
California
$1.18M -$65.5K -1,315 -5%
LI
185
LVZ Inc
Michigan
$1.17M +$540K +10,846 +81%
OIA
186
OneDigital Investment Advisors
Kansas
$1.15M -$1.06M -21,313 -48%
FA
187
Fortis Advisors
Pennsylvania
$1.14M -$476K -9,550 -29%
HWM
188
Howard Wealth Management
Connecticut
$1.12M +$1.15M +23,050 +23,050%
VC
189
Vicus Capital
Pennsylvania
$1.12M +$358K +7,181 +45%
DAS
190
Dynamic Advisor Solutions
Arizona
$1.12M +$27.2K +546 +2%
WCG
191
Weaver Consulting Group
California
$1.11M -$114K -2,293 -9%
CAC
192
Certified Advisory Corp
Florida
$1.1M +$364K +7,307 +48%
SW
193
StrongBox Wealth
Missouri
$1.09M +$1.12M +22,567 New
IWP
194
Icon Wealth Partners
Texas
$1.06M -$9.17K -184 -0.8%
FCM
195
Firestone Capital Management
Florida
$1.05M +$495K +9,940 +85%
HT
196
HighTower Trust
Texas
$1.02M
AWMS
197
Advocacy Wealth Management Services
Georgia
$1.01M -$555K -11,147 -35%
JWBC
198
John W. Brooker & Co
California
$1M +$4.08K +82 +0.4%
GL
199
Graypoint LLC
New York
$983K +$1.01M +20,284 New
JIP
200
Jaffetilchin Investment Partners
Florida
$975K -$19.6K -393 -2%