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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HTC
201
Haverford Trust Company
Pennsylvania
$601K
IIA
202
IPG Investment Advisors
California
$584K
SIAS
203
Shine Investment Advisory Services
Colorado
$583K -$2.61M -52,198 -82%
PAM
204
Peak Asset Management
Colorado
$578K +$194K +3,877 +51%
NEIRG
205
New England Investment & Retirement Group
Massachusetts
$572K +$570K +11,376 New
CF
206
Centaurus Financial
California
$564K +$11.4K +228 +2%
WF
207
WealthTrust Fairport
Ohio
$560K -$89.6K -1,790 -14%
NF
208
Nikulski Financial
Iowa
$557K -$344K -6,869 -38%
Deutsche Bank
209
Deutsche Bank
Germany
$518K -$1.76M -35,185 -77%
IFWM
210
Institute for Wealth Management
Colorado
$503K +$501K +10,006 New
APA
211
American Portfolios Advisors
New York
$486K +$43.7K +872 +10%
IWM
212
IHT Wealth Management
Illinois
$485K -$50.4K -1,007 -9%
VC
213
Vicus Capital
Pennsylvania
$485K -$8.86K -177 -2%
OFG
214
OmniStar Financial Group
North Carolina
$477K -$99.6K -1,990 -17%
FHA
215
Flagship Harbor Advisors
Massachusetts
$476K +$178K +3,557 +60%
AWM
216
Altium Wealth Management
New York
$459K +$457K +9,137 New
GBBWRPM
217
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$435K -$130K -2,605 -23%
PWMAG
218
Pinnacle Wealth Management Advisory Group
New Jersey
$434K +$432K +8,634 New
MSAM
219
Moloney Securities Asset Management
Missouri
$433K -$10.7K -213 -2%
MFG
220
Magnus Financial Group
New York
$409K -$10K -200 -2%
AW
221
ACG Wealth
Georgia
$405K
UAS
222
United Asset Strategies
New York
$400K
Koshinski Asset Management
223
Koshinski Asset Management
Illinois
$399K +$397K +7,934 New
HIM
224
Hanlon Investment Management
New Jersey
$397K +$396K +7,900 New
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$386K -$3.12M -62,218 -89%