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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
226
Oak Harbor Wealth Partners
North Carolina
$628K +$13.9K +281 +2%
RWP
227
Ridgecrest Wealth Partners
California
$611K -$5.8M -117,315 -90%
WP
228
WealthPLAN Partners
Nebraska
$599K +$21.8K +442 +4%
WIM
229
WealthPlan Investment Management
Nebraska
$599K +$617K +12,489 New
MG
230
Mather Group
Illinois
$566K +$577K +11,677 New
HWM
231
HB Wealth Management
Georgia
$559K
LPT
232
Legacy Private Trust
Wisconsin
$557K +$567K +11,488 New
FIM
233
Freedom Investment Management
Connecticut
$551K +$16K +324 +3%
TWC
234
TD Waterhouse Canada
Ontario, Canada
$548K -$3.95K -80 -0.7%
VFIC
235
Valley Forge Investment Consultants
Pennsylvania
$548K -$66.4K -1,345 -11%
PIM
236
Provident Investment Management
Michigan
$538K -$1.09M -22,000 -66%
PPW
237
Pinnacle Private Wealth
Massachusetts
$530K -$9.88K -200 -2%
WCP
238
Wick Capital Partners
Pennsylvania
$525K -$556K -11,262 -51%
AFP
239
Ausdal Financial Partners
Iowa
$525K -$31.8K -643 -6%
NS
240
Newman & Schimel
Illinois
$522K +$1.23B +24,940,583 +6,695%
NCM
241
Northwest Capital Management
Oregon
$517K -$140K -2,830 -21%
SI
242
Saxon Interests
Texas
$517K -$13.4K -272 -2%
SHFA
243
SC&H Financial Advisors
Maryland
$517K +$125K +2,532 +31%
RJTCONH
244
Raymond James Trust Company of New Hampshire
New Hampshire
$516K +$526K +10,648 New
VA
245
Valmark Advisers
Ohio
$511K +$521K +10,541 New
PSF
246
Pacific Sun Financial
California
$510K +$1.98K +40 +0.4%
WCM
247
Whitener Capital Management
North Carolina
$508K -$242K -4,900 -32%
LIM
248
Leavell Investment Management
Alabama
$505K +$19.8K +400 +4%
MWM
249
Modera Wealth Management
New Jersey
$504K
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$483K -$686K -13,885 -58%