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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
176
Pinnacle Financial Partners (Georgia)
Georgia
$1.01M +$1.02M +19,830 New
AWM
177
AE Wealth Management
Kansas
$982K +$639K +12,478 +185%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$981K +$963K +18,811 +4,799%
FFP
179
Forbes Financial Planning
Rhode Island
$973K -$318K -6,206 -25%
AQR Capital Management
180
AQR Capital Management
Connecticut
$970K
IAG
181
Investment Advisory Group
Massachusetts
$923K +$10.2K +200 +1%
LIP
182
Lynch Investment Planning
Pennsylvania
$919K +$921K +17,993 New
AI
183
Atria Investments
North Carolina
$909K -$87.2K -1,703 -9%
UCFA
184
United Capital Financial Advisors
Texas
$904K -$111K -2,177 -11%
WA
185
Win Advisors
Florida
$902K +$24.6K +481 +3%
KFP
186
KMG Fiduciary Partners
Ohio
$901K +$62.2K +1,216 +7%
LBC
187
Lane Brothers & Co
Arizona
$890K +$892K +17,416 New
NGA
188
Naples Global Advisors
Florida
$885K -$535K -10,451 -38%
CWAF
189
Core Wealth Advisors (Florida)
Florida
$884K +$6.81K +133 +0.8%
AIFAIM
190
American Institute for Advanced Investment Management
Arizona
$870K +$57.6K +1,125 +7%
KW
191
Keyvantage Wealth
Pennsylvania
$864K -$3.79K -74 -0.4%
LI
192
LVZ Inc
Michigan
$848K -$35.5K -693 -4%
NG
193
Novem Group
New York
$814K +$78.5K +1,533 +11%
FAT
194
First American Trust
California
$807K +$1.89K +37 +0.2%
RWB
195
RMR Wealth Builders
New Jersey
$795K -$20.5K -400 -3%
EBWM
196
Eagle Bluffs Wealth Management
Missouri
$782K +$18K +352 +2%
OCM
197
Objective Capital Management
Ohio
$769K +$425K +8,303 +123%
HW
198
Hancock Whitney
Mississippi
$747K +$522K +10,195 +230%
FA
199
Fortis Advisors
Pennsylvania
$740K +$11.6K +226 +2%
BFG
200
Beacon Financial Group
Texas
$729K +$51 +1 +0%