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iShares 5-10 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNIM
301
Vaughan Nelson Investment Management
Texas
$668K +$671K +11,275 New
CS
302
Credit Suisse
Switzerland
$664K
AF
303
Allworth Financial
California
$659K +$14.1K +237 +2%
Bank Julius Baer & Co
304
Bank Julius Baer & Co
Switzerland
$650K -$203K -3,402 -24%
MIH
305
Meitav Investment House
Israel
$646K -$57.4K -965 -8%
AWE
306
Avidian Wealth Enterprises
Texas
$646K
NFG
307
Nations Financial Group
Iowa
$634K -$5.24K -88 -0.8%
TNBTD
308
Trustmark National Bank Trust Department
Mississippi
$631K
EWM
309
Empirical Wealth Management
Washington
$630K +$50.8K +854 +9%
FWA
310
FOCUS Wealth Advisors
Texas
$618K
William Blair & Company
311
William Blair & Company
Illinois
$609K +$151K +2,543 +33%
SIC
312
Shoker Investment Counsel
Ohio
$607K -$333K -5,586 -35%
NA
313
Nottingham Advisors
New York
$593K
TC
314
TAP Consulting
Missouri
$593K +$5.77K +97 +1%
HNB
315
Huntington National Bank
Ohio
$591K
CGFA
316
Colton Groome Financial Advisors
North Carolina
$572K +$104K +1,747 +22%
RFC
317
Regions Financial Corp
Alabama
$571K +$189K +3,176 +49%
KA
318
Kovack Advisors
Florida
$553K -$323K -5,425 -37%
EWM
319
Endurance Wealth Management
Rhode Island
$550K +$25.3K +425 +5%
GIA
320
Gladstone Institutional Advisory
Florida
$533K +$24.6K +414 +5%
NLG
321
New Legacy Group
New York
$533K +$536K +9,000 New
LF
322
LifeSteps Financial
California
$529K
WP
323
WealthPLAN Partners
Nebraska
$525K
BCM
324
Boltwood Capital Management
California
$525K +$150K +2,514 +40%
HCA
325
Heck Capital Advisors
Wisconsin
$524K +$2.02K +34 +0.4%