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iShares 5-10 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
326
Shepherd Financial Partners
Massachusetts
$284K -$11.4K -199 -4%
ZB
327
Zions Bancorporation
Utah
$282K -$380K -6,616 -58%
EAM
328
Evanson Asset Management
California
$281K
BWP
329
Bernardo Wealth Planning
Pennsylvania
$279K +$277K +4,822 New
LWM
330
Lenox Wealth Management
Ohio
$262K +$15.6K +272 +6%
CBU
331
CIBC Bank USA
Illinois
$260K -$69K -1,200 -21%
BFA
332
Bragg Financial Advisors
North Carolina
$258K -$50.3K -876 -16%
LFAS
333
Level Four Advisory Services
Texas
$257K -$9.19K -160 -3%
AIM
334
AMI Investment Management
Indiana
$256K +$254K +4,425 New
GIA
335
Gladstone Institutional Advisory
Florida
$242K
VCA
336
Verdence Capital Advisors
Maryland
$237K +$235K +4,097 New
FHB
337
First Hawaiian Bank
Hawaii
$232K -$103K -1,800 -31%
SWP
338
Stratos Wealth Partners
Ohio
$230K +$9.94K +173 +5%
CBT
339
Capital Bank & Trust
California
$227K +$226K +3,925 New
FM
340
Family Management
New York
$226K
FM
341
Foster & Motley
Ohio
$225K
Lazard Asset Management
342
Lazard Asset Management
New York
$225K
TFS
343
TrustCore Financial Services
Tennessee
$224K +$218K +3,790 +4,738%
NCM
344
Novare Capital Management
North Carolina
$212K -$2.87K -50 -1%
BAM
345
Berkshire Asset Management
Pennsylvania
$211K +$209K +3,636 New
OFG
346
OmniStar Financial Group
North Carolina
$210K +$1.78K +31 +0.9%
PTC
347
Private Trust Company
Ohio
$210K +$209K +3,640 New
LNC
348
Lincoln National Corp
Pennsylvania
$207K +$205K +3,568 New
TF
349
TimeScale Financial
Massachusetts
$205K -$10.8K -188 -5%
Koshinski Asset Management
350
Koshinski Asset Management
Illinois
$205K +$203K +3,532 New