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iShares 5-10 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
76
BCK Partners
New York
$22.5M +$1.45M +27,218 +7%
HW
77
Hancock Whitney
Mississippi
$22.5M -$630K -11,861 -3%
AWE
78
Avidian Wealth Enterprises
Texas
$22M +$448K +8,426 +2%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$21.3M -$2.04M -38,431 -9%
CWP
80
Cyndeo Wealth Partners
Florida
$21.3M +$801K +15,072 +4%
B
81
Bailard
California
$21M -$2.14M -40,239 -9%
ACM
82
Advisors Capital Management
New Jersey
$21M +$1.38M +26,011 +7%
MML Investors Services
83
MML Investors Services
Massachusetts
$20.9M +$3.36M +63,128 +19%
SSWM
84
Smith Salley Wealth Management
North Carolina
$20.6M +$10.7M +202,143 +109%
SWG
85
Summit Wealth Group
Vermont
$20.3M +$446K +8,398 +2%
WANY
86
Wealthspire Advisors (New York)
New York
$19.8M +$19.8M +373,105 New
DIP
87
DT Investment Partners
Pennsylvania
$18.9M +$1.05M +19,714 +6%
Mitsubishi UFJ Trust & Banking
88
Mitsubishi UFJ Trust & Banking
Japan
$18.5M -$31.6M -593,750 -63%
CPIG
89
Chicago Partners Investment Group
Illinois
$17.8M +$2.14M +40,331 +13%
Legacy Financial Group (Iowa)
90
Legacy Financial Group (Iowa)
Iowa
$17.7M +$609K +11,456 +4%
RC
91
Roundview Capital
New Jersey
$16.9M -$199K -3,741 -1%
Deutsche Bank
92
Deutsche Bank
Germany
$16.5M -$280K -5,275 -2%
PCG
93
Prosperity Consulting Group
Maryland
$15.9M -$378K -7,114 -2%
Lido Advisors
94
Lido Advisors
California
$15.3M +$58.1K +1,093 +0.4%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$14.7M -$588K -11,071 -4%
BFC
96
Blue Fin Capital
Rhode Island
$14.7M +$1.1M +20,696 +8%
NA
97
NewEdge Advisors
Louisiana
$14.7M +$1.45M +27,367 +11%
RA
98
Rational Advisors
New York
$14.4M +$14.4M +271,160 New
DADC
99
D.A. Davidson & Co
Montana
$14.2M +$306K +5,760 +2%
CGFA
100
Colton Groome Financial Advisors
North Carolina
$13.9M +$804K +15,122 +6%