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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
401
Barrett Asset Management
New York
– -$265K -5,185 Closed
FHC
402
First Heartland Consultants
Missouri
– -$241K -4,714 Closed
5L
403
55I LLC
Massachusetts
– -$239K -4,686 Closed
KWMG
404
King Wealth Management Group
Florida
– -$229K -4,480 Closed
RC
405
Roundview Capital
New Jersey
– -$227K -4,450 Closed
RPG
406
Resource Planning Group
Georgia
– -$215K -4,219 Closed
EWA
407
Encompass Wealth Advisors
Oregon
– -$207K -4,055 Closed
FNBOO
408
First National Bank of Omaha
Nebraska
– -$204K -4,000 Closed
GRP
409
Global Retirement Partners
California
– -$202K -3,963 Closed
Koshinski Asset Management
410
Koshinski Asset Management
Illinois
– -$170K -3,325 Closed
BMD
411
Better Money Decisions
New Mexico
– -$65K -1,264 Closed
S
412
SignatureFD
Georgia
– -$44K -856 Closed
BW
413
Bison Wealth
Georgia
– -$29K -565 Closed
CPC
414
Consolidated Planning Corp
Georgia
– -$28K -544 Closed
HA
415
Herold Advisors
New York
– -$25K -507 Closed
APWA
416
Atlas Private Wealth Advisors
New Jersey
– -$19K -375 Closed
IF
417
Ironwood Financial
Arizona
– -$13K -257 Closed
CI
418
CX Institutional
Indiana
– -$12K -227 Closed
BL
419
Balentine LLC
Georgia
– -$11K -213 Closed
CIAS
420
Capital Investment Advisory Services
North Carolina
– -$10K -200 Closed
CAAS
421
Capital Asset Advisory Services
Michigan
– -$8K -165 Closed
FCMT
422
Founders Capital Management (Texas)
Texas
– -$5K -100 Closed
KIG
423
Kowal Investment Group
Wisconsin
– -$5K -92 Closed
DWMG
424
DB Wealth Management Group
California
– -$3K -66 Closed
WT
425
Washington Trust
Rhode Island
– -$3K -62 Closed