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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
201
Providence First Trust
Arizona
$459K +$8.61K +172 +2%
NCM
202
Next Capital Management
New York
$453K – – –
BFEC
203
Benjamin F. Edwards & Company
Missouri
$452K +$61.4K +1,226 +16%
NAM
204
NTV Asset Management
West Virginia
$448K -$40K -800 -8%
BCI
205
Brinker Capital Investments
Pennsylvania
$433K -$22.6K -451 -5%
OPS
206
Orion Portfolio Solutions
Nebraska
$433K -$22.6K -451 -5%
WCM
207
Windsor Capital Management
Arizona
$432K -$37.4K -747 -8%
RWP
208
RWA Wealth Partners
Massachusetts
$431K -$94.1K -1,881 -18%
WFAG
209
Wescott Financial Advisory Group
Pennsylvania
$426K +$422K +8,430 New
PCMU
210
Paragon Capital Management (Utah)
Utah
$426K -$751 -15 -0.2%
TCMP
211
Thrive Capital Management (Pennsylvania)
Pennsylvania
$419K -$78.1K -1,560 -16%
LGWM
212
Litman Gregory Wealth Management
California
$419K -$215K -4,300 -34%
SG
213
Somerset Group
Minnesota
$412K – – –
MWM
214
Meridian Wealth Management
Kentucky
$404K -$161K -3,211 -29%
EH
215
Equitable Holdings
New York
$401K -$54.5K -1,088 -12%
KA
216
Kure Advisory
Minnesota
$400K +$397K +7,927 New
WIM
217
Waycross Investment Management
Washington
$399K – – –
CG
218
CFO4Life Group
Texas
$389K +$385K +7,701 New
PIMG
219
Patriot Investment Management Group
Tennessee
$389K +$9.21K +184 +2%
SFA
220
Sequoia Financial Advisors
Ohio
$386K – – –
MM
221
Main Management
California
$384K – – –
LFG
222
Larson Financial Group
Missouri
$381K -$64.5K -1,288 -15%
IF
223
Intrua Financial
Texas
$376K – – –
BWCS
224
Beirne Wealth Consulting Services
Connecticut
$373K -$122K -2,438 -25%
CAGAS
225
Capital Advisory Group Advisory Services
Minnesota
$369K +$5.05K +101 +1%
7 8
9
10 11