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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
201
Clearstead Advisors
Ohio
$779K +$531K +10,394 +211%
MOS
202
MGO One Seven
Ohio
$775K +$427K +8,359 +121%
EBWM
203
Eagle Bluffs Wealth Management
Missouri
$756K -$22.3K -436 -3%
OCWP
204
Owl Creek Wealth Partners
Colorado
$755K +$758K +14,851 New
CCA
205
Carrera Capital Advisors
Michigan
$742K +$197K +3,851 +36%
FA
206
Fortis Advisors
Pennsylvania
$742K +$5.06K +99 +0.7%
FWM
207
Forteris Wealth Management
New York
$733K +$83.3K +1,632 +13%
FAT
208
First American Trust
California
$729K -$74.2K -1,453 -9%
GWAM
209
Guardian Wealth Advisors (Minnesota)
Minnesota
$723K -$380K -7,448 -34%
IWC
210
Integrated Wealth Concepts
Massachusetts
$722K +$725K +14,204 New
CAM
211
Clark Asset Management
New Hampshire
$719K +$722K +14,135 New
DC
212
Darrow Company
Massachusetts
$710K +$306 +6 +0%
JAG
213
Journey Advisory Group
Kentucky
$710K +$227K +4,437 +47%
KW
214
Keyvantage Wealth
Pennsylvania
$705K -$155K -3,034 -18%
CBT
215
Crews Bank & Trust
Florida
$701K -$4.34K -85 -0.6%
PIA
216
Perennial Investment Advisors
California
$700K +$67.7K +1,325 +11%
EWA
217
Elevate Wealth Advisory
Georgia
$687K +$453K +8,871 +191%
KFGK
218
Keystone Financial Group (Kentucky)
Kentucky
$687K -$4.24K -83 -0.6%
BCMIO
219
Beacon Capital Management Inc (Ohio)
Ohio
$671K -$703K -13,764 -51%
CFO
220
CVA Family Office
Colorado
$659K +$238K +4,658 +56%
CAL
221
Capital Analysts LLC
Pennsylvania
$648K -$18.8K -369 -3%
IAIM
222
International Assets Investment Management
Florida
$640K +$124K +2,426 +24%
BFG
223
Beacon Financial Group
Texas
$626K -$99.7K -1,952 -14%
MHR
224
Matthew Hamilton Rosenberg
$618K -$23.3K -456 -4%
TWA
225
TCI Wealth Advisors
Arizona
$614K +$4.19K +82 +0.7%
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9
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