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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
226
Tocqueville Asset Management
New York
$458K – – –
ATPW
227
Ashton Thomas Private Wealth
Arizona
$446K +$15.7K +326 +4%
LCWP
228
Legacy Capital Wealth Partners
Arkansas
$444K – – –
Kovitz Investment Group Partners
229
Kovitz Investment Group Partners
Illinois
$442K -$747K -15,523 -63%
OCM
230
Osterweis Capital Management
California
$438K – – –
WWS
231
Wellington Wealth Strategies
Indiana
$423K +$424K +8,803 New
SC
232
Stephens Consulting
Michigan
$415K -$16K -333 -4%
ACP
233
Aviance Capital Partners
Florida
$414K +$1.54K +32 +0.4%
TWC
234
TD Waterhouse Canada
Ontario, Canada
$412K – – –
LFAS
235
Level Four Advisory Services
Texas
$397K -$157K -3,257 -28%
SFP
236
Strategic Financial Partners
Oregon
$384K -$13K -270 -3%
LI
237
LVZ Inc
Michigan
$375K -$34.5K -717 -9%
WN
238
Williams & Novak
California
$360K -$627K -13,020 -64%
SC
239
Savant Capital
Illinois
$352K -$131K -2,719 -27%
SOAMC
240
Spirit of America Management Corp
New York
$341K -$4.04K -84 -1%
SHFA
241
SC&H Financial Advisors
Maryland
$340K -$2.12K -44 -0.6%
KLI
242
Kelman-Lazarov Inc
Tennessee
$328K – – –
CCM
243
Coldstream Capital Management
Washington
$327K +$115K +2,381 +55%
HWM
244
Hohimer Wealth Management
Washington
$327K -$41.7K -866 -11%
CAM
245
Cidel Asset Management
Ontario, Canada
$323K – – –
SJGA
246
Stephen J. Garry & Associates
New York
$321K -$36.1K -750 -10%
CKAIS
247
Christensen King & Associates Investment Services
Washington
$320K +$2.17K +45 +0.7%
SGCA
248
Steel Grove Capital Advisors
Tennessee
$317K -$35.1K -730 -10%
PWH
249
Priebe Wealth Holdings
Minnesota
$298K – – –
WP
250
WealthShield Partners
North Carolina
$297K -$6.3K -131 -2%