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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
126
Wealthspire Advisors (New York)
New York
$4.05M -$99.5K -1,965 -2%
BWM
127
Boyd Wealth Management
California
$4M +$4.02M +79,422 New
FSWA
128
Financial Synergies Wealth Advisors
Texas
$3.64M +$3.65M +72,171 New
LFAS
129
Level Four Advisory Services
Texas
$3.59M +$3.61M +71,277 New
GSIS
130
Global Strategic Investment Solutions
Arizona
$3.56M -$241K -4,766 -6%
HWA
131
HHM Wealth Advisors
Tennessee
$3.49M +$37.7K +745 +1%
MAG
132
MRA Advisory Group
New Jersey
$3.36M +$136K +2,692 +4%
WP
133
WealthShield Partners
North Carolina
$3.21M +$26K +514 +0.8%
AWE
134
Avidian Wealth Enterprises
Texas
$3.17M +$42.3K +835 +1%
GPA
135
Guidance Point Advisors
Massachusetts
$3.15M -$82.4K -1,627 -3%
CHC
136
City Holding Co
West Virginia
$2.85M +$168K +3,314 +6%
RK
137
Rather & Kittrell
Tennessee
$2.79M +$2.8M +55,363 New
DTIM
138
Danda Trouve Investment Management
Kansas
$2.71M -$172K -3,402 -6%
SVWAG
139
Sound View Wealth Advisors Group
Georgia
$2.56M +$356K +7,032 +16%
HNWAG
140
High Net Worth Advisory Group
Florida
$2.52M +$2.53M +49,917 New
KAS
141
Kestra Advisory Services
Texas
$2.5M -$521K -10,280 -17%
JWM
142
JGP Wealth Management
Oregon
$2.48M +$494K +9,750 +25%
LWAC
143
Laurel Wealth Advisors (California)
California
$2.48M +$2.49M +49,185 New
SIC
144
Samalin Investment Counsel
New York
$2.48M +$142K +2,810 +6%
BWM
145
BCGM Wealth Management
Indiana
$2.46M -$6.71M -132,557 -73%
ZIMP
146
Zimmermann Investment Management & Planning
Pennsylvania
$2.45M +$2.46M +48,529 New
SIM
147
Studio Investment Management
Illinois
$2.42M +$2.13M +42,015 +697%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$2.36M +$88.6K +1,749 +4%
EC
149
Exelon Corporation
Illinois
$2.34M +$2.35M +46,459 New
HL
150
HeadInvest LLC
Maine
$2.33M +$445K +8,780 +23%