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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFG
176
Valley Financial Group
Pennsylvania
$645K +$639K +12,773 New
CPIG
177
Chicago Partners Investment Group
Illinois
$637K +$33.6K +672 +6%
SWP
178
Summit Wealth Partners
Florida
$631K -$35.2K -704 -5%
HWMA
179
Heritage Wealth Management (Arizona)
Arizona
$614K +$608K +12,154 New
DC
180
Darrow Company
Massachusetts
$608K
LTI
181
Laffer Tengler Investments
Tennessee
$594K +$118K +2,349 +25%
OAP
182
One Advisory Partners
Kansas
$578K +$161K +3,223 +39%
TWP
183
Tyche Wealth Partners
Texas
$577K +$571K +11,417 New
4WM
184
4J Wealth Management
Virginia
$562K -$1.35K -27 -0.2%
JWA
185
JFS Wealth Advisors
Pennsylvania
$556K
CC
186
Courier Capital
New York
$548K
SI
187
Stephens Inc
Arkansas
$541K +$536K +10,700 New
Citadel Advisors
188
Citadel Advisors
Florida
$537K -$826K -16,504 -61%
ES
189
ETF Store
Kansas
$524K +$7.01K +140 +1%
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$519K -$326K -6,504 -39%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$510K -$21.6K -432 -4%
CIA
192
Concurrent Investment Advisors
Florida
$509K +$504K +10,074 New
GF
193
Gries Financial
Ohio
$508K
DCM
194
Davidson Capital Management
Texas
$507K -$238K -4,752 -32%
SCM
195
SOL Capital Management
Maryland
$506K -$20K -400 -4%
GI
196
GS Investments
Minnesota
$504K
TC
197
TownSquare Capital
Utah
$503K +$5.41K +108 +1%
KeyBank National Association
198
KeyBank National Association
Ohio
$502K
FAM
199
Flaharty Asset Management
Florida
$492K
AWM
200
Axxcess Wealth Management
California
$477K +$8.11K +162 +2%