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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
226
StrategIQ Financial Group
Indiana
$733K -$28K -552 -4%
SS
227
Simplicity Solutions
Minnesota
$733K -$16.9K -334 -2%
CB
228
Commerce Bank
Missouri
$729K
RA
229
Rise Advisors
New York
$695K +$698K +13,782 New
MWM
230
Marion Wealth Management
Pennsylvania
$691K +$694K +13,702 New
COF
231
Capital One Financial
Virginia
$680K +$369K +7,293 +118%
NCM
232
Northwest Capital Management
Oregon
$670K +$18K +356 +3%
OHWP
233
Oak Harbor Wealth Partners
North Carolina
$640K +$642K +12,684 New
VFIC
234
Valley Forge Investment Consultants
Pennsylvania
$638K -$343K -6,775 -35%
CPSAC
235
Chas P. Smith & Associates (CPS)
Florida
$630K -$2.99K -59 -0.5%
WP
236
WealthPLAN Partners
Nebraska
$601K -$39.3K -776 -6%
APSP
237
Asset Planning Services (Pennsylvania)
Pennsylvania
$595K
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$590K -$353K -6,962 -37%
PAG
239
Private Advisor Group
New Jersey
$585K -$861 -17 -0.1%
HWM
240
HB Wealth Management
Georgia
$582K +$585K +11,542 New
AFP
241
Ausdal Financial Partners
Iowa
$579K -$72.4K -1,429 -11%
TWC
242
TD Waterhouse Canada
Ontario, Canada
$578K +$580K +11,446 New
PPW
243
Pinnacle Private Wealth
Massachusetts
$562K +$564K +11,140 New
CHP
244
Cable Hill Partners
Oregon
$559K +$11.3K +224 +2%
FIM
245
Freedom Investment Management
Connecticut
$557K -$5.42K -107 -1%
SI
246
Saxon Interests
Texas
$549K +$554K +10,945 New
PSF
247
Pacific Sun Financial
California
$529K +$32.4K +640 +7%
MWM
248
Modera Wealth Management
New Jersey
$524K +$527K +10,397 New
LIM
249
Leavell Investment Management
Alabama
$505K +$208K +4,100 +69%
FAIM
250
Financial Advocates Investment Management
Washington
$498K +$3.65K +72 +0.7%