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iShares 5-10 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
301
Welch & Forbes
Massachusetts
$236K
CWM
302
Chesapeake Wealth Management
Virginia
$222K +$224K +4,150 New
CSA
303
Cottage Street Advisors
Massachusetts
$214K
IWM
304
IHT Wealth Management
Illinois
$203K +$7.11K +132 +4%
LFAS
305
Level Four Advisory Services
Texas
$203K +$204K +3,792 New
RFC
306
Regions Financial Corp
Alabama
$195K +$54.4K +1,010 +38%
OIA
307
Optimum Investment Advisors
Illinois
$180K +$180K +3,350 New
NEAM
308
New England Asset Management
Connecticut
$177K
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$175K +$176K +3,264 New
AWM
310
Avior Wealth Management
Nebraska
$158K +$14.5K +270 +10%
SWM
311
SeaCrest Wealth Management
New York
$155K
WWMSC
312
Wagner Wealth Management (South Carolina)
South Carolina
$150K -$7.54K -140 -5%
RFA
313
Reilly Financial Advisors
California
$139K
SIS
314
Sound Income Strategies
Florida
$118K +$116K +2,146 +4,127%
CB
315
Community Bank
New York
$115K
JCM
316
Jacobi Capital Management
Pennsylvania
$110K
WF
317
WealthTrust Fairport
Ohio
$109K +$109K +2,024 New
CCM
318
Covington Capital Management
California
$106K
HDIM
319
Hanson & Doremus Investment Management
Vermont
$99K
FCAG
320
First Capital Advisors Group
New Jersey
$99K +$99.4K +1,846 New
SIAP
321
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$86K
GCM
322
Gables Capital Management
Florida
$86K +$86K +1,596 New
AIM
323
Anchor Investment Management
South Carolina
$82.9K
FWM
324
Focused Wealth Management
New York
$82K +$215 +4 +0.3%
CPIG
325
Chicago Partners Investment Group
Illinois
$75K +$75.3K +1,398 New