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iShares 5-10 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KP
401
Keel Point
Alabama
$571K +$22.1K +409 +4%
MWM
402
Meridian Wealth Management
Kentucky
$567K -$633K -11,706 -53%
LWA
403
Lineweaver Wealth Advisors
Ohio
$563K +$1.41K +26 +0.2%
BPW
404
Bingham Private Wealth
California
$562K +$564K +10,438 New
FWA
405
FOCUS Wealth Advisors
Texas
$562K
SB
406
Simmons Bank
Arkansas
$561K -$10.8K -200 -2%
RFA
407
Resurgent Financial Advisors
Georgia
$555K +$51.4K +950 +10%
SCTC
408
Sanibel Captiva Trust Company
Florida
$552K +$121K +2,241 +28%
AG
409
Ascent Group
Virginia
$549K -$111K -2,057 -17%
EH
410
Equitable Holdings
New York
$540K -$658K -12,182 -55%
ATPW
411
Ashton Thomas Private Wealth
Arizona
$539K -$1.89K -35 -0.3%
CFB
412
Cullen/Frost Bankers
Texas
$539K +$541K +10,000 New
PTC
413
Private Trust Company
Ohio
$538K +$179K +3,317 +50%
EFN
414
Equita Financial Network
Pennsylvania
$532K -$13.4K -247 -2%
NS
415
NBC Securities
Alabama
$529K -$38.2K -707 -7%
MF
416
Meridian Financial
Massachusetts
$527K +$79.9K +1,478 +18%
VAS
417
Vestmark Advisory Solutions
Massachusetts
$524K -$6.54K -121 -1%
WP
418
Walleye Partners
Wisconsin
$524K +$526K +9,728 New
AF
419
Advisornet Financial
Minnesota
$518K -$9.57K -177 -2%
KAS
420
KPP Advisory Services
Kentucky
$517K +$40.1K +742 +8%
AWM
421
Apollon Wealth Management
South Carolina
$515K -$106K -1,954 -17%
FHC
422
First Horizon Corporation
Tennessee
$508K -$35.7K -660 -7%
CB
423
Commerce Bank
Missouri
$506K +$146K +2,707 +41%
B
424
Bellecapital
Switzerland
$503K
AWP
425
Axis Wealth Partners
Rhode Island
$501K -$210K -3,885 -29%