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iShares Intermediate Government/Credit Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
201
Beaumont Capital Management
Massachusetts
$312K -$108K -1,031 -26%
PS
202
Principal Securities
Iowa
$309K
PIN
203
Prudent Investors Network
California
$307K
Cerity Partners
204
Cerity Partners
New York
$302K -$1.31M -12,474 -81%
ZIC
205
ZWJ Investment Counsel
Georgia
$301K +$5.45K +52 +2%
CFFNO
206
Common Fund For Nonprofit Organizations
Connecticut
$295K
SAG
207
SageView Advisory Group
California
$293K
Lazard Asset Management
208
Lazard Asset Management
New York
$283K
FA
209
FSA Advisors
Michigan
$278K +$275K +2,619 New
BP
210
BBR Partners
New York
$266K -$38.2K -364 -13%
TFM
211
TFC Financial Management
Massachusetts
$262K -$287K -2,739 -53%
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$256K
SL
213
SWMG LLC
Texas
$249K +$246K +2,344 New
USCWA
214
U.S. Capital Wealth Advisors
Texas
$247K +$1.15K +11 +0.5%
NI
215
Natural Investments
California
$246K -$39.3K -375 -14%
OAS
216
Optivise Advisory Services
Tennessee
$245K -$63.9K -609 -21%
GL
217
Graypoint LLC
New York
$233K +$8.18K +78 +4%
CRC
218
Curi RMB Capital
Illinois
$229K +$227K +2,163 New
GC
219
Guidance Capital
Kentucky
$227K +$225K +2,149 New
DADC
220
D.A. Davidson & Co
Montana
$216K -$10.9K -104 -5%
PWM
221
Perigon Wealth Management
California
$215K
EWM
222
Empirical Wealth Management
Washington
$207K +$420 +4 +0.2%
AWM
223
Apollon Wealth Management
South Carolina
$204K +$202K +1,922 New
CA
224
Continuum Advisory
Idaho
$170K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$168K +$5.14K +49 +3%