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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNIM
326
Vaughan Nelson Investment Management
Texas
$108K
CIR
327
Clear Investment Research
Georgia
$103K +$833 +18 +0.8%
PTC
328
Private Trust Company
Ohio
$99K
EW
329
Element Wealth
Mississippi
$98K
KFO
330
Kopp Family Office
Minnesota
$96K -$7.31K -158 -7%
ASBI
331
American State Bank (Iowa)
Iowa
$90.6K
GRP
332
Global Retirement Partners
California
$85K -$119K -2,569 -58%
RFA
333
Resurgent Financial Advisors
Georgia
$78.1K +$77.8K +1,681 New
AWM
334
Accurate Wealth Management
Florida
$75.2K +$74.3K +1,605 New
NECFA
335
New England Capital Financial Advisors
Connecticut
$74.7K +$73.3K +1,585 New
CP
336
Castleview Partners
Texas
$74.1K -$740 -16 -1%
DI
337
Disciplined Investments
Oklahoma
$73.6K -$1.8K -39 -2%
BAAM
338
Baker Avenue Asset Management
California
$72K +$71.7K +1,550 New
S
339
SignatureFD
Georgia
$58.6K +$58.3K +1,261 New
Citigroup
340
Citigroup
New York
$57.1K +$6.52K +141 +13%
GJIA
341
Glass Jacobson Investment Advisors
Maryland
$55K +$54.8K +1,185 New
CFGS
342
Concourse Financial Group Securities
Alabama
$54.8K +$48.2K +1,042 +755%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$50K -$10.2K -221 -17%
TFA
344
Transamerica Financial Advisors
Florida
$42K -$2.96K -64 -7%
RIA
345
Realta Investment Advisors
Delaware
$40.9K +$139 +3 +0.3%
CT
346
Cambridge Trust
Massachusetts
$38K
BWA
347
BDO Wealth Advisors
Florida
$37K +$231 +5 +0.6%
AIC
348
Archer Investment Corporation
Indiana
$32.5K +$278 +6 +0.9%
BONH
349
Bank of New Hampshire
New Hampshire
$31K +$27.8K +600 +833%
MPCG
350
Matrix Private Capital Group
New York
$30K