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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
Connectus Wealth
Ohio
$24.4M -$1.39M -59,059 -5%
SCM
2
Seascape Capital Management
New Hampshire
$8.71M -$118K -5,031 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.91M +$1.21M +51,490 +32%
Wells Fargo
4
Wells Fargo
California
$4.7M +$2.05M +87,255 +75%
SCA
5
Southern Capital Advisors
Tennessee
$4.66M +$83.6K +3,550 +2%
Stifel Financial
6
Stifel Financial
Missouri
$3.87M +$604K +25,645 +18%
Morgan Stanley
7
Morgan Stanley
New York
$2.54M -$171K -7,266 -6%
Jane Street
8
Jane Street
New York
$2.11M -$20.5M -869,478 -90%
CFGS
9
Concourse Financial Group Securities
Alabama
$1.79M +$1.83M +77,658 New
LPL Financial
10
LPL Financial
California
$1.69M +$15.7K +666 +0.9%
LTI
11
Laffer Tengler Investments
Tennessee
$1.3M +$985K +41,820 +284%
HWMA
12
Heritage Wealth Management (Arizona)
Arizona
$1.11M +$1.13M +48,117 New
Osaic Holdings
13
Osaic Holdings
Arizona
$1.06M +$996K +42,285 +1,163%
CFO
14
Collective Family Office
Pennsylvania
$1.05M -$378K -16,060 -26%
PA
15
Procyon Advisors
Connecticut
$626K -$4.93M -209,206 -89%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$563K -$50.3K -2,137 -8%
CAN
17
Cetera Advisor Networks
California
$552K -$75.6K -3,213 -12%
DWM
18
Destination Wealth Management
California
$514K -$163K -6,922 -24%
BCM
19
Brookstone Capital Management
Illinois
$397K +$403K +17,110 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$368K -$1.61M -68,320 -81%
AWM
21
AE Wealth Management
Kansas
$323K -$19.3K -818 -6%
BAM
22
Belpointe Asset Management
Nevada
$308K -$15.8K -669 -5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$301K +$66.5K +2,826 +28%
OWA
24
Outlook Wealth Advisors
Texas
$282K -$19.3K -818 -6%
FFG
25
Ford Financial Group
California
$223K +$1.11K +47 +0.5%