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iShares 5-10 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
251
Venturi Wealth Management
Texas
$946K +$76.2K +1,319 +8%
ACM
252
Advisors Capital Management
New Jersey
$912K +$51.2K +886 +6%
LF
253
Lee Financial
Texas
$909K -$9.53K -165 -1%
IWM
254
IHT Wealth Management
Illinois
$903K +$40.8K +706 +4%
EAM
255
Eagle Asset Management
Florida
$894K -$67.2K -1,163 -7%
MM
256
Meridian Management
Arkansas
$876K -$21.3K -369 -2%
B
257
Bailard
California
$875K -$13.8M -239,482 -94%
AWM
258
Alterna Wealth Management
Texas
$873K +$23K +399 +3%
FCA
259
FinTrust Capital Advisors
South Carolina
$870K +$159K +2,758 +21%
CWM
260
Calamos Wealth Management
Illinois
$855K -$435K -7,538 -33%
MSS
261
Mitchell Sinkler & Starr
Pennsylvania
$847K +$357K +6,175 +67%
ATC
262
Argent Trust Co
Tennessee
$834K -$55.2K -956 -6%
FA
263
FC Advisory
Pennsylvania
$831K +$66.8K +1,157 +8%
CG
264
Colony Group
Massachusetts
$821K -$24.7K -427 -3%
OWP
265
Obermeyer Wealth Partners
Colorado
$791K
GVAG
266
Great Valley Advisor Group
Delaware
$785K +$45.6K +789 +6%
SAS
267
Sage Advisory Services
Texas
$780K +$20.2K +350 +3%
AF
268
Allworth Financial
California
$745K +$705K +12,204 +893%
BOTW
269
Bank of the West
California
$741K -$14.7K -255 -2%
FCA
270
FLC Capital Advisors
California
$699K +$740K +12,812 New
FWP
271
FAS Wealth Partners
Kansas
$681K -$18.1K -314 -2%
CC
272
Courier Capital
New York
$679K
HC
273
HNP Capital
New York
$679K +$683K +11,824 New
COF
274
Capital One Financial
Virginia
$668K +$703K +12,168 New
MA
275
MUFG Americas
New York
$663K