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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$671K -$174K -3,542 -21%
FA
177
Fortis Advisors
Pennsylvania
$670K +$345K +7,009 +106%
CAG
178
Csenge Advisory Group
Florida
$669K +$667K +13,575 New
SWP
179
Summit Wealth Partners
Florida
$659K -$549K -11,166 -45%
TF
180
Trek Financial
Arizona
$655K
IFO
181
Independent Family Office
New York
$655K
LFG
182
Larson Financial Group
Missouri
$655K +$358K +7,287 +121%
PIMG
183
Patriot Investment Management Group
Tennessee
$653K -$25.5K -518 -4%
SWP
184
Stratos Wealth Partners
Ohio
$619K +$97.6K +1,985 +19%
IF
185
Intrua Financial
Texas
$617K -$100K -2,036 -14%
FWSM
186
First Wilshire Securities Management
California
$605K +$29.5K +600 +5%
ECA
187
Elevated Capital Advisors
Utah
$603K -$64K -1,301 -10%
DC
188
Darrow Company
Massachusetts
$593K -$574K -11,671 -49%
CPIG
189
Chicago Partners Investment Group
Illinois
$593K +$34.5K +702 +6%
WIA
190
World Investment Advisors
California
$593K -$499K -10,144 -46%
CC
191
Courier Capital
New York
$584K
SCM
192
SOL Capital Management
Maryland
$574K -$30.5K -620 -5%
EBWM
193
Eagle Bluffs Wealth Management
Missouri
$571K +$55.7K +1,132 +11%
CA
194
Cetera Advisors
Colorado
$569K -$15.1K -308 -3%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$563K -$1.03M -20,960 -65%
OPS
196
Orion Portfolio Solutions
Nebraska
$554K -$18.7K -381 -3%
JWA
197
JFS Wealth Advisors
Pennsylvania
$542K
MPW
198
MA Private Wealth
California
$535K +$534K +10,853 New
4WM
199
4J Wealth Management
Virginia
$519K -$5.61K -114 -1%
KeyBank National Association
200
KeyBank National Association
Ohio
$514K