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iShares Intermediate Government/Credit Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GS
201
GTS Securities
Florida
$379K +$376K +3,553 New
SMH
202
Sanders Morris Harris
Texas
$374K
BCA
203
Ballentine Capital Advisors
South Carolina
$371K
WANY
204
Wealthspire Advisors (New York)
New York
$369K -$3.6K -34 -1%
CASB
205
Cape Ann Savings Bank
Massachusetts
$354K -$24.8K -234 -7%
Corient Private Wealth
206
Corient Private Wealth
Florida
$342K -$91.2K -862 -21%
JWCA
207
J.W. Cole Advisors
Florida
$337K +$333K +3,153 New
GI
208
GAMMA Investing
California
$336K +$19.8K +187 +6%
DAS
209
Dynamic Advisor Solutions
Arizona
$333K
HIM
210
Hanlon Investment Management
New Jersey
$325K -$27.8K -263 -8%
SFGP
211
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$318K -$89.9K -850 -22%
PIN
212
Prudent Investors Network
California
$309K
ZIC
213
ZWJ Investment Counsel
Georgia
$303K +$317 +3 +0.1%
CFFNO
214
Common Fund For Nonprofit Organizations
Connecticut
$297K
SAG
215
SageView Advisory Group
California
$293K
Lazard Asset Management
216
Lazard Asset Management
New York
$285K
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$277K -$49.3K -466 -15%
HNB
218
Huntington National Bank
Ohio
$270K
BP
219
BBR Partners
New York
$268K
HWM
220
HB Wealth Management
Georgia
$262K +$259K +2,450 New
TA
221
Tactive Advisors
Florida
$254K +$252K +2,379 New
AT
222
American Trust
Kentucky
$254K +$252K +2,379 New
OAS
223
Optivise Advisory Services
Tennessee
$247K
Creative Planning
224
Creative Planning
Kansas
$246K +$244K +2,303 New
OCM
225
Orleans Capital Management
Louisiana
$246K +$243K +2,300 New