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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
126
Sunburst Financial Group
Alabama
$648K +$648K +12,839 New
HB
127
Homrich & Berg
Georgia
$634K -$28.1K -557 -4%
WP
128
WealthSource Partners
California
$632K -$1.32M -26,198 -68%
SIC
129
Samalin Investment Counsel
New York
$629K +$173K +3,430 +38%
DP
130
Denver PWM
Colorado
$627K +$239K +4,727 +61%
FHC
131
First Heartland Consultants
Missouri
$605K +$454 +9 +0.1%
MI
132
Moneywise Inc
Virginia
$588K -$21.6K -429 -4%
Deutsche Bank
133
Deutsche Bank
Germany
$584K +$452K +8,950 +341%
ACP
134
Aveo Capital Partners
Colorado
$551K +$118K +2,332 +27%
SAG
135
Spotlight Asset Group
Illinois
$550K -$197K -3,903 -26%
SFS
136
Sowell Financial Services
Arkansas
$539K -$145K -2,866 -21%
OIA
137
Optimum Investment Advisors
Illinois
$538K
BOPW
138
Brandywine Oak Private Wealth
Pennsylvania
$482K +$490K +9,707 New
TAM
139
Tocqueville Asset Management
New York
$475K +$474K +9,400 New
WC
140
Whitney & Co
New York
$466K -$203K -4,027 -30%
QCIG
141
Quad-Cities Investment Group
Iowa
$450K +$70.3K +1,393 +19%
CIA
142
Choate Investment Advisors
Massachusetts
$433K +$432K +8,569 New
SFSG
143
Sound Financial Strategies Group
Mississippi
$415K +$12.8K +254 +3%
SWP
144
Stratos Wealth Partners
Ohio
$407K -$7.82K -155 -2%
APSP
145
Asset Planning Services (Pennsylvania)
Pennsylvania
$404K
SC
146
Scotia Capital
Ontario, Canada
$398K -$61.6K -1,221 -13%
WFM
147
Wolff Financial Management
Michigan
$393K -$11.3K -224 -3%
EWA
148
EP Wealth Advisors
California
$375K
SCA
149
Snowden Capital Advisors
New York
$364K
PIM
150
Provident Investment Management
Michigan
$360K +$105K +2,071 +41%