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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
26
TRUE Private Wealth Advisors
Oregon
$13.2M +$3.04M +60,294 +30%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$12.9M -$1.62M -32,070 -11%
HCM
28
Horan Capital Management
Maryland
$12.1M +$7.28M +144,253 +152%
GSIS
29
Global Strategic Investment Solutions
Arizona
$11M +$1.54M +30,444 +16%
LPWM
30
Lake Point Wealth Management
Texas
$10.9M +$784K +15,544 +8%
AFG
31
Arkansas Financial Group
Arkansas
$10.9M -$642K -12,731 -6%
MML Investors Services
32
MML Investors Services
Massachusetts
$10.6M -$348K -6,889 -3%
SS
33
Simplicity Solutions
Minnesota
$9.82M +$5.86M +116,128 +148%
PFM
34
Phillips Financial Management
Indiana
$9.52M -$240K -4,755 -2%
WWM
35
Windsor Wealth Management
Indiana
$9.34M +$75.7K +1,501 +0.8%
AWM
36
AE Wealth Management
Kansas
$8.92M +$6.94M +137,498 +352%
SPIA
37
Steward Partners Investment Advisory
New York
$8.73M +$645K +12,791 +8%
RJT
38
Raymond James Trust
Florida
$8.52M +$769K +15,233 +10%
CAN
39
Cetera Advisor Networks
California
$8.45M +$2.31M +45,825 +38%
JP Morgan Chase
40
JP Morgan Chase
New York
$8.27M -$62.1M -1,230,430 -88%
AWC
41
Abundance Wealth Counselors
Pennsylvania
$7.96M -$7.27M -143,974 -48%
CWM
42
Cahaba Wealth Management
Georgia
$7.85M +$1.47M +29,117 +23%
DWA
43
Divergent Wealth Advisors
Utah
$7.83M -$35.6M -704,687 -82%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$7.6M +$932K +18,471 +14%
UCFA
45
United Capital Financial Advisors
Texas
$7.57M -$1.3M -25,747 -15%
BC
46
Brinker Capital
Pennsylvania
$6.61M -$2.27M -44,895 -26%
HighTower Advisors
47
HighTower Advisors
Illinois
$6.09M -$1.71M -33,798 -22%
SIAM
48
Sterling Investment Advisors (Missouri)
Missouri
$6.07M -$470K -9,312 -7%
WCG
49
Weaver Consulting Group
California
$5.69M +$1.69M +33,450 +42%
BAAM
50
Baker Avenue Asset Management
California
$5.67M +$69.8K +1,384 +1%