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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
201
Beirne Wealth Consulting Services
Connecticut
$400K +$34.6K +690 +10%
JWCA
202
J.W. Cole Advisors
Florida
$397K -$128K -2,558 -24%
IIC
203
Integrated Investment Consultants
Michigan
$397K
WIM
204
Waycross Investment Management
Washington
$395K
WCM
205
Windsor Capital Management
Arizona
$382K -$11.9K -237 -3%
MM
206
Main Management
California
$382K
TCMP
207
Thrive Capital Management (Pennsylvania)
Pennsylvania
$379K -$2.51K -50 -0.7%
PFM
208
Phillips Financial Management
Indiana
$372K -$125K -2,496 -25%
FAM
209
Flaharty Asset Management
Florida
$369K -$120K -2,400 -25%
IF
210
Intrua Financial
Texas
$356K
NAM
211
NTV Asset Management
West Virginia
$356K
USCWA
212
U.S. Capital Wealth Advisors
Texas
$353K +$5.57K +111 +2%
PCMU
213
Paragon Capital Management (Utah)
Utah
$351K -$46.4K -925 -12%
MM
214
Meridian Management
Arkansas
$347K
BCI
215
Brinker Capital Investments
Pennsylvania
$347K -$62K -1,236 -15%
OPS
216
Orion Portfolio Solutions
Nebraska
$347K -$62K -1,236 -15%
SPAS
217
Spectrum Planning & Advisory Services
California
$344K +$343K +6,829 New
LFG
218
Larson Financial Group
Missouri
$341K -$34.5K -688 -9%
COCM
219
Charter Oak Capital Management
New Hampshire
$334K -$10K -200 -3%
LIA
220
Luken Investment Analytics
Tennessee
$326K +$269K +5,370 +486%
FWM
221
Fortress Wealth Management
California
$319K -$19.4K -387 -6%
FMTC
222
Farmers & Merchants Trust Company
California
$316K +$91.8K +1,830 +41%
Comerica Bank
223
Comerica Bank
Texas
$312K -$95.3K -1,901 -23%
FWSM
224
First Wilshire Securities Management
California
$301K -$50.2K -1,000 -14%
IC
225
Inscription Capital
Texas
$292K