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iShares 5-10 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPBT
176
Boston Private Bank & Trust
Massachusetts
$376K +$14.7K +270 +4%
ECAM
177
East Coast Asset Management
Massachusetts
$347K
Kayne Anderson Rudnick Investment Management
178
Kayne Anderson Rudnick Investment Management
California
$344K -$28.1K -516 -8%
VAM
179
Visionary Asset Management
Texas
$340K +$339K +6,234 New
TIM
180
Tortoise Investment Management
New York
$327K
CWM
181
Concert Wealth Management
California
$326K -$184K -3,388 -36%
AWA
182
Arete Wealth Advisors
Illinois
$317K
FTIOP
183
Fiduciary Trust International of Pennsylvania
Pennsylvania
$317K
MCWS
184
McKinley Carter Wealth Services
West Virginia
$316K +$5.77K +106 +2%
AF
185
Allworth Financial
California
$303K +$302K +5,558 New
SCA
186
STALEY CAPITAL ADVISERS
Pennsylvania
$300K
CFB
187
Cullen/Frost Bankers
Texas
$298K +$297K +5,460 New
RJT
188
Raymond James Trust
Florida
$295K -$102K -1,878 -26%
KFS
189
KMS Financial Services
Washington
$291K +$54.2K +996 +23%
EGA
190
Eagle Global Advisors
Texas
$290K -$101K -1,850 -26%
VKH
191
Virtu KCG Holdings
New York
$286K -$493K -9,058 -63%
GHA
192
GW Henssler & Associates
Georgia
$283K -$300K -5,506 -52%
ST
193
Stifel Trust
Missouri
$276K -$113K -2,084 -29%
EAM
194
Evanson Asset Management
California
$265K
WF
195
Welch & Forbes
Massachusetts
$256K
YP
196
Yellowstone Partners
Idaho
$249K
PAS
197
Partnervest Advisory Services
California
$245K
RCAG
198
Rehmann Capital Advisory Group
Michigan
$241K +$2.61K +48 +1%
JA
199
JOYN Advisors
Georgia
$229K
SSWM
200
Sheets Smith Wealth Management
North Carolina
$229K