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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWSM
201
First Wilshire Securities Management
California
$744K +$95.3K +1,900 +15%
WI
202
Wintrust Investments
Illinois
$742K +$61K +1,217 +9%
BWP
203
Bernardo Wealth Planning
Pennsylvania
$738K -$2.19M -43,640 -75%
LJAC
204
L.J. Altfest & Co
New York
$727K +$726K +14,488 New
MSFS
205
Main Street Financial Solutions
Pennsylvania
$718K +$717K +14,302 New
GI
206
GS Investments
Minnesota
$702K
IDA
207
Intelligence Driven Advisers
California
$697K +$696K +13,890 New
UC
208
Unio Capital
New Jersey
$688K
TWM
209
TriaGen Wealth Management
California
$684K +$683K +13,627 New
SWP
210
Stratos Wealth Partners
Ohio
$677K -$3.56M -70,937 -84%
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$666K +$22.6K +450 +4%
CPIG
212
Chicago Partners Investment Group
Illinois
$659K +$119K +2,367 +22%
TCA
213
Transcend Capital Advisors
New Jersey
$638K -$380K -7,574 -37%
IWM
214
IHT Wealth Management
Illinois
$625K -$108K -2,162 -15%
RJT
215
Raymond James Trust
Florida
$616K +$282K +5,624 +85%
TI
216
Tidal Investments
Wisconsin
$613K +$1.1K +22 +0.2%
FM
217
Foster & Motley
Ohio
$610K -$591K -11,781 -49%
FA
218
Fountainhead AM
New Jersey
$610K +$610K +12,163 New
LRIA
219
Leonard Rickey Investment Advisors
Washington
$606K
SW
220
SteelPeak Wealth
California
$595K -$5.28M -105,359 -90%
SAM
221
Strategy Asset Managers
California
$595K -$83.6K -1,668 -12%
GRP
222
Global Retirement Partners
California
$582K -$14.4K -287 -2%
US Bancorp
223
US Bancorp
Minnesota
$580K +$415K +8,282 +253%
PG
224
Patten Group
Tennessee
$574K +$100K +1,999 +21%
MM
225
Meridian Management
Arkansas
$567K