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iShares 5-10 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
326
Transamerica Financial Advisors
Florida
$71K -$105K -1,942 -60%
CFN
327
Cordasco Financial Network
Florida
$69K
AF
328
Advisornet Financial
Minnesota
$63K +$62.7K +1,164 +19,400%
MPPLM
329
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$61K +$4.74K +88 +8%
FGC
330
Financial Gravity Companies
Texas
$56K +$7.33K +136 +15%
FGAM
331
Financial Gravity Asset Management
Texas
$56K +$56.5K +1,048 New
MSA
332
Marino Stram & Associates
Massachusetts
$55K +$215 +4 +0.4%
BWA
333
BDO Wealth Advisors
Florida
$54K -$12.9K -240 -19%
IBOK
334
Independence Bank of Kentucky
Kentucky
$53K
SWA
335
Sutton Wealth Advisors
Florida
$52K +$52.3K +970 New
BWA
336
Burt Wealth Advisors
Maryland
$52K
AWM
337
AllSquare Wealth Management
New York
$50K
UBS AM
338
UBS AM
Illinois
$47.5K -$34.5K -640 -42%
GI
339
Gradient Investments
Minnesota
$43K +$43.2K +802 New
MRCM
340
M&R Capital Management
New Jersey
$42K
CCA
341
Clearwater Capital Advisors
Illinois
$40K +$40.2K +746 New
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$38K -$26.9K -500 -42%
PA
343
Parallel Advisors
California
$38K
BFEC
344
Benjamin F. Edwards & Company
Missouri
$36K -$2.01M -37,382 -98%
VFA
345
Valeo Financial Advisors
Indiana
$34K
SMA
346
Simply Money Advisors
Ohio
$33K -$74.8M -1,388,564 -100%
JAM
347
JCIC Asset Management
Ontario, Canada
$33K +$33.4K +620 New
WPA
348
West Paces Advisors
Georgia
$31.3K
ML
349
McAdam LLC
Pennsylvania
$28K +$27.9K +518 New
AF
350
Allworth Financial
California
$26K