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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
101
Lakeridge Wealth Management
Ohio
$3.83M +$1.32M +27,799 +53%
CFS
102
Cannon Financial Strategists
Georgia
$3.82M -$109K -2,302 -3%
KAS
103
Kestra Advisory Services
Texas
$3.75M +$99.5K +2,099 +3%
Renaissance Technologies
104
Renaissance Technologies
New York
$3.69M +$3.68M +77,700 New
LWM
105
LJI Wealth Management
Indiana
$3.6M -$40K -843 -1%
BWM
106
BCGM Wealth Management
Indiana
$3.54M -$31.6K -667 -0.9%
Goldman Sachs
107
Goldman Sachs
New York
$3.52M +$759 +16 +0%
SVWAG
108
Sound View Wealth Advisors Group
Georgia
$3.42M -$349K -7,365 -9%
BAAM
109
Baker Avenue Asset Management
California
$3.35M -$631K -13,300 -16%
ST
110
Smithfield Trust
Pennsylvania
$3.31M
Baird Financial Group
111
Baird Financial Group
Wisconsin
$3.29M -$146K -3,086 -4%
FSWA
112
Financial Synergies Wealth Advisors
Texas
$3.1M -$7.75M -163,411 -71%
CAN
113
Cetera Advisor Networks
California
$3.05M -$335K -7,071 -10%
GFG
114
Goldstone Financial Group
Illinois
$3.04M -$13.2K -279 -0.4%
OIA
115
OneDigital Investment Advisors
Kansas
$3.03M +$91.1K +1,922 +3%
PFS
116
Prospera Financial Services
Texas
$3.02M +$124K +2,620 +4%
EIA
117
Eldridge Investment Advisors
New Hampshire
$2.9M +$190K +3,998 +7%
Kovitz Investment Group Partners
118
Kovitz Investment Group Partners
Illinois
$2.88M -$1.71M -36,076 -37%
PAG
119
Private Advisor Group
New Jersey
$2.82M +$63.8K +1,345 +2%
AF
120
Allworth Financial
California
$2.78M +$1.42K +30 +0.1%
PS
121
Principal Securities
Iowa
$2.75M +$846K +17,837 +44%
LPT
122
Legacy Private Trust
Wisconsin
$2.75M
CPSC
123
Carl P. Sherr & Co
Massachusetts
$2.66M -$237K -5,006 -8%
SIM
124
Studio Investment Management
Illinois
$2.46M -$70.2K -1,480 -3%
RIM
125
Rockbridge Investment Management
New York
$2.42M +$105K +2,206 +5%