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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
201
LVW Advisors
New York
$617K +$618K +12,429 New
CIAS
202
Capital Investment Advisory Services
North Carolina
$615K -$198K -3,985 -24%
FM
203
Foster & Motley
Ohio
$610K -$63.7K -1,280 -9%
SWP
204
Stratos Wealth Partners
Ohio
$607K -$102K -2,052 -14%
AFS
205
Access Financial Services
Minnesota
$598K +$334K +6,714 +125%
WWM
206
Western Wealth Management
Colorado
$571K +$304K +6,106 +113%
DIP
207
DT Investment Partners
Pennsylvania
$569K +$571K +11,474 New
CW
208
CreativeOne Wealth
Kansas
$559K +$265K +5,319 +89%
SFA
209
Sequoia Financial Advisors
Ohio
$546K +$548K +11,008 New
JWA
210
JFS Wealth Advisors
Pennsylvania
$545K +$168K +3,376 +44%
PFT
211
Providence First Trust
Arizona
$525K +$597 +12 +0.1%
MIM
212
Marco Investment Management
Georgia
$524K -$69.2K -1,390 -12%
SCM
213
Southport Capital Management
Tennessee
$519K -$822K -16,524 -61%
KeyBank National Association
214
KeyBank National Association
Ohio
$517K
EBWM
215
Eagle Bluffs Wealth Management
Missouri
$510K -$889K -17,875 -63%
ES
216
ETF Store
Kansas
$506K +$498 +10 +0.1%
RFN
217
Redwood Financial Network
Ohio
$506K +$508K +10,201 New
COCM
218
Charter Oak Capital Management
New Hampshire
$500K -$140K -2,817 -22%
CAM
219
Cidel Asset Management
Ontario, Canada
$496K
WC
220
Whitney & Co
New York
$491K -$169K -3,400 -26%
TC
221
TownSquare Capital
Utah
$488K
TP
222
Tranquility Partners
Tennessee
$481K
GRP
223
Global Retirement Partners
California
$458K +$461K +9,258 New
LWM
224
Ledge Wealth Management
Minnesota
$455K +$456K +9,174 New
WEG
225
World Equity Group
Illinois
$453K +$455K +9,135 New