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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Summit Asset Management
Tennessee
$518K +$10.2K +199 +2%
PSF
227
Pacific Sun Financial
California
$503K +$504K +9,840 New
FAIM
228
Financial Advocates Investment Management
Washington
$500K +$79.5K +1,551 +19%
CFMC
229
Curbstone Financial Management Corp
New Hampshire
$490K
TAM
230
Tocqueville Asset Management
New York
$480K
WFM
231
Wolff Financial Management
Michigan
$458K +$460K +8,968 New
RMDI
232
R.M. Davis Inc
Maine
$439K
WKWM
233
Walter & Keenan Wealth Management
Indiana
$439K +$441K +8,605 New
CIA
234
Choate Investment Advisors
Massachusetts
$438K
BOPW
235
Brandywine Oak Private Wealth
Pennsylvania
$427K +$16.2K +316 +4%
Bank of New York Mellon
236
Bank of New York Mellon
New York
$406K
OCM
237
Osterweis Capital Management
California
$395K
CPIA
238
Cornell Pochily Investment Advisors
New York
$376K +$51 +1 +0%
SFP
239
Strategic Financial Partners
Oregon
$366K +$367K +7,165 New
QCIG
240
Quad-Cities Investment Group
Iowa
$364K -$23.5K -458 -6%
PAS
241
Park Avenue Securities
New York
$358K -$717 -14 -0.2%
SAF
242
Smith Anglin Financial
Texas
$353K -$114K -2,225 -24%
SS
243
Sunbelt Securities
Texas
$352K
ANTB
244
AMG National Trust Bank
Colorado
$351K -$94.8K -1,849 -21%
AAS
245
Avantax Advisory Services
Texas
$351K -$33.1K -646 -9%
Betterment LLC
246
Betterment LLC
New York
$347K -$4.2K -82 -1%
FSA
247
Fort Sheridan Advisors
Illinois
$342K
MCA
248
Magnolia Capital Advisors
Mississippi
$341K +$80.6K +1,573 +31%
CAL
249
Capital Analysts LLC
Pennsylvania
$337K +$32.7K +639 +11%
OWM
250
Orgel Wealth Management
Wisconsin
$328K