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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
151
Optimum Investment Advisors
Illinois
$678K +$56.7K +1,100 +9%
JPG
152
Jordan Park Group
California
$670K – – –
DP
153
Denver PWM
Colorado
$658K +$12.2K +236 +2%
BFA
154
Beacon Financial Advisory
Ohio
$640K +$275K +5,328 +75%
AFAS
155
Acorn Financial Advisory Services
Virginia
$631K +$632K +12,250 New
HB
156
Homrich & Berg
Georgia
$608K -$27.6K -536 -4%
FHC
157
First Heartland Consultants
Missouri
$586K -$8.51K -165 -1%
RA
158
RFG Advisory
Alabama
$579K +$579K +11,230 New
QCIG
159
Quad-Cities Investment Group
Iowa
$538K +$48.3K +936 +10%
Deutsche Bank
160
Deutsche Bank
Germany
$535K +$127K +2,453 +31%
AAS
161
Avantax Advisory Services
Texas
$498K +$286K +5,536 +134%
TPWA
162
TRUE Private Wealth Advisors
Oregon
$495K -$13.3M -258,463 -96%
TAM
163
Tocqueville Asset Management
New York
$485K – – –
BOPW
164
Brandywine Oak Private Wealth
Pennsylvania
$475K -$68.7K -1,333 -13%
RMDI
165
R.M. Davis Inc
Maine
$471K +$471K +9,134 New
RIM
166
Rockbridge Investment Management
New York
$466K +$157K +3,039 +51%
CIA
167
Choate Investment Advisors
Massachusetts
$442K – – –
FA
168
Financial Advisors
Massachusetts
$437K -$261K -5,060 -37%
SFSG
169
Sound Financial Strategies Group
Mississippi
$418K -$10.6K -205 -2%
WFM
170
Wolff Financial Management
Michigan
$417K -$56.2K -1,090 -12%
APSP
171
Asset Planning Services (Pennsylvania)
Pennsylvania
$412K – – –
SC
172
Scotia Capital
Ontario, Canada
$407K +$413 +8 +0.1%
FPCM
173
Financial Partners Capital Management
New York
$388K +$5.88K +114 +2%
SFS
174
Sowell Financial Services
Arkansas
$379K -$229K -4,431 -38%
WC
175
Whitney & Co
New York
$377K -$7.74K -150 -2%