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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
201
IHT Wealth Management
Illinois
$962K +$85.7K +1,720 +9%
SWM
202
Sugarloaf Wealth Management
Georgia
$961K +$735K +14,752 +291%
VAG
203
VisionPoint Advisory Group
Texas
$940K +$11.3K +227 +1%
FM
204
Foster & Motley
Ohio
$940K +$74.9K +1,503 +8%
MCM
205
Makena Capital Management
California
$939K -$341K -6,851 -26%
VWA
206
V Wealth Advisors
Kansas
$910K +$935K +18,761 New
Citigroup
207
Citigroup
New York
$875K -$6.47M -129,844 -88%
VC
208
Veracity Capital
Georgia
$860K +$884K +17,740 New
MWM
209
Mattern Wealth Management
Kansas
$853K +$876K +17,585 New
IA
210
IFP Advisors
Florida
$845K +$11.2K +224 +1%
Cetera Investment Advisers
211
Cetera Investment Advisers
Illinois
$844K -$30.4K -611 -3%
PCG
212
Private Capital Group
Connecticut
$797K +$213K +4,270 +35%
Mariner
213
Mariner
Kansas
$791K +$812K +16,306 New
ACP
214
Aveo Capital Partners
Colorado
$787K +$248K +4,982 +44%
APW
215
Austin Private Wealth
Texas
$776K +$200K +4,020 +34%
AWS
216
Arkfeld Wealth Strategies
Nebraska
$759K +$406K +8,151 +109%
SXL
217
Summit X LLC
Missouri
$745K +$330K +6,634 +76%
JSA
218
Jacobson & Schmitt Advisors
Wisconsin
$742K +$762K +15,300 New
IAIM
219
International Assets Investment Management
Florida
$713K +$720K +14,446 New
COF
220
Capital One Financial
Virginia
$703K +$723K +14,507 New
OMC
221
Old Mission Capital
Illinois
$680K +$698K +14,014 New
GRP
222
Global Retirement Partners
California
$666K -$136K -2,740 -17%
RSWM
223
Robertson Stephens Wealth Management
California
$665K +$684K +13,721 New
PAMG
224
Patton Albertson Miller Group
Tennessee
$657K +$2.74K +55 +0.4%
IWS
225
Insight Wealth Strategies
California
$653K -$218K -4,370 -24%