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iShares 5-10 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSS
251
Mitchell Sinkler & Starr
Pennsylvania
$677K
KWM
252
Kingsview Wealth Management
Oregon
$677K +$50.1K +980 +8%
MPW
253
MGO Private Wealth
California
$670K +$710K +13,879 New
AWM
254
Adams Wealth Management
Utah
$668K -$35.4K -692 -5%
CS
255
Credit Suisse
Switzerland
$660K +$111K +2,180 +19%
SB
256
Simmons Bank
Arkansas
$622K
IWC
257
Integrated Wealth Concepts
Massachusetts
$622K +$2.1K +41 +0.3%
BRWA
258
B. Riley Wealth Advisors
Florida
$621K +$306K +5,978 +87%
FPGK
259
Financial Partners Group (Kansas)
Kansas
$609K +$32.6K +638 +5%
HCM
260
Hengehold Capital Management
Ohio
$586K +$136K +2,652 +28%
PAMS
261
Pictet Asset Management (Switzerland)
Switzerland
$579K -$125K -2,450 -17%
WIA
262
World Investment Advisors
California
$579K +$716 +14 +0.1%
EIG
263
Ellenbecker Investment Group
Wisconsin
$578K -$106K -2,080 -15%
SFG
264
StrategIQ Financial Group
Indiana
$571K -$63.8K -1,248 -10%
CFAM
265
Center For Asset Management
Florida
$563K -$84.6K -1,655 -12%
UWM
266
USAdvisors Wealth Management
Minnesota
$554K -$1.79K -35 -0.3%
VNIM
267
Vaughan Nelson Investment Management
Texas
$544K
SWP
268
Stratos Wealth Partners
Ohio
$538K +$108K +2,117 +23%
CPSC
269
Carl P. Sherr & Co
Massachusetts
$537K -$277K -5,415 -33%
Fisher Asset Management
270
Fisher Asset Management
Washington
$528K -$75.8K -1,483 -12%
FPAS
271
Focus Partners Advisor Solutions
Missouri
$521K -$57.1K -1,116 -9%
PCA
272
Peddock Capital Advisors
Massachusetts
$514K -$13.3K -260 -2%
Creative Planning
273
Creative Planning
Kansas
$512K -$42.6K -833 -7%
VFPW
274
Vantage Financial Partners (Wisconsin)
Wisconsin
$508K -$137K -2,688 -20%
FWA
275
FOCUS Wealth Advisors
Texas
$504K