We are live on ! Find out more
ISTB icon

iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$70K – – –
MA
102
MCF Advisors
Kentucky
$52K -$54.9K -1,099 -51%
KF
103
Krilogy Financial
Missouri
$51K +$2.45K +49 +5%
OIA
104
OneDigital Investment Advisors
Kansas
$50K +$50K +1,000 New
GRP
105
Global Retirement Partners
California
$42K +$15.7K +315 +59%
IWM
106
IHT Wealth Management
Illinois
$33K -$5.8K -116 -15%
BWL
107
Bogart Wealth LLC
Virginia
$31K – – –
CMBA
108
C.M. Bidwell & Associates
Hawaii
$31K +$31.5K +630 New
MWM
109
Mascoma Wealth Management
New Hampshire
$30K – – –
GTAM
110
Global Trust Asset Management
Florida
$30K +$30K +600 New
SPIA
111
Steward Partners Investment Advisory
New York
$29K – – –
CFG
112
CKW Financial Group
Hawaii
$28K – – –
AIM
113
Arcadia Investment Management
Michigan
$25K – – –
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$25K +$24.9K +498 New
JWA
115
JFS Wealth Advisors
Pennsylvania
$21K +$21K +421 New
AA
116
AlphaMark Advisors
Kentucky
$19K – – –
PA
117
Parallel Advisors
California
$15K – – –
RFC
118
Regions Financial Corp
Alabama
$15K +$14.9K +299 New
FCMT
119
Founders Capital Management (Texas)
Texas
$14K – – –
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K – – –
AIA
121
Armor Investment Advisors
North Carolina
$10K +$9.8K +196 New
W
122
WealthShield
North Carolina
$8K +$7.9K +158 New
WP
123
WealthShield Partners
North Carolina
$8K +$7.9K +158 New
VFA
124
Valeo Financial Advisors
Indiana
$7K +$7.4K +148 New
AWM
125
Avior Wealth Management
Nebraska
$5K +$50 +1 +1%