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iShares Intermediate Government/Credit Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
226
Concourse Financial Group Securities
Alabama
$197K +$24.7K +235 +14%
AWM
227
AE Wealth Management
Kansas
$193K -$14.5K -138 -7%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$185K +$102K +971 +121%
Qube Research & Technologies (QRT)
229
Qube Research & Technologies (QRT)
United Kingdom
$182K +$183K +1,745 New
FFO
230
Fortitude Family Office
Arizona
$172K +$173K +1,649 New
CA
231
Continuum Advisory
Idaho
$167K -$7.36K -70 -4%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$160K +$105 +1 +0.1%
CB
233
CNB Bank
Pennsylvania
$140K -$1.16K -11 -0.8%
PFM
234
Phillips Financial Management
Indiana
$137K -$17.9K -170 -11%
KSB
235
Kennebec Savings Bank
Maine
$133K
GWM
236
Geneos Wealth Management
Colorado
$113K -$21K -200 -16%
RIL
237
Rothschild Investment LLC
Illinois
$109K
Jones Financial Companies
238
Jones Financial Companies
Missouri
$105K
GCM
239
Gables Capital Management
Florida
$104K
SAM
240
S.A. Mason
Michigan
$93.8K
PGAM
241
Princeton Global Asset Management
New Jersey
$83.4K
APW
242
Aventura Private Wealth
Florida
$81.9K +$82.6K +786 New
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$78K -$27.3K -260 -26%
TPCW
244
TD Private Client Wealth
New York
$78K -$4.41K -42 -5%
JWA
245
JFS Wealth Advisors
Pennsylvania
$76.1K
HIA
246
Harbor Investment Advisory
Maryland
$62.5K
BCWM
247
Bartlett & Co Wealth Management
Ohio
$60.6K -$3.05K -29 -5%
SPIA
248
Steward Partners Investment Advisory
New York
$60K -$2.52K -24 -4%
William Blair & Company
249
William Blair & Company
Illinois
$58K +$1.79K +17 +3%
FFA
250
Farther Finance Advisors
California
$37.2K +$210 +2 +0.6%