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iShares 5-10 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
251
Beacon Financial Group
Texas
$380K -$24.5K -469 -6%
LI
252
LVZ Inc
Michigan
$367K -$41.6K -795 -10%
SI
253
Shaker Investments
Ohio
$362K
JLBC
254
J.L. Bainbridge & Co
Florida
$361K
BRWA
255
B. Riley Wealth Advisors
Florida
$356K +$354K +6,773 New
TWM
256
Torch Wealth Management
Ohio
$351K -$10.5K -200 -3%
JIC
257
Johnson Investment Counsel
Ohio
$350K +$349K +6,678 New
HPC
258
Hobart Private Capital
North Carolina
$343K -$38.3K -733 -10%
GRP
259
Global Retirement Partners
California
$339K +$32.7K +626 +11%
GLA
260
Good Life Advisors
Pennsylvania
$337K -$51.6K -987 -13%
CWM
261
Chesapeake Wealth Management
Virginia
$335K +$335K +6,396 New
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$334K -$1.31K -25 -0.4%
V
263
Veritable
Delaware
$331K
AA
264
Alesco Advisors
New York
$320K
OAM
265
Oxford Asset Management
United Kingdom
$309K +$109K +2,092 +55%
AT
266
Arden Trust
Delaware
$306K -$61.5K -1,176 -17%
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$306K +$79.9K +1,528 +35%
FHB
268
First Hawaiian Bank
Hawaii
$304K
SG
269
StoneX Group
New York
$304K +$20.2K +387 +7%
CFG
270
Cooper Financial Group
California
$303K +$303K +5,787 New
AR
271
Advisory Research
Illinois
$301K
WF
272
Welch & Forbes
Massachusetts
$300K +$69.6K +1,330 +30%
LFAS
273
Level Four Advisory Services
Texas
$286K +$56.5K +1,081 +25%
NFG
274
Nations Financial Group
Iowa
$285K -$5.96K -114 -2%
ClearBridge Investments
275
ClearBridge Investments
New York
$284K -$2.83K -54 -1%