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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
226
Private Capital Group
Connecticut
$85K
CFGS
227
Concourse Financial Group Securities
Alabama
$79K -$6.55K -127 -8%
PCWA
228
Pacific Capital Wealth Advisors
California
$79K +$79K +1,532 New
GSWM
229
Golden State Wealth Management
California
$77K +$76.5K +1,484 New
OC
230
Oakworth Capital
Alabama
$76K
SSWG
231
Seven Springs Wealth Group
Tennessee
$73K
LFG
232
Larson Financial Group
Missouri
$67K +$40.8K +792 +154%
GRP
233
Global Retirement Partners
California
$65K +$361 +7 +0.6%
TFGT
234
TS Financial Group (TSFG)
Illinois
$62K
EK
235
Evensky & Katz
Florida
$60K -$3.35K -65 -5%
BWL
236
Bogart Wealth LLC
Virginia
$57K
CAAS
237
Capital Asset Advisory Services
Michigan
$52K -$670 -13 -1%
SFPG
238
Stonebridge Financial Planning Group
Florida
$52K +$51.6K +1,000 New
Fidelity Investments
239
Fidelity Investments
Massachusetts
$51K +$46.4K +899 +988%
ADL
240
Asset Dedication LLC
California
$50K -$134K -2,601 -72%
EIP
241
Ellis Investment Partners
Pennsylvania
$50K +$258 +5 +0.5%
VFA
242
Valeo Financial Advisors
Indiana
$43K
JFA
243
JNBA Financial Advisors
Minnesota
$39K +$5.47K +106 +16%
GTAM
244
Global Trust Asset Management
Florida
$36K +$52 +1 +0.1%
FHA
245
Flagship Harbor Advisors
Massachusetts
$33K
PP
246
Pacifica Partners
Canada
$33K +$155 +3 +0.5%
Franklin Resources
247
Franklin Resources
California
$32K
MPCG
248
Matrix Private Capital Group
New York
$31K
AF
249
Advisornet Financial
Minnesota
$31K +$18.4K +357 +147%
AIC
250
Archer Investment Corporation
Indiana
$28.5K +$1.44K +28 +5%