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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
251
Leavell Investment Management
Alabama
$467K – – –
SS
252
Simplicity Solutions
Minnesota
$460K -$96.2K -2,056 -17%
LF
253
Lee Financial
Texas
$459K -$641K -13,700 -58%
OC
254
Oppenheimer & Co
New York
$449K -$571K -12,208 -56%
MWM
255
Marion Wealth Management
Pennsylvania
$447K +$655 +14 +0.1%
WTB
256
Washington Trust Bank
Washington
$446K -$172K -3,670 -28%
TAM
257
Tocqueville Asset Management
New York
$443K – – –
HWM
258
HB Wealth Management
Georgia
$440K – – –
SIC
259
Salem Investment Counselors
North Carolina
$440K – – –
US Bancorp
260
US Bancorp
Minnesota
$431K -$28.5K -608 -6%
LCWP
261
Legacy Capital Wealth Partners
Arkansas
$430K +$427K +9,117 New
Millennium Management
262
Millennium Management
New York
$414K +$411K +8,771 New
HCM
263
Hudson Capital Management
New Jersey
$413K -$548K -11,696 -57%
HF
264
HRT Financial
New York
$411K +$408K +8,719 New
PMG
265
ProVise Management Group
Florida
$409K +$406K +8,671 New
CWM
266
Campbell Wealth Management
Virginia
$402K +$24.8K +529 +7%
CHP
267
Cable Hill Partners
Oregon
$393K -$120K -2,574 -24%
IAA
268
Independent Advisor Alliance
North Carolina
$388K +$385K +8,235 New
PA
269
PFG Advisors
Arizona
$388K -$874K -18,664 -69%
DP
270
Dearborn Partners
Illinois
$383K -$119K -2,548 -24%
NCM
271
Northwest Capital Management
Oregon
$370K +$9.22K +197 +3%
ATPW
272
Ashton Thomas Private Wealth
Arizona
$365K +$328 +7 +0.1%
AAS
273
Avantax Advisory Services
Texas
$347K -$12.5K -267 -4%
FIM
274
Freedom Investment Management
Connecticut
$339K -$60.7K -1,296 -15%
TWC
275
TD Waterhouse Canada
Ontario, Canada
$335K -$2.11K -45 -0.6%