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iShares Intermediate Government/Credit Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAG
251
Armstrong Advisory Group
Massachusetts
$33.3K
AWM
252
Abound Wealth Management
Tennessee
$31.4K +$31.4K +296 New
CFO
253
CVA Family Office
Colorado
$21.7K
MWPCG
254
Measured Wealth Private Client Group
New Hampshire
$20.3K
NWM
255
Nova Wealth Management
Florida
$19.2K
CSC
256
Caldwell Sutter Capital
California
$18K
GFA
257
Godfrey Financial Associates
New York
$17.3K
AWM
258
AE Wealth Management
Kansas
$15.1K
FVIM
259
Fort Vancouver Investment Management
Washington
$14K +$11.5K +108 +450%
RFS
260
Richardson Financial Services
Massachusetts
$11.7K
NEWAS
261
N.E.W. Advisory Services
Wisconsin
$11.3K
CAL
262
Capital Advisors Ltd
Ohio
$11K
HWA
263
Heritage Wealth Advisors
Virginia
$10.2K +$106 +1 +1%
CFM
264
Compass Financial Management
Florida
$9.57K +$9.56K +90 New
DAM
265
Delta Asset Management
Tennessee
$9.02K
TFA
266
Transamerica Financial Advisors
Florida
$8.31K -$5.95K -56 -42%
CT
267
Caldwell Trust
Florida
$4.24K
William Blair & Company
268
William Blair & Company
Illinois
$3.18K +$3.19K +30 New
IA
269
IFP Advisors
Florida
$2.65K
EWA
270
EverSource Wealth Advisors
Alabama
$955 +$956 +9 New
LF
271
LifeSteps Financial
California
$743 +$743 +7 New
CIA
272
Cape Investment Advisory
Georgia
$266 +$319 +3 New
BA
273
Blueline Advisors
New Hampshire
$23
PG
274
Proffitt & Goodson
Tennessee
-$2.6M -24,347 Closed
LWPC
275
Legacy Wealth Partners (Colorado)
Colorado
-$1.64M -15,368 Closed