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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPCM
251
Financial Partners Capital Management
New York
$481K +$79K +1,600 +19%
EM
252
Excalibur Management
Massachusetts
$479K -$239K -4,836 -33%
FAIM
253
Financial Advocates Investment Management
Washington
$472K -$6.37K -129 -1%
CFMC
254
Curbstone Financial Management Corp
New Hampshire
$465K
BFA
255
Beaumont Financial Advisors
Massachusetts
$460K +$197K +3,996 +73%
TAM
256
Tocqueville Asset Management
New York
$456K
QCIG
257
Quad-Cities Investment Group
Iowa
$439K +$65.6K +1,327 +17%
WIA
258
World Investment Advisors
California
$434K -$2.72K -55 -0.6%
WFM
259
Wolff Financial Management
Michigan
$431K -$4.69K -95 -1%
GFPC
260
Global Financial Private Client
Florida
$430K -$22.2K -450 -5%
WKWM
261
Walter & Keenan Wealth Management
Indiana
$418K +$10.1K +205 +2%
CIA
262
Choate Investment Advisors
Massachusetts
$415K
EWA
263
Exencial Wealth Advisors
Oklahoma
$391K +$11.4K +231 +3%
GRP
264
Global Retirement Partners
California
$389K +$401K +8,113 New
WA
265
WBH Advisory
Maryland
$388K +$115K +2,324 +40%
ANTB
266
AMG National Trust Bank
Colorado
$382K +$49.4K +1,000 +15%
SAM
267
Summit Asset Management
Tennessee
$370K +$296 +6 +0.1%
PWS
268
Peterson Wealth Services
Utah
$365K +$84.1K +1,702 +29%
AT
269
American Trust
Kentucky
$362K +$369K +7,471 New
AAS
270
Avantax Advisory Services
Texas
$354K -$1.93K -39 -0.5%
CPIA
271
Cornell Pochily Investment Advisors
New York
$350K -$54.6K -1,105 -13%
SFG
272
Sovereign Financial Group
Connecticut
$330K -$35.4K -717 -10%
FSA
273
Fort Sheridan Advisors
Illinois
$325K
SAMC
274
Spectrum Asset Management (California)
California
$314K -$1.18M -23,800 -79%
PAS
275
Park Avenue Securities
New York
$311K -$26.4K -535 -8%