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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIA
276
Eldridge Investment Advisors
New Hampshire
$335K +$32.8K +700 +11%
SFG
277
Sovereign Financial Group
Connecticut
$332K -$11.1K -237 -3%
NIC
278
Northwest Investment Counselors
Oregon
$321K -$405K -8,652 -56%
WKWM
279
Walter & Keenan Wealth Management
Indiana
$318K -$83.3K -1,780 -21%
FSA
280
Fort Sheridan Advisors
Illinois
$316K – – –
DPI
281
Diversified Portfolios Inc
Michigan
$314K +$312K +6,657 New
RCAG
282
Rehmann Capital Advisory Group
Michigan
$312K -$106K -2,273 -26%
JFL
283
Jarislowsky, Fraser Ltd
Quebec, Canada
$303K +$301K +6,430 New
PIM
284
Provident Investment Management
Michigan
$302K – – –
KIG
285
Kowal Investment Group
Wisconsin
$297K -$90.3K -1,929 -23%
BTWM
286
Baker Tilly Wealth Management
Wisconsin
$293K +$80.4K +1,717 +38%
AWE
287
Avidian Wealth Enterprises
Texas
$292K +$60.2K +1,287 +26%
CA
288
Cetera Advisors
Colorado
$289K -$28.6K -611 -9%
PHIC
289
Pine Haven Investment Counsel
Massachusetts
$284K +$3.75K +80 +1%
SBIA
290
Sheaff Brock Investment Advisors
Indiana
$283K – – –
WP
291
WealthSource Partners
California
$282K +$7.49K +160 +3%
SFS
292
Security Financial Services
Indiana
$281K – – –
OHWP
293
Oak Harbor Wealth Partners
North Carolina
$268K -$4.59K -98 -2%
MRWM
294
ML&R Wealth Management
Texas
$258K -$9.69K -207 -4%
PP
295
PFS Partners
New Jersey
$256K – – –
PWS
296
Peterson Wealth Services
Utah
$256K -$7.02K -150 -3%
SFS
297
Sowell Financial Services
Arkansas
$245K -$2.38M -50,836 -91%
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$242K +$190K +4,060 +375%
AT
299
American Trust
Kentucky
$240K +$11.3K +242 +5%
BFA
300
Beaumont Financial Advisors
Massachusetts
$239K -$111K -2,376 -32%