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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
Fortress Wealth Management
California
$742K -$319K -6,469 -30%
GI
177
GS Investments
Minnesota
$738K
IF
178
Intrua Financial
Texas
$714K -$198K -4,010 -22%
RVPG
179
Relative Value Partners Group
$710K -$12.7M -257,042 -95%
NAM
180
NTV Asset Management
West Virginia
$705K -$418K -8,475 -37%
HWM
181
Howard Wealth Management
Connecticut
$704K +$261K +5,300 +59%
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$699K -$43.2K -877 -6%
LTI
183
Laffer Tengler Investments
Tennessee
$684K -$127K -2,571 -16%
COCM
184
Charter Oak Capital Management
New Hampshire
$683K -$100K -2,031 -13%
PIMG
185
Patriot Investment Management Group
Tennessee
$674K +$1.33K +27 +0.2%
ECA
186
Elevated Capital Advisors
Utah
$667K +$667K +13,533 New
IFO
187
Independent Family Office
New York
$655K
TF
188
Trek Financial
Arizona
$655K +$274K +5,560 +72%
Bank of New York Mellon
189
Bank of New York Mellon
New York
$654K +$165K +3,351 +34%
OBWG
190
Onyx Bridge Wealth Group
New York
$606K +$607K +12,326 New
SCM
191
SOL Capital Management
Maryland
$605K +$8.13K +165 +1%
CIAS
192
Capital Investment Advisory Services
North Carolina
$600K -$10.4K -212 -2%
BWCS
193
Beirne Wealth Consulting Services
Connecticut
$587K +$279K +5,668 +91%
CA
194
Cetera Advisors
Colorado
$584K -$925K -18,764 -61%
CC
195
Courier Capital
New York
$584K -$98.6K -2,000 -14%
FWSM
196
First Wilshire Securities Management
California
$576K -$9.86K -200 -2%
OPS
197
Orion Portfolio Solutions
Nebraska
$573K -$4.24K -86 -0.7%
CPIG
198
Chicago Partners Investment Group
Illinois
$553K -$47.8K -969 -8%
JWA
199
JFS Wealth Advisors
Pennsylvania
$542K
PFT
200
Providence First Trust
Arizona
$525K +$2.22K +45 +0.4%