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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
201
Eudaimonia Partners
Tennessee
$1.23M +$1.23M +24,455 New
GIA
202
Gladstone Institutional Advisory
Florida
$1.15M +$379K +7,540 +49%
DAS
203
Dynamic Advisor Solutions
Arizona
$1.13M +$435K +8,647 +62%
IWP
204
Icon Wealth Partners
Texas
$1.11M -$2.02M -40,159 -65%
HT
205
HighTower Trust
Texas
$1.06M +$6.44K +128 +0.6%
Lido Advisors
206
Lido Advisors
California
$1.05M +$1.06M +21,002 New
JWBC
207
John W. Brooker & Co
California
$1.03M +$1.04M +20,586 New
JIP
208
Jaffetilchin Investment Partners
Florida
$1.03M -$86.2K -1,714 -8%
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$1.02M +$1.03M +20,403 New
PAM
210
Peak Asset Management
Colorado
$1M +$569K +11,309 +130%
RWRC
211
R.W. Roge & Company
New York
$983K +$983K +19,551 New
VAG
212
VisionPoint Advisory Group
Texas
$963K -$42.9M -852,963 -98%
MFG
213
Menard Financial Group
Texas
$937K +$938K +18,643 New
IWM
214
IHT Wealth Management
Illinois
$911K -$34.8K -692 -4%
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$910K -$65.3K -1,298 -7%
SIM
216
Stratos Investment Management
Ohio
$902K -$35.8K -711 -4%
FM
217
Foster & Motley
Ohio
$898K -$9.96K -198 -1%
IWS
218
Insight Wealth Strategies
California
$897K +$9.4K +187 +1%
WP
219
WealthShield Partners
North Carolina
$880K -$335K -6,661 -28%
IA
220
IFP Advisors
Florida
$875K -$44.9K -893 -5%
5L
221
55I LLC
Massachusetts
$873K -$90.8K -1,805 -9%
KeyBank National Association
222
KeyBank National Association
Ohio
$847K +$102K +2,035 +14%
GRP
223
Global Retirement Partners
California
$828K -$196K -3,901 -19%
MWM
224
MorganRosel Wealth Management
Colorado
$825K +$132K +2,625 +19%
VC
225
Vicus Capital
Pennsylvania
$797K -$45.4K -902 -5%