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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
126
Samalin Investment Counsel
New York
$2.4M +$108K +2,273 +5%
WANY
127
Wealthspire Advisors (New York)
New York
$2.4M -$120K -2,529 -5%
IFAM
128
Institutional & Family Asset Management
Colorado
$2.36M +$67.1K +1,415 +3%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$2.34M +$410K +8,650 +21%
WDG
130
Wealth Dimensions Group
Ohio
$2.31M -$86.4K -1,822 -4%
VA
131
Valmark Advisers
Ohio
$2.27M -$28.4K -598 -1%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$2.2M +$41.7K +879 +2%
IAG
133
Investment Advisory Group
Massachusetts
$2.2M +$36.6K +773 +2%
EH
134
Equitable Holdings
New York
$2.2M -$287K -6,062 -12%
PP
135
PDS Planning
Ohio
$2.16M -$178K -3,747 -8%
COCM
136
Charter Oak Capital Management
New Hampshire
$2.16M -$22.9K -484 -1%
GFS
137
GYL Financial Synergies
Connecticut
$2.12M +$66.8K +1,410 +3%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$2.11M +$47.2K +996 +2%
CHC
139
City Holding Co
West Virginia
$2.11M +$29.5K +623 +1%
FPAS
140
Focus Partners Advisor Solutions
Missouri
$2.08M +$2.08M +43,799 New
JGCM
141
Joseph Group Capital Management
Ohio
$2.06M +$379K +7,990 +23%
WA
142
Wealthstar Advisors
Texas
$2.03M -$13.7K -290 -0.7%
IIC
143
Ironwood Investment Counsel
Arizona
$1.88M -$49.6K -1,047 -3%
Betterment LLC
144
Betterment LLC
New York
$1.81M +$27.7K +585 +2%
HWA
145
HHM Wealth Advisors
Tennessee
$1.8M -$333K -7,019 -16%
AA
146
Argent Advisors
Louisiana
$1.77M +$102K +2,154 +6%
SHIM
147
Stone House Investment Management
Pennsylvania
$1.74M +$372K +7,848 +27%
RWPA
148
Richard W. Paul & Associates
Michigan
$1.67M +$27.7K +584 +2%
HI
149
Harbour Investments
Wisconsin
$1.67M -$18K -380 -1%
HH
150
Hilltop Holdings
Texas
$1.66M -$110K -2,330 -6%