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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
176
Summit Wealth Partners
Florida
$608K -$54.9K -1,109 -8%
Bank of New York Mellon
177
Bank of New York Mellon
New York
$605K -$95.5K -1,929 -14%
WCM
178
Windsor Capital Management
Arizona
$600K -$117K -2,359 -16%
DC
179
Darrow Company
Massachusetts
$597K
IFG
180
Independent Financial Group
California
$596K +$92.6K +1,870 +18%
NAM
181
NTV Asset Management
West Virginia
$591K -$119K -2,400 -17%
WC
182
Waterloo Capital
Texas
$591K +$590K +11,914 New
CPIG
183
Chicago Partners Investment Group
Illinois
$573K -$21.1K -427 -4%
GRP
184
Global Retirement Partners
California
$573K +$98.2K +1,983 +21%
CCMG
185
Clark Capital Management Group
Pennsylvania
$571K -$5.66M -114,257 -91%
LTI
186
Laffer Tengler Investments
Tennessee
$569K -$149K -3,011 -21%
FWSM
187
First Wilshire Securities Management
California
$565K -$44.6K -900 -7%
SCM
188
SOL Capital Management
Maryland
$555K -$23.5K -475 -4%
JWA
189
JFS Wealth Advisors
Pennsylvania
$546K
CC
190
Courier Capital
New York
$538K -$49.5K -1,000 -8%
IF
191
Intrua Financial
Texas
$528K -$90.2K -1,821 -15%
OPS
192
Orion Portfolio Solutions
Nebraska
$526K -$31.8K -643 -6%
BCI
193
Brinker Capital Investments
Pennsylvania
$526K +$525K +10,606 New
4WM
194
4J Wealth Management
Virginia
$523K +$198 +4 +0%
KeyBank National Association
195
KeyBank National Association
Ohio
$518K
MWM
196
Meridian Wealth Management
Kentucky
$515K -$389K -7,855 -43%
SWP
197
Stratos Wealth Partners
Ohio
$503K -$119K -2,411 -19%
CIAS
198
Capital Investment Advisory Services
North Carolina
$497K +$50 +1 +0%
WA
199
Wealth Alliance
New York
$494K +$47.8K +966 +11%
TC
200
TownSquare Capital
Utah
$492K