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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
76
Ironwood Financial
Arizona
$191K -$36.1K -718 -16%
EDRH
77
Edmond de Rothschild Holding
Switzerland
$191K
OC
78
Oakworth Capital
Alabama
$175K
GWM
79
Geneos Wealth Management
Colorado
$152K +$150K +2,982 +4,970%
BWA
80
BDO Wealth Advisors
Florida
$148K +$148K +2,937 New
NFG
81
Next Financial Group
Texas
$103K
BAM
82
Barrett Asset Management
New York
$101K +$15.1K +300 +18%
Creative Planning
83
Creative Planning
Kansas
$72K
PWM
84
Perigon Wealth Management
California
$70K -$25.1K -500 -26%
OIA
85
OneDigital Investment Advisors
Kansas
$50K +$50.2K +1,000 New
KF
86
Krilogy Financial
Missouri
$38K +$4.17K +83 +12%
MWM
87
Mascoma Wealth Management
New Hampshire
$30K
SPIA
88
Steward Partners Investment Advisory
New York
$30K
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.1K +$25.1K +500 New
AIM
90
Arcadia Investment Management
Michigan
$25K +$25.1K +500 New
WA
91
WFG Advisors
Texas
$22K +$3.92K +78 +21%
AA
92
AlphaMark Advisors
Kentucky
$19K +$18.8K +375 New
PA
93
Parallel Advisors
California
$16K
SQA
94
Simon Quick Advisors
New Jersey
$15K +$15.1K +300 New
FCMT
95
Founders Capital Management (Texas)
Texas
$14K
CFG
96
CKW Financial Group
Hawaii
$11K
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K +$11.4K +227 New
WAM
98
Wealthspire Advisors (Maryland)
Maryland
$3K
GRP
99
Global Retirement Partners
California
$1K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.46K +29 New