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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIP
26
Capital Insight Partners
Arizona
$31M +$1.15M +24,126 +4%
LPL Financial
27
LPL Financial
California
$25.5M -$3.02M -63,323 -11%
PP
28
Prosperity Planning
Missouri
$25.2M
PFM
29
Phillips Financial Management
Indiana
$24.1M +$1.22M +25,654 +5%
GWM
30
GDS Wealth Management
Texas
$23.7M +$976K +20,456 +4%
OBWG
31
Onyx Bridge Wealth Group
New York
$23.2M +$2.6M +54,537 +13%
DWM
32
Destination Wealth Management
California
$22.7M -$1.78M -37,208 -7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$22.5M +$3.7M +77,497 +20%
CMP
34
Courage Miller Partners
Virginia
$21.9M -$22.3K -467 -0.1%
OAM
35
Oak Asset Management
California
$21.9M +$22M +461,490 New
MA
36
MJP Associates
Connecticut
$21.6M +$21.7M +454,918 New
GWM
37
Geneos Wealth Management
Colorado
$21.2M -$306K -6,413 -1%
SMM
38
Stadion Money Management
Georgia
$21.2M -$1.58M -33,100 -7%
W
39
Wealthquest
Ohio
$20.8M -$5.92M -124,037 -22%
JP Morgan Chase
40
JP Morgan Chase
New York
$20.5M +$10.7M +225,036 +109%
OWA
41
Opal Wealth Advisors
New York
$19.9M +$20.1M +420,466 New
DWA
42
Divergent Wealth Advisors
Utah
$18.8M -$2.09M -43,767 -10%
AWM
43
AE Wealth Management
Kansas
$17.7M +$2.89M +60,647 +19%
AWA
44
Arete Wealth Advisors
Illinois
$17.6M +$17.7M +370,856 New
MCA
45
Maryland Capital Advisors
Maryland
$17.6M -$63.2K -1,324 -0.4%
EK
46
Evensky & Katz
Florida
$16.1M +$16.1M +337,740 +37,237%
SPIA
47
Steward Partners Investment Advisory
New York
$15.5M -$566K -11,851 -3%
MAM
48
Meeder Asset Management
Ohio
$15.5M +$1.93M +40,343 +14%
CL
49
CIM LLC
New York
$15.5M +$656K +13,753 +4%
CTB
50
Country Trust Bank
Illinois
$13.9M