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iShares Intermediate Government/Credit Bond ETF
GVI

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
251
Harbour Investments
Wisconsin
$19.2K – – –
CSC
252
Caldwell Sutter Capital
California
$18K – – –
GFPC
253
Global Financial Private Client
Florida
$14.5K – – –
DAM
254
Delta Asset Management
Tennessee
$13.8K – – –
RFS
255
Richardson Financial Services
Massachusetts
$11.7K – – –
NEWAS
256
N.E.W. Advisory Services
Wisconsin
$11.3K +$11.1K +106 New
CAL
257
Capital Advisors Ltd
Ohio
$11K – – –
AF
258
Advisornet Financial
Minnesota
$9.75K – – –
HWA
259
Heritage Wealth Advisors
Virginia
$9.75K +$105 +1 +1%
CT
260
Caldwell Trust
Florida
$8.8K – – –
FVIM
261
Fort Vancouver Investment Management
Washington
$8.48K -$420 -4 -5%
CIAS
262
Capital Investment Advisory Services
North Carolina
$6.79K +$6.71K +64 New
MIA
263
MeadowBrook Investment Advisors
Michigan
$6.36K – – –
TFGT
264
TS Financial Group (TSFG)
Illinois
$5K – – –
TCOV
265
Trust Company of Vermont
Vermont
$4.03K – – –
MFG
266
Mendota Financial Group
Wisconsin
$3.09K – – –
AF
267
Allworth Financial
California
$2.22K -$3.04K -29 -58%
LWANC
268
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.12K – – –
LWMI
269
Legacy Wealth Management (Idaho)
Idaho
$1.8K – – –
PWM
270
Parkworth Wealth Management
California
$1.61K – – –
BCMLT
271
Beacon Capital Management LLC (Tennessee)
Tennessee
$965 – – –
CIA
272
Cape Investment Advisory
Georgia
$327 +$315 +3 New
SW
273
SVB Wealth
Massachusetts
– -$14.5M -139,076 Closed
FHB
274
First Hawaiian Bank
Hawaii
– -$10.2M -98,004 Closed
AFA
275
Arlington Financial Advisors
California
– -$5.73M -54,984 Closed
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11
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