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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
76
Edmond de Rothschild Holding
Switzerland
$191K +$128K +2,552 +204%
OC
77
Oakworth Capital
Alabama
$174K – – –
NFG
78
Next Financial Group
Texas
$103K – – –
PWM
79
Perigon Wealth Management
California
$95K – – –
BAM
80
Barrett Asset Management
New York
$86K -$35K -700 -29%
Creative Planning
81
Creative Planning
Kansas
$72K – – –
IWM
82
IHT Wealth Management
Illinois
$39K +$22.2K +444 +132%
KF
83
Krilogy Financial
Missouri
$33K – – –
MWM
84
Mascoma Wealth Management
New Hampshire
$30K – – –
SPIA
85
Steward Partners Investment Advisory
New York
$30K – – –
WA
86
WFG Advisors
Texas
$18K -$5.01K -100 -22%
PA
87
Parallel Advisors
California
$16K – – –
FCMT
88
Founders Capital Management (Texas)
Texas
$14K +$14K +280 New
CFG
89
CKW Financial Group
Hawaii
$11K – – –
GWM
90
Geneos Wealth Management
Colorado
$3K – – –
WAM
91
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
BlackRock
92
BlackRock
New York
$2K – – –
GRP
93
Global Retirement Partners
California
$1K – – –
PWS
94
Paragon Wealth Strategies
Florida
– -$4.57M -91,323 Closed
FIM
95
Freedom Investment Management
Connecticut
– -$4.26M -85,229 Closed
JSL
96
JT Stratford LLC
Georgia
– -$2.1M -41,896 Closed
CWM
97
Concert Wealth Management
California
– -$287K -5,702 Closed
HCM
98
Horan Capital Management
Maryland
– -$153K -3,074 Closed
VIA
99
Vantage Investment Advisors
Pennsylvania
– -$87K -1,738 Closed
DADC
100
D.A. Davidson & Co
Montana
– -$28K -560 Closed