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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
151
Laurel Wealth Advisors (California)
California
$2.07M +$449K +9,510 +27%
WWM
152
Western Wealth Management
Colorado
$2.06M – – –
IAG
153
Investment Advisory Group
Massachusetts
$2.04M +$92.3K +1,957 +5%
AWA
154
Arete Wealth Advisors
Illinois
$2M -$15.4M -327,353 -88%
TWM
155
Tradition Wealth Management
Minnesota
$1.95M -$2.36M -49,974 -54%
AA
156
Argent Advisors
Louisiana
$1.95M -$80.5K -1,706 -4%
WFAG
157
Wescott Financial Advisory Group
Pennsylvania
$1.94M +$172K +3,643 +9%
SHWM
158
Smith & Howard Wealth Management
Georgia
$1.92M -$1.81M -38,341 -48%
CWM
159
Campbell Wealth Management
Virginia
$1.91M -$106M -2,238,569 -98%
KCM
160
Karp Capital Management
California
$1.89M -$207K -4,386 -10%
Betterment LLC
161
Betterment LLC
New York
$1.89M – – –
CHC
162
City Holding Co
West Virginia
$1.79M -$395K -8,371 -18%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$1.78M +$50.7K +1,075 +3%
Stifel Financial
164
Stifel Financial
Missouri
$1.68M +$386K +8,182 +29%
TA
165
Townsend & Associates
Colorado
$1.64M +$234K +4,956 +16%
TFP
166
TrueWealth Financial Partners
Washington
$1.64M +$269K +5,695 +19%
Bank of New York Mellon
167
Bank of New York Mellon
New York
$1.62M -$2.28M -48,410 -58%
JWCA
168
J.W. Cole Advisors
Florida
$1.59M +$50.2K +1,064 +3%
JJBC
169
James J. Burns & Company
New York
$1.57M +$1.61M +34,127 New
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$1.56M -$12.8K -272 -0.8%
BC
171
Brio Consultants
California
$1.54M -$3.63M -76,889 -70%
DAS
172
Dynamic Advisor Solutions
Arizona
$1.52M -$315K -6,676 -17%
EIA
173
Eldridge Investment Advisors
New Hampshire
$1.5M +$1.33M +28,081 +633%
HL
174
HeadInvest LLC
Maine
$1.49M -$47.2K -1,000 -3%
Natixis Advisors
175
Natixis Advisors
Massachusetts
$1.48M -$202K -4,278 -12%