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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MEG
376
Millstone Evans Group
Colorado
$774
MWA
377
Medallion Wealth Advisors
Connecticut
$772 +$768 +16 New
CIA
378
Cape Investment Advisory
Georgia
$712 +$720 +15 New
HWM
379
HighMark Wealth Management
Minnesota
$677
DF
380
Dunhill Financial
United Kingdom
$644 +$720 +15 New
LWMI
381
Legacy Wealth Management (Idaho)
Idaho
$581
SS
382
Sunbelt Securities
Texas
$483 -$480 -10 -50%
IHWM
383
Iron Horse Wealth Management
Iowa
$247
WWM
384
Wolff Wiese Magana
California
$146
TRCT
385
Tower Research Capital (TRC)
New York
$145 -$192 -4 -57%
CPG
386
Cornerstone Planning Group
New Jersey
$96 +$96 +2 New
AFS
387
Anderson Financial Strategies
Ohio
$48
HNB
388
Huntington National Bank
Ohio
$48
EWA
389
EverSource Wealth Advisors
Alabama
$27 -$311K -6,472 -100%
RFC
390
Regions Financial Corp
Alabama
$24
BWM
391
Boyd Wealth Management
California
-$11.7M -244,111 Closed
AO
392
Advisor OS
Illinois
-$6.88M -144,075 Closed
MA
393
MJP Associates
Connecticut
-$6.12M -128,076 Closed
Rockefeller Capital Management
394
Rockefeller Capital Management
New York
-$4.52M -94,549 Closed
FHB
395
First Hawaiian Bank
Hawaii
-$4.23M -88,465 Closed
SRA
396
Secured Retirement Advisors
Minnesota
-$606K -12,688 Closed
GC
397
Grimes & Company
Massachusetts
-$601K -12,573 Closed
GG
398
Greenwood Gearhart
Arkansas
-$504K -10,560 Closed
Northern Trust
399
Northern Trust
Illinois
-$481K -10,077 Closed
CMS
400
Capital Market Strategies
Florida
-$474K -9,922 Closed