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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
176
Litman Gregory Wealth Management
California
$628K +$627K +12,595 New
BNP Paribas Financial Markets
177
BNP Paribas Financial Markets
France
$620K -$645K -12,959 -51%
Koshinski Asset Management
178
Koshinski Asset Management
Illinois
$612K
DC
179
Darrow Company
Massachusetts
$601K
CPIG
180
Chicago Partners Investment Group
Illinois
$594K +$32.9K +662 +6%
MWM
181
Meridian Wealth Management
Kentucky
$559K -$68.7K -1,382 -11%
4WM
182
4J Wealth Management
Virginia
$556K +$29.7K +598 +6%
JWA
183
JFS Wealth Advisors
Pennsylvania
$549K
IFG
184
Independent Financial Group
California
$543K -$56.3K -1,132 -9%
CC
185
Courier Capital
New York
$542K
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$535K -$1.26M -25,409 -70%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$526K -$5.7M -114,549 -92%
SCM
188
SOL Capital Management
Maryland
$520K -$33.8K -680 -6%
RWP
189
RWA Wealth Partners
Massachusetts
$520K +$518K +10,420 New
ES
190
ETF Store
Kansas
$510K +$23.7K +477 +5%
GRP
191
Global Retirement Partners
California
$507K -$212K -4,272 -30%
GF
192
Gries Financial
Ohio
$502K +$501K +10,062 New
GI
193
GS Investments
Minnesota
$498K -$249K -5,000 -33%
KeyBank National Association
194
KeyBank National Association
Ohio
$496K -$24.9K -500 -5%
TCMP
195
Thrive Capital Management (Pennsylvania)
Pennsylvania
$492K -$35.7K -717 -7%
TC
196
TownSquare Capital
Utah
$491K
BWCS
197
Beirne Wealth Consulting Services
Connecticut
$488K
FAM
198
Flaharty Asset Management
Florida
$485K +$119K +2,400 +33%
NAM
199
NTV Asset Management
West Virginia
$482K -$12.4K -250 -3%
MIM
200
Moseley Investment Management
Florida
$478K -$2.52M -50,595 -84%