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iShares Intermediate Government/Credit Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mission Wealth Management
226
Mission Wealth Management
California
$237K +$239K +2,225 New
CA
227
Continuum Advisory
Idaho
$231K +$29.9K +279 +15%
U.S. Capital Wealth Advisors
228
U.S. Capital Wealth Advisors
Texas
$227K +$3.65K +34 +2%
EW
229
Evoke Wealth
California
$225K +$227K +2,113 New
HRT Financial
230
HRT Financial
New York
$225K +$227K +2,113 New
AIA
231
Alternative Investment Advisors
Florida
$224K +$225K +2,102 New
SG
232
StoneX Group
New York
$221K +$222K +2,074 New
D.A. Davidson & Co
233
D.A. Davidson & Co
Montana
$216K – – –
Huntington National Bank
234
Huntington National Bank
Ohio
$209K – – –
Mount Yale Investment Advisors
235
Mount Yale Investment Advisors
Colorado
$206K +$208K +1,935 New
Empirical Wealth Management
236
Empirical Wealth Management
Washington
$205K +$322 +3 +0.2%
MFG
237
Mendota Financial Group
Wisconsin
$203K – – –
DE
238
Diversified Enterprises
Delaware
$201K – – –
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$155K – – –
Bartlett & Co Wealth Management
240
Bartlett & Co Wealth Management
Ohio
$144K +$19.1K +178 +15%
KSB
241
Kennebec Savings Bank
Maine
$139K +$1.82K +17 +1%
CB
242
CNB Bank
Pennsylvania
$136K -$7.83K -73 -5%
TFM
243
TFC Financial Management
Massachusetts
$128K – – –
Steward Partners Investment Advisory
244
Steward Partners Investment Advisory
New York
$123K -$5.58K -52 -4%
SPF
245
South Plains Financial
Texas
$120K +$120K +1,122 New
Fidelity Investments
246
Fidelity Investments
Massachusetts
$98.7K -$43.3K -404 -30%
TLFA
247
True Link Financial Advisors
California
$96.5K +$97.1K +905 New
NSG
248
Nalls Sherbakoff Group
Tennessee
$96K – – –
SGK
249
Steigerwald Gordon & Koch
Virginia
$93.6K – – –
PFM
250
Phillips Financial Management
Indiana
$92K +$107 +1 +0.1%