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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
176
YorkBridge Wealth Partners
New York
$897K +$20.9K +423 +2%
HWM
177
HB Wealth Management
Georgia
$891K +$581K +11,753 +186%
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$880K -$99 -2 -0%
NWM
179
NEIRG Wealth Management
Massachusetts
$878K -$151K -3,063 -15%
KA
180
Kovack Advisors
Florida
$851K -$1.15M -23,333 -57%
IAG
181
Investment Advisory Group
Massachusetts
$846K -$151K -3,053 -15%
CI
182
CX Institutional
Indiana
$814K +$817K +16,537 New
LTI
183
Laffer Tengler Investments
Tennessee
$810K -$61.6K -1,246 -7%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$785K -$79.8K -1,614 -9%
COCM
185
Charter Oak Capital Management
New Hampshire
$783K +$287K +5,806 +58%
LI
186
LVZ Inc
Michigan
$762K +$17K +343 +2%
Koshinski Asset Management
187
Koshinski Asset Management
Illinois
$742K -$82.4K -1,667 -10%
GI
188
GS Investments
Minnesota
$737K
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$719K +$672K +13,605 +1,367%
CC
190
Courier Capital
New York
$682K
PIMG
191
Patriot Investment Management Group
Tennessee
$672K -$33.5K -677 -5%
IFO
192
Independent Family Office
New York
$655K -$100K -2,024 -13%
NWA
193
Navis Wealth Advisors
New York
$634K -$5.98M -121,016 -90%
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$624K -$4.8M -97,140 -88%
CIAS
195
Capital Investment Advisory Services
North Carolina
$611K +$49 +1 +0%
4WM
196
4J Wealth Management
Virginia
$608K -$169K -3,429 -22%
1WM
197
1900 Wealth Management
Texas
$607K -$98.5K -1,994 -14%
CPIG
198
Chicago Partners Investment Group
Illinois
$604K -$51.6K -1,044 -8%
SCM
199
SOL Capital Management
Maryland
$597K -$85K -1,720 -12%
IAIM
200
Industrial Alliance Investment Management
Quebec, Canada
$592K +$594K +12,024 New