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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFIC
276
Valley Forge Investment Consultants
Pennsylvania
$281K +$3.85K +79 +1%
SWA
277
SFMG Wealth Advisors
Texas
$279K +$21.8K +447 +8%
SJGA
278
Stephen J. Garry & Associates
New York
$275K
WKWM
279
Walter & Keenan Wealth Management
Indiana
$270K
ESB
280
Essex Savings Bank
Connecticut
$267K
PP
281
PFS Partners
New Jersey
$265K
CAM
282
Cidel Asset Management
Ontario, Canada
$264K
LI
283
LVZ Inc
Michigan
$264K -$57.2K -1,173 -18%
P
284
&Partners
Tennessee
$263K -$174K -3,561 -40%
HWM
285
Hohimer Wealth Management
Washington
$262K -$2.05K -42 -0.8%
KWM
286
Kingsview Wealth Management
Oregon
$256K +$21.1K +432 +9%
WPA
287
West Paces Advisors
Georgia
$249K +$249K +5,102 New
WFL
288
Wealth Forward LLC
North Dakota
$246K
SWM
289
Silverlake Wealth Management
Vermont
$245K -$6.2K -127 -2%
BPWM
290
BCS Private Wealth Management
New Jersey
$244K +$244K +5,000 New
IWC
291
Infinity Wealth Counsel
Ohio
$242K -$4.88K -100 -2%
CF
292
Centaurus Financial
California
$241K +$57.6K +1,180 +31%
RP
293
Rice Partnership
Hawaii
$236K +$41.9K +858 +22%
ACA
294
Affinity Capital Advisors
California
$236K -$8.35K -171 -3%
DACG
295
Donor Advised Charitable Giving
California
$229K
PIMG
296
Patriot Investment Management Group
Tennessee
$225K +$4.98K +102 +2%
PCIA
297
Prime Capital Investment Advisors
Kansas
$224K
APP
298
Avantax Planning Partners
Iowa
$222K -$9.96K -204 -4%
WA
299
Wealth Architects
California
$222K
SOAMC
300
Spirit of America Management Corp
New York
$221K -$131K -2,676 -37%