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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
LTI
201
Laffer Tengler Investments
Tennessee
$467K -$102K -2,064 -18%
TF
202
Trek Financial
Arizona
$464K -$234K -4,711 -34%
OMC
203
Old Mission Capital
Illinois
$462K -$1.12M -22,579 -71%
IF
204
Intrua Financial
Texas
$460K -$68.8K -1,387 -13%
NCM
205
Next Capital Management
New York
$446K +$100K +2,017 +29%
LFG
206
Larson Financial Group
Missouri
$439K +$15.5K +313 +4%
PFT
207
Providence First Trust
Arizona
$438K +$4.51K +91 +1%
SFA
208
Sequoia Financial Advisors
Ohio
$430K -$18.1K -364 -4%
PCMU
209
Paragon Capital Management (Utah)
Utah
$427K -$5.06M -101,926 -92%
CIAS
210
Capital Investment Advisory Services
North Carolina
$423K -$75.8K -1,528 -15%
SWP
211
Stratos Wealth Partners
Ohio
$421K -$83.1K -1,676 -17%
WIM
212
Waycross Investment Management
Washington
$419K – – –
LGA
213
Lebenthal Global Advisors
New York
$418K +$417K +8,408 New
VCP
214
Verus Capital Partners
Arizona
$417K -$484K -9,753 -54%
RWA
215
Ropes Wealth Advisors
Massachusetts
$412K +$4.32K +87 +1%
WC
216
Waterloo Capital
Texas
$410K -$182K -3,659 -31%
SG
217
Somerset Group
Minnesota
$405K – – –
PIMG
218
Patriot Investment Management Group
Tennessee
$405K -$236K -4,760 -37%
IAIM
219
Industrial Alliance Investment Management
Quebec, Canada
$397K -$3.2M -64,583 -89%
MM
220
Meridian Management
Arkansas
$397K -$48.9K -985 -11%
MM
221
Main Management
California
$378K – – –
FWSM
222
First Wilshire Securities Management
California
$377K -$189K -3,800 -33%
BFEC
223
Benjamin F. Edwards & Company
Missouri
$376K +$108K +2,171 +40%
FAM
224
Flaharty Asset Management
Florida
$364K +$125K +2,519 +52%
LFA
225
LGT Financial Advisors
Texas
$355K +$354K +7,137 New
7 8
9
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