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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
101
LJI Wealth Management
Indiana
$3.35M -$245K -5,204 -7%
PS
102
Principal Securities
Iowa
$3.35M +$599K +12,697 +22%
GFG
103
Goldstone Financial Group
Illinois
$3.34M +$307K +6,505 +10%
BAAM
104
Baker Avenue Asset Management
California
$3.23M -$118K -2,500 -4%
Natixis Advisors
105
Natixis Advisors
Massachusetts
$3.1M +$901K +19,095 +41%
ST
106
Smithfield Trust
Pennsylvania
$3.06M -$244K -5,184 -7%
PAG
107
Private Advisor Group
New Jersey
$2.97M +$147K +3,120 +5%
ONST
108
Old North State Trust
North Carolina
$2.94M -$4.46M -94,621 -60%
EIA
109
Eldridge Investment Advisors
New Hampshire
$2.92M +$24.2K +514 +0.8%
LPT
110
Legacy Private Trust
Wisconsin
$2.87M +$126K +2,665 +5%
AF
111
Allworth Financial
California
$2.76M -$33.8K -716 -1%
PFS
112
Prospera Financial Services
Texas
$2.76M -$253K -5,364 -8%
SVWAG
113
Sound View Wealth Advisors Group
Georgia
$2.64M -$776K -16,451 -23%
DAS
114
Dynamic Advisor Solutions
Arizona
$2.57M -$1.8M -38,187 -41%
KAS
115
Kestra Advisory Services
Texas
$2.56M -$1.17M -24,853 -31%
SIC
116
Samalin Investment Counsel
New York
$2.52M +$119K +2,517 +5%
WANY
117
Wealthspire Advisors (New York)
New York
$2.46M +$64K +1,357 +3%
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$2.43M +$97.1K +2,058 +4%
RIM
119
Rockbridge Investment Management
New York
$2.42M +$3.21K +68 +0.1%
SIM
120
Studio Investment Management
Illinois
$2.42M -$34.7K -736 -1%
EH
121
Equitable Holdings
New York
$2.42M +$224K +4,740 +10%
KPWG
122
KFA Private Wealth Group
Virginia
$2.4M +$1.95M +41,293 +440%
IFAM
123
Institutional & Family Asset Management
Colorado
$2.35M -$11.6K -245 -0.5%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$2.3M +$190K +4,037 +9%
MA
125
Mutual Advisors
Nebraska
$2.28M +$1.12M +23,704 +99%