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iShares 5-10 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
326
Successful Portfolios
Florida
$530K +$6.49K +106 +1%
SSB
327
Sandy Spring Bank
Maryland
$525K
PAS
328
Park Avenue Securities
New York
$524K -$9.79K -160 -2%
BAM
329
Barrett Asset Management
New York
$518K +$203K +3,315 +65%
SIM
330
Stratos Investment Management
Ohio
$514K -$143K -2,339 -22%
TF
331
TimeScale Financial
Massachusetts
$510K +$23.1K +377 +5%
MCWS
332
McKinley Carter Wealth Services
West Virginia
$493K +$488K +7,983 New
IWM
333
IHT Wealth Management
Illinois
$487K -$2.08K -34 -0.4%
AUB
334
Atlantic Union Bankshares
Virginia
$478K
AIC
335
Ameritas Investment Company
Nebraska
$476K +$76K +1,243 +19%
WQ
336
Wealth Quarterback
New Jersey
$475K -$320K -5,233 -40%
UWM
337
Urban Wealth Management
California
$475K +$471K +7,695 New
SBL
338
Sargent Bickham Lagudis
Colorado
$468K
KWM
339
Kingsview Wealth Management
Oregon
$467K +$18.7K +305 +4%
GBT
340
Grove Bank & Trust
Florida
$459K
SI
341
Shaker Investments
Ohio
$455K +$245 +4 +0.1%
RFC
342
Regions Financial Corp
Alabama
$454K
EWM
343
Endurance Wealth Management
Rhode Island
$452K -$3.06K -50 -0.7%
DIA
344
Dana Investment Advisors
Wisconsin
$448K -$32.1K -525 -7%
ODIJL
345
One Day In July LLC
Vermont
$442K +$438K +7,156 New
IFG
346
Independent Financial Group
California
$441K +$62.4K +1,020 +17%
SCG
347
Sonata Capital Group
Washington
$439K
FCA
348
FLC Capital Advisors
California
$436K -$44.1K -721 -9%
OAM
349
Oppenheimer Asset Management
New York
$433K +$16.5K +269 +4%
SSWM
350
Sheets Smith Wealth Management
North Carolina
$430K -$95.1K -1,554 -18%