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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
26
Courage Miller Partners
Virginia
$22.8M -$27.3K -579 -0.1%
KOC
27
Koss-Olinger Consulting
Florida
$22.1M +$22M +466,038 New
GWM
28
Geneos Wealth Management
Colorado
$22M +$430K +9,123 +2%
JFGIW
29
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.2M +$5.62M +119,195 +45%
Ameriprise
30
Ameriprise
Minnesota
$18M +$2.9M +61,560 +19%
PAI
31
Pittenger & Anderson Inc
Nebraska
$17M +$1.18M +24,919 +7%
BPA
32
Beacon Pointe Advisors
California
$15.2M +$1.06M +22,518 +8%
Jane Street
33
Jane Street
New York
$15.2M -$9.54M -202,192 -39%
PFM
34
Phillips Financial Management
Indiana
$14.5M -$422K -8,944 -3%
CIP
35
Capital Insight Partners
Arizona
$14.5M -$119K -2,518 -0.8%
OWA
36
Opal Wealth Advisors
New York
$14.3M -$251K -5,312 -2%
FFS
37
Founders Financial Securities
Maryland
$13.6M +$633K +13,418 +5%
HI
38
Horizon Investments
North Carolina
$13.3M +$659K +13,975 +5%
HAIM
39
Hunter Associates Investment Management
Pennsylvania
$13.2M +$2.43M +51,577 +23%
HighTower Advisors
40
HighTower Advisors
Illinois
$12.4M +$354K +7,505 +3%
OFG
41
Omega Financial Group
California
$11.6M +$243K +5,144 +2%
BCI
42
Brinker Capital Investments
Pennsylvania
$11.4M -$61.9K -1,312 -0.5%
OPS
43
Orion Portfolio Solutions
Nebraska
$11.4M -$61.9K -1,312 -0.5%
LWA
44
Lineweaver Wealth Advisors
Ohio
$11.4M +$7.43M +157,489 +189%
Creative Planning
45
Creative Planning
Kansas
$11.2M -$963K -20,427 -8%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$11.1M -$583K -12,366 -5%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$11M +$10.9M +231,426 New
ARA
48
Alexander Randolph Advisory
Virginia
$10.6M -$16.6K -353 -0.2%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$10.3M +$784K +16,622 +8%
WMR
50
Wealth Management Resources
Rhode Island
$9.82M +$1.17M +24,705 +14%