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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EP Wealth Advisors
California
$12.9M +$13M +266,481 New
FAI
52
Fiduciary Advisors Inc
Missouri
$12.3M +$1.26M +25,853 +11%
AWC
53
Abundance Wealth Counselors
Pennsylvania
$11.9M +$534K +10,968 +5%
WFAG
54
Wescott Financial Advisory Group
Pennsylvania
$11.9M +$1.34M +27,487 +13%
LWM
55
Lakeridge Wealth Management
Ohio
$11.9M +$1.69M +34,704 +16%
BFA
56
Ballast Financial Advisors
Pennsylvania
$10.9M +$559K +11,477 +5%
FWM
57
Fonville Wealth Management
Virginia
$10.7M +$730K +14,991 +7%
SFP
58
Strategic Financial Partners
Oregon
$10.4M +$2.45M +50,243 +31%
CAG
59
Crestwood Advisors Group
Massachusetts
$9.74M +$1.17M +23,920 +14%
BCM
60
Becker Capital Management
Oregon
$9.73M +$9.78M +200,821 New
KeyBank National Association
61
KeyBank National Association
Ohio
$9.47M +$1.57M +32,210 +20%
MFC
62
Morris Financial Concepts
South Carolina
$9.16M +$364K +7,476 +4%
Osaic Holdings
63
Osaic Holdings
Arizona
$9.11M +$760K +15,609 +9%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$8.81M +$152K +3,112 +2%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$8.8M +$2.1M +43,154 +31%
MML Investors Services
66
MML Investors Services
Massachusetts
$8.03M -$1.09M -22,342 -12%
HPM
67
Hoxton Planning & Management
West Virginia
$7.85M -$800K -16,415 -9%
KPWG
68
KFA Private Wealth Group
Virginia
$7.78M +$52.7K +1,081 +0.7%
Jane Street
69
Jane Street
New York
$7.61M +$6.78M +139,251 +787%
IFA
70
Independence Financial Advisors
New Hampshire
$7.57M +$107K +2,201 +1%
Creative Planning
71
Creative Planning
Kansas
$7.16M -$550K -11,283 -7%
JWM
72
JGP Wealth Management
Oregon
$7.13M +$208K +4,273 +3%
GCG
73
Gilbert Capital Group
Maine
$7.1M -$77.9K -1,599 -1%
CA
74
CGN Advisors
Kansas
$6.88M -$1.98M -40,563 -22%
SIAM
75
Sterling Investment Advisors (Missouri)
Missouri
$6.86M +$143K +2,942 +2%