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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
201
Orion Portfolio Solutions
Nebraska
$761K -$44.8K -895 -6%
JWCA
202
J.W. Cole Advisors
Florida
$758K -$436K -8,715 -36%
GI
203
GS Investments
Minnesota
$748K -$51.3K -1,025 -6%
SLWA
204
San Luis Wealth Advisors
California
$740K -$20.1K -402 -3%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$717K +$718K +14,358 New
SWP
206
Stratos Wealth Partners
Ohio
$714K -$7.2K -144 -1%
MSFS
207
Main Street Financial Solutions
Pennsylvania
$701K +$131K +2,627 +23%
CC
208
Courier Capital
New York
$692K +$425K +8,500 +159%
FM
209
Foster & Motley
Ohio
$678K +$81.8K +1,635 +14%
FWSM
210
First Wilshire Securities Management
California
$668K -$146K -2,920 -18%
WC
211
Whitney & Co
New York
$664K -$3.75K -75 -0.6%
COCM
212
Charter Oak Capital Management
New Hampshire
$645K -$66.7K -1,333 -9%
NFG
213
Next Financial Group
Texas
$599K +$32.3K +645 +6%
MIM
214
Marco Investment Management
Georgia
$597K -$129K -2,581 -18%
UWPG
215
Ullmann Wealth Partners Group
Florida
$591K +$50 +1 +0%
EH
216
Equitable Holdings
New York
$558K -$9.29M -185,700 -94%
MPW
217
MA Private Wealth
California
$537K -$3.72M -74,306 -87%
LNWWM
218
Laird Norton Wetherby Wealth Management
California
$534K +$260K +5,206 +95%
BWP
219
Bernardo Wealth Planning
Pennsylvania
$531K -$37.9K -758 -7%
PFT
220
Providence First Trust
Arizona
$528K +$1.1K +22 +0.2%
TWM
221
Tradition Wealth Management
Minnesota
$523K -$128K -2,560 -20%
KeyBank National Association
222
KeyBank National Association
Ohio
$521K
ES
223
ETF Store
Kansas
$508K +$510K +10,204 New
CAM
224
Cidel Asset Management
Ontario, Canada
$500K -$500K -10,000 Closed
TC
225
TownSquare Capital
Utah
$492K -$29.2K -584 -6%