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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
251
Cerity Partners
New York
$357K -$14.6K -300 -4%
PFS
252
Prospera Financial Services
Texas
$357K -$1.75M -35,794 -83%
SF
253
Summit Financial
New Jersey
$355K +$55.1K +1,130 +18%
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$353K +$215K +4,408 +156%
GS
255
GTS Securities
Florida
$352K -$28.8K -591 -8%
GC
256
Garde Capital
Washington
$351K
LFAS
257
Level Four Advisory Services
Texas
$350K -$6.54K -134 -2%
OCA
258
OpenArc Corporate Advisory
Georgia
$347K +$347K +7,112 New
KLI
259
Kelman-Lazarov Inc
Tennessee
$342K +$4.73K +97 +1%
PP
260
Pearl Planning
Michigan
$336K +$336K +6,883 New
SPC
261
Sigma Planning Corp
Michigan
$331K +$17.6K +361 +6%
LWM
262
Level Wealth Management
North Carolina
$320K -$590K -12,100 -65%
CG
263
Curat Global
New Hampshire
$316K +$976 +20 +0.3%
CTA
264
Colonial Trust Advisors
South Carolina
$312K -$26K -532 -8%
IAIM
265
International Assets Investment Management
Florida
$308K -$12.7K -260 -4%
SG
266
StoneX Group
New York
$306K +$307K +6,281 New
BTI
267
Blue Trust Inc
Georgia
$305K -$29.7K -608 -9%
CKAIS
268
Christensen King & Associates Investment Services
Washington
$305K -$24.9K -511 -8%
RCAG
269
Rehmann Capital Advisory Group
Michigan
$302K +$28.5K +584 +10%
PAS
270
Parsonex Advisory Services
Colorado
$300K +$2.98K +61 +1%
SIA
271
SeaBridge Investment Advisors
New Jersey
$300K +$300K +6,150 New
EWA
272
Elevate Wealth Advisory
Georgia
$298K
MCC
273
Money Concepts Capital
Florida
$292K
RW
274
Rede Wealth
Virginia
$292K +$292K +5,988 New
GPA
275
Guidance Point Advisors
Massachusetts
$290K +$33.7K +690 +13%