We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
201
Certified Advisory Corp
Florida
$752K +$146K +2,913 +24%
KeyBank National Association
202
KeyBank National Association
Ohio
$746K -$5.68K -113 -0.8%
DAS
203
Dynamic Advisor Solutions
Arizona
$697K +$136K +2,697 +24%
MWM
204
MorganRosel Wealth Management
Colorado
$694K +$386K +7,675 +126%
AWM
205
Altium Wealth Management
New York
$684K +$1.76K +35 +0.3%
CF
206
Centaurus Financial
California
$676K -$9K -179 -1%
NF
207
Nikulski Financial
Iowa
$666K +$28.7K +571 +5%
NEIRG
208
New England Investment & Retirement Group
Massachusetts
$664K +$60.5K +1,203 +10%
SAM
209
Shamrock Asset Management
Texas
$654K +$53.4K +1,061 +9%
FNT
210
First National Trust
Pennsylvania
$640K
RCG
211
Ruggie Capital Group
Florida
$622K +$622K +12,363 New
SW
212
SlateStone Wealth
Florida
$621K -$179K -3,568 -22%
SCM
213
SOL Capital Management
Maryland
$619K +$40.2K +800 +7%
MM
214
Meridian Management
Arkansas
$607K
FCA
215
FinTrust Capital Advisors
South Carolina
$598K -$3.07K -61 -0.5%
AWE
216
Avidian Wealth Enterprises
Texas
$581K +$580K +11,540 New
LI
217
LVZ Inc
Michigan
$574K -$1.25M -24,899 -69%
PFA
218
Pettinga Financial Advisors
Indiana
$573K +$6.29K +125 +1%
PWP
219
Personal Wealth Partners
Minnesota
$558K +$171K +3,400 +44%
SXL
220
Summit X LLC
Missouri
$556K -$41.6K -827 -7%
SHIM
221
Stone House Investment Management
Pennsylvania
$541K -$203K -4,029 -27%
SC
222
Scotia Capital
Ontario, Canada
$525K
BI
223
Bramshill Investments
Florida
$523K +$523K +10,393 New
WLIM
224
White Lighthouse Investment Management
Massachusetts
$519K -$22.1K -440 -4%
PIMG
225
Patriot Investment Management Group
Tennessee
$516K +$160K +3,181 +45%