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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
251
Osterweis Capital Management
California
$486K
KOC
252
Koss-Olinger Consulting
Florida
$473K +$38.3K +827 +9%
IC
253
IEQ Capital
California
$464K +$462K +9,983 New
PFWA
254
Paces Ferry Wealth Advisors
Georgia
$460K +$458K +9,900 New
LIM
255
Leavell Investment Management
Alabama
$459K -$24.3K -525 -5%
US Bancorp
256
US Bancorp
Minnesota
$453K +$404K +8,742 +866%
MWM
257
Marion Wealth Management
Pennsylvania
$439K -$22.7K -490 -5%
TAM
258
Tocqueville Asset Management
New York
$437K
HWM
259
HB Wealth Management
Georgia
$434K
SIC
260
Salem Investment Counselors
North Carolina
$434K +$432K +9,340 New
AWA
261
AmeriServ Wealth Advisors
Pennsylvania
$432K +$431K +9,305 New
CPSAC
262
Chas P. Smith & Associates (CPS)
Florida
$429K +$428K +9,247 New
CAM
263
Cidel Asset Management
Ontario, Canada
$418K
RCAG
264
Rehmann Capital Advisory Group
Michigan
$413K -$59.5K -1,286 -13%
WKWM
265
Walter & Keenan Wealth Management
Indiana
$396K -$4.63K -100 -1%
FIM
266
Freedom Investment Management
Connecticut
$395K +$7.03K +152 +2%
PSF
267
Pacific Sun Financial
California
$394K -$89.8K -1,940 -19%
KIG
268
Kowal Investment Group
Wisconsin
$382K +$380K +8,217 New
ZIM
269
Zacks Investment Management
Illinois
$382K +$380K +8,217 New
CWM
270
Campbell Wealth Management
Virginia
$372K -$1.55M -33,504 -81%
ATPW
271
Ashton Thomas Private Wealth
Arizona
$359K +$9.21K +199 +3%
NCM
272
Northwest Capital Management
Oregon
$356K -$352K -7,603 -50%
AAS
273
Avantax Advisory Services
Texas
$354K -$25.2K -544 -7%
National Bank of Canada
274
National Bank of Canada
Quebec, Canada
$348K +$9.25K +200 +3%
BFA
275
Beaumont Financial Advisors
Massachusetts
$345K -$97.1K -2,098 -22%