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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
251
Archer Investment Corporation
Indiana
$28.5K +$1.44K +28 +5%
SWM
252
Sugarloaf Wealth Management
Georgia
$28K +$155 +3 +0.6%
EW
253
Evoke Wealth
California
$27K – – –
IF
254
Ironwood Financial
Arizona
$26K -$3.35K -65 -11%
AWM
255
Avior Wealth Management
Nebraska
$25K +$155 +3 +0.6%
CFG
256
Capstone Financial Group
Oklahoma
$23K – – –
BWM
257
Baystate Wealth Management
Massachusetts
$21K +$103 +2 +0.5%
APWA
258
Atlas Private Wealth Advisors
New Jersey
$19K – – –
CSPIA
259
Cary Street Partners Investment Advisory
Virginia
$15K +$15.5K +300 New
HNB
260
Huntington National Bank
Ohio
$11K – – –
PMFA
261
Plante Moran Financial Advisors
Michigan
$10K -$4.9K -95 -32%
CIAS
262
Capital Investment Advisory Services
North Carolina
$10K – – –
KCM
263
Kathmere Capital Management
Pennsylvania
$10K +$10.1K +196 New
JWM
264
Jeppson Wealth Management
California
$10K +$10.3K +200 New
CHAM
265
Clear Harbor Asset Management
Connecticut
$8.76K +$8.77K +170 New
SWM
266
Selective Wealth Management
Virginia
$6K – – –
AA
267
Ancora Advisors
Ohio
$5K – – –
F
268
F3Logic
Minnesota
$4.66K +$185K +3,583 +4%
BWM
269
BerganKDV Wealth Management
Minnesota
$4K – – –
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
FRA
271
Front Row Advisors
California
$3K – – –
PFGIA
272
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
SFA
273
Stewardship Financial Advisors
Georgia
$1K -$65K -1,260 -99%
BFC
274
Bedel Financial Consulting
Indiana
$1K – – –
BBL
275
Beck Bode LLC
Massachusetts
$1K +$1.34K +26 New