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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
176
Ullmann Wealth Partners Group
Florida
$904K +$151 +3 +0%
WC
177
Whitney & Co
New York
$880K -$113K -2,244 -11%
4WM
178
4J Wealth Management
Virginia
$880K -$21.8K -434 -2%
JWCA
179
J.W. Cole Advisors
Florida
$849K +$76.5K +1,523 +10%
NF
180
Nikulski Financial
Iowa
$845K +$389K +7,748 +85%
YWP
181
YorkBridge Wealth Partners
New York
$830K -$604K -12,040 -42%
CPIG
182
Chicago Partners Investment Group
Illinois
$824K +$165K +3,291 +25%
VAG
183
VisionPoint Advisory Group
Texas
$808K -$160K -3,185 -17%
PIMG
184
Patriot Investment Management Group
Tennessee
$797K +$49.4K +985 +7%
First Trust Advisors
185
First Trust Advisors
Illinois
$780K -$8.44M -168,132 -92%
Mariner
186
Mariner
Kansas
$768K -$44K -877 -5%
NEIRG
187
New England Investment & Retirement Group
Massachusetts
$767K -$404K -8,057 -35%
NAM
188
NTV Asset Management
West Virginia
$723K +$723K +14,403 New
NFG
189
Next Financial Group
Texas
$719K -$301K -5,989 -29%
SWP
190
Stratos Wealth Partners
Ohio
$714K +$36.5K +728 +5%
5L
191
55I LLC
Massachusetts
$705K -$221K -4,407 -24%
GI
192
GS Investments
Minnesota
$703K
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$698K +$31.3K +624 +5%
IDA
194
Intelligence Driven Advisers
California
$697K
IAIM
195
International Assets Investment Management
Florida
$696K +$431K +8,585 +120%
IFO
196
Independent Family Office
New York
$692K +$692K +13,794 New
TWM
197
TriaGen Wealth Management
California
$684K
FCM
198
Firestone Capital Management
Florida
$675K -$135K -2,695 -17%
CWA
199
Clearview Wealth Advisors
Oregon
$672K -$732K -14,580 -52%
BCI
200
Brinker Capital Investments
Pennsylvania
$661K -$209K -4,165 -24%