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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSAM
301
Grant Street Asset Management
Pennsylvania
$10K +$10.4K +201 New
VBCG
302
Valley Brook Capital Group
Pennsylvania
$7K +$7.73K +150 New
SWM
303
Selective Wealth Management
Virginia
$6K – – –
AA
304
Ancora Advisors
Ohio
$5K – – –
JIR
305
James Investment Research
Ohio
$5K +$5.15K +100 New
RG
306
Retirement Group
California
$4K -$1.58M -30,646 -100%
Fidelity Investments
307
Fidelity Investments
Massachusetts
$4K -$46.6K -904 -91%
BWM
308
BerganKDV Wealth Management
Minnesota
$4K – – –
OIM
309
Oder Investment Management
California
$4K +$4.02K +78 New
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
FRA
311
Front Row Advisors
California
$3K – – –
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
CB
313
Community Bank
New York
$2K -$84K -1,630 -98%
HWA
314
HCR Wealth Advisors
California
$2K +$1.91K +37 New
BFC
315
Bedel Financial Consulting
Indiana
$1K – – –
OMC
316
Old Mission Capital
Illinois
– -$6.49M -125,904 Closed
Bank of New York Mellon
317
Bank of New York Mellon
New York
– -$2.21M -42,919 Closed
FA
318
Financial Advisors
Massachusetts
– -$437K -8,474 Closed
APSP
319
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$412K -8,002 Closed
SC
320
Scotia Capital
Ontario, Canada
– -$407K -7,895 Closed
ACP
321
Aveo Capital Partners
Colorado
– -$359K -6,962 Closed
VAS
322
Vestmark Advisory Solutions
Massachusetts
– -$311K -6,039 Closed
PAS
323
Park Avenue Securities
New York
– -$261K -5,072 Closed
AFP
324
Ausdal Financial Partners
Iowa
– -$223K -4,334 Closed
MWM
325
Mission Wealth Management
California
– -$214K -4,150 Closed