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iShares BB Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$128M +$34.1M +740,921 +37%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$83.9M +$25.7M +558,803 +45%
CIM
3
Confluence Investment Management
Missouri
$37.3M +$10.5M +228,335 +39%
APF
4
Alaska Permanent Fund
Alaska
$25.4M
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$10.3M -$4.5M -97,752 -31%
BEI
6
Benjamin Edwards Inc
Missouri
$7.08M +$1.18M +25,726 +20%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$3.17M +$341K +7,419 +12%
Jane Street
8
Jane Street
New York
$2.81M +$1.39M +30,301 +100%
AI
9
Atria Investments
North Carolina
$2.46M +$756K +16,440 +45%
VWA
10
Visionary Wealth Advisors
Illinois
$2.3M +$912K +19,838 +66%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.18M +$346K +7,531 +19%
HPC
12
HM Payson & Co
Maine
$1.95M +$1.94M +42,208 New
SL
13
SWMG LLC
Texas
$1.66M +$711K +15,461 +75%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.45M +$625K +13,588 +76%
MERSOM
15
Municipal Employees' Retirement System of Michigan
Michigan
$1.42M
Comerica Bank
16
Comerica Bank
Texas
$1.04M +$450K +9,775 +76%
CM
17
Columbus Macro
Pennsylvania
$907K +$23.7K +516 +3%
Bank of America
18
Bank of America
North Carolina
$896K -$185K -4,019 -17%
MA
19
Mutual Advisors
Nebraska
$805K +$15.5K +338 +2%
CWS
20
Confluence Wealth Services
Pennsylvania
$776K +$772K +16,774 New
AFO
21
Arrowroot Family Office
California
$679K +$67.4K +1,465 +11%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$618K +$615K +13,372 New
NA
23
Nottingham Advisors
New York
$609K +$60.3K +1,310 +5%
SSWM
24
Sheets Smith Wealth Management
North Carolina
$579K +$27.6K +600 +5%
ZIG
25
Zuckerman Investment Group
Illinois
$543K +$17.2K +374 +3%