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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
201
Arkfeld Wealth Strategies
Nebraska
$656K -$100K -2,000 -13%
MWM
202
Meridian Wealth Management
Kentucky
$653K +$653K +13,016 New
PG
203
Patten Group
Tennessee
$644K +$69.6K +1,387 +12%
RCM
204
Requisite Capital Management
Texas
$631K +$631K +12,570 New
WI
205
Wintrust Investments
Illinois
$628K -$115K -2,283 -15%
KOMWMG
206
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$626K -$201K -4,004 -24%
MSFS
207
Main Street Financial Solutions
Pennsylvania
$610K -$108K -2,148 -15%
GRP
208
Global Retirement Partners
California
$602K +$19.7K +392 +3%
TWM
209
Tradition Wealth Management
Minnesota
$591K +$407K +8,102 +220%
MM
210
Meridian Management
Arkansas
$568K
US Bancorp
211
US Bancorp
Minnesota
$567K -$13.6K -270 -2%
BWP
212
Bernardo Wealth Planning
Pennsylvania
$560K -$178K -3,538 -24%
MIM
213
Marco Investment Management
Georgia
$552K +$552K +11,000 New
DE
214
Day & Ennis
Georgia
$545K -$251K -4,992 -31%
PLFAM
215
Pineno Levin & Ford Asset Management
Virginia
$540K
VC
216
Vicus Capital
Pennsylvania
$539K -$245K -4,881 -31%
TCWM
217
Total Clarity Wealth Management
Illinois
$529K +$529K +10,530 New
PFT
218
Providence First Trust
Arizona
$528K -$29.2K -582 -5%
KeyBank National Association
219
KeyBank National Association
Ohio
$519K
HCM
220
Howard Capital Management
Georgia
$518K +$179K +3,563 +53%
C1AG
221
Client 1st Advisory Group
Florida
$517K -$39.9K -794 -7%
LGA
222
Lebenthal Global Advisors
New York
$506K
SIA
223
Strategic Investment Advisors
Michigan
$502K -$461K -9,189 -48%
CAM
224
Cidel Asset Management
Ontario, Canada
$502K
TC
225
TownSquare Capital
Utah
$494K -$3.87K -77 -0.8%