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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWG
201
Seven Springs Wealth Group
Tennessee
$72K -$757 -15 -1%
OPS
202
Orion Portfolio Solutions
Nebraska
$72K +$72.4K +1,435 New
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.2K
GRP
204
Global Retirement Partners
California
$63K +$252 +5 +0.4%
EK
205
Evensky & Katz
Florida
$61K -$14.4K -285 -19%
TFGT
206
TS Financial Group (TSFG)
Illinois
$61K
VCM
207
Verde Capital Management
Michigan
$61K +$2.13M +42,295 New
GSWM
208
Golden State Wealth Management
California
$58K +$57.9K +1,148 New
BWL
209
Bogart Wealth LLC
Virginia
$56K
ADL
210
Asset Dedication LLC
California
$50K
EIP
211
Ellis Investment Partners
Pennsylvania
$49K +$202 +4 +0.4%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$49K +$43.8K +867 +795%
CAAS
213
Capital Asset Advisory Services
Michigan
$46K -$2.73K -54 -6%
MA
214
MCF Advisors
Kentucky
$45K
Fidelity Investments
215
Fidelity Investments
Massachusetts
$44K -$44.1K -873 -50%
VFA
216
Valeo Financial Advisors
Indiana
$42K -$70.8K -1,403 -63%
GTAM
217
Global Trust Asset Management
Florida
$35K -$151K -3,000 -81%
FHA
218
Flagship Harbor Advisors
Massachusetts
$33K
JFA
219
JNBA Financial Advisors
Minnesota
$33K +$32.5K +645 New
PP
220
Pacifica Partners
Canada
$32K -$4.89K -97 -13%
MPCG
221
Matrix Private Capital Group
New York
$30K -$125K -2,469 -81%
IF
222
Ironwood Financial
Arizona
$29K -$5.75K -114 -17%
SWM
223
Sugarloaf Wealth Management
Georgia
$27K +$101 +2 +0.4%
AIC
224
Archer Investment Corporation
Indiana
$27K +$2.32K +46 +10%
EW
225
Evoke Wealth
California
$26.2K +$26.1K +518 New