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iShares 5-10 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
176
Novare Capital Management
North Carolina
$341K +$339K +6,186 New
TIM
177
Tortoise Investment Management
New York
$331K
MCWS
178
McKinley Carter Wealth Services
West Virginia
$324K +$4.06K +74 +1%
AWA
179
Arete Wealth Advisors
Illinois
$321K
RIA
180
Regal Investment Advisors
Michigan
$313K -$127K -2,318 -29%
GHA
181
GW Henssler & Associates
Georgia
$308K +$21.9K +400 +8%
AF
182
Allworth Financial
California
$304K -$2.08K -38 -0.7%
RC
183
Roundview Capital
New Jersey
$286K +$285K +5,190 New
ST
184
Stifel Trust
Missouri
$279K
VAM
185
Visionary Asset Management
Texas
$277K -$65.8K -1,200 -19%
FTIOP
186
Fiduciary Trust International of Pennsylvania
Pennsylvania
$276K -$43.9K -800 -14%
CWM
187
Concert Wealth Management
California
$273K -$43.9K -800 -13%
SSG
188
Summit Securities Group
New York
$271K -$1.92M -35,082 -88%
EAM
189
Evanson Asset Management
California
$267K
WF
190
Welch & Forbes
Massachusetts
$259K
FAAS
191
First Allied Advisory Services
California
$249K -$317K -5,784 -56%
PAS
192
Partnervest Advisory Services
California
$248K
YP
193
Yellowstone Partners
Idaho
$247K -$4.28K -78 -2%
RJT
194
Raymond James Trust
Florida
$246K -$52.5K -958 -18%
SCA
195
STALEY CAPITAL ADVISERS
Pennsylvania
$242K -$60.3K -1,100 -20%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$242K -$2.41K -44 -1%
JIC
197
Johnson Investment Counsel
Ohio
$239K +$239K +4,352 New
SSWM
198
Sheets Smith Wealth Management
North Carolina
$231K
CB
199
Chemical Bank
Michigan
$220K -$4.39K -80 -2%
CFB
200
Cullen/Frost Bankers
Texas
$218K -$82.3K -1,500 -27%