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iShares 5-10 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$29.5M +$14.7M +280,621 +96%
TCM
52
Thoma Capital Management
Maryland
$27.4M +$27.9M +532,873 New
PG
53
Proffitt & Goodson
Tennessee
$26.3M +$1.1M +21,035 +4%
PMG
54
ProVise Management Group
Florida
$26.1M +$35.6K +679 +0.1%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$26.1M +$1.31M +25,027 +5%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$25.8M +$3.27M +62,359 +14%
PJSIMP
57
P.J. Schmidt Investment Management (PJS)
Wisconsin
$25.4M +$278K +5,308 +1%
GL
58
Graypoint LLC
New York
$23.8M -$1.19M -22,802 -5%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$23.1M +$1.55M +29,640 +7%
FT
60
Fiduciary Trust
Massachusetts
$22.8M +$13.3M +254,631 +135%
FPGK
61
Financial Partners Group (Kansas)
Kansas
$22.7M -$219K -4,173 -0.9%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$22.5M +$6.01M +114,724 +36%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$22.4M +$5.29M +101,092 +30%
BWAM
64
Boyd Watterson Asset Management
Ohio
$21.3M -$4.14M -79,000 -16%
DIP
65
DT Investment Partners
Pennsylvania
$20.8M +$327K +6,249 +2%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$20.2M +$2.97M +56,688 +17%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$19.4M +$2.35M +44,921 +14%
AFG
68
Arkansas Financial Group
Arkansas
$19.3M -$1.36M -25,882 -6%
TFA
69
TPG Financial Advisors
Oregon
$19M +$766K +14,631 +4%
GWM
70
GDS Wealth Management
Texas
$18.7M +$2.11M +40,333 +13%
BP
71
BCK Partners
New York
$18.3M -$5.22M -99,623 -22%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$17.4M
Legacy Financial Group (Iowa)
73
Legacy Financial Group (Iowa)
Iowa
$17.3M +$784K +14,965 +5%
BDF
74
Black Diamond Financial
Maryland
$17.2M +$6.64M +126,766 +61%
ACM
75
Advisors Capital Management
New Jersey
$17M +$17.3M +330,517 New