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iShares 5-10 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
351
Capital Advisors Ltd
Ohio
$7K – – –
YWP
352
YorkBridge Wealth Partners
New York
$7K – – –
LYV
353
Live Your Vision
Pennsylvania
$7K +$6.59K +124 New
BRC
354
Bell Rock Capital
Delaware
$6K – – –
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$6K – – –
CPA
356
Clear Perspective Advisors
Illinois
$6K – – –
FANJ
357
Financial Architects (New Jersey)
New Jersey
$6K – – –
AWM
358
Aevitas Wealth Management
Massachusetts
$5K – – –
BFC
359
Bedel Financial Consulting
Indiana
$5K – – –
AIM
360
Advantage Investment Management
Iowa
$5K +$4.25K +80 +1,333%
MFW
361
Mosaic Family Wealth
Missouri
$2K – – –
HFM
362
Hartford Financial Management
Connecticut
$2K +$1.59K +30 New
PCM
363
Poehling Capital Management
Wisconsin
$1K – – –
ZB
364
Zions Bancorporation
Utah
– -$24.5M -456,370 Closed
FEG
365
Fund Evaluation Group
Ohio
– -$16.6M -310,132 Closed
AFS
366
Amtrust Financial Services
New York
– -$10.2M -191,004 Closed
MGIA
367
Matthew Goff Investment Advisor
Texas
– -$8.16M -152,270 Closed
PWPCM
368
Perella Weinberg Partners Capital Management
New York
– -$5.22M -97,400 Closed
PA
369
Probity Advisors
Texas
– -$3.96M -73,928 Closed
PI
370
PFS Investments
Georgia
– -$3.73M -70,282 Closed
SS
371
Simplicity Solutions
Minnesota
– -$3.53M -65,872 Closed
SFS
372
Sowell Financial Services
Arkansas
– -$1.31M -24,650 Closed
DP
373
DDD Partners
Washington
– -$1.12M -20,846 Closed
BCM
374
BTC Capital Management
Iowa
– -$991K -18,490 Closed
WPIC
375
White Pine Investment Company
Michigan
– -$823K -15,346 Closed