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iShares 10+ Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$7.56M
LPL Financial
27
LPL Financial
California
$6.49M -$611K -9,155 -8%
UBS Group
28
UBS Group
Switzerland
$6.24M +$877K +13,144 +15%
Truist Financial
29
Truist Financial
North Carolina
$5.51M +$1.6M +23,926 +38%
LWA
30
Lineweaver Wealth Advisors
Ohio
$5.07M +$44.5K +668 +0.8%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.37M -$907K -13,594 -17%
VFA
32
Voya Financial Advisors
Connecticut
$4.09M +$1.46M +21,858 +51%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.96M +$4.15M +62,281 New
ASN
34
Advisory Services Network
Georgia
$3.6M +$139K +2,083 +4%
RJA
35
Raymond James & Associates
Florida
$3.59M +$320K +4,802 +9%
US Bancorp
36
US Bancorp
Minnesota
$3.06M -$1.1M -16,535 -26%
SAS
37
Sage Advisory Services
Texas
$2.94M +$1.98M +29,756 +179%
CIM
38
Confluence Investment Management
Missouri
$2.72M -$944K -14,160 -25%
CWA
39
Carolina Wealth Advisors
South Carolina
$2.72M -$1.17M -17,492 -29%
IWS
40
Insight Wealth Strategies
California
$2.68M +$249K +3,740 +10%
AllianceBernstein
41
AllianceBernstein
Tennessee
$2.4M
CI
42
Conning Inc
Connecticut
$1.82M
Betterment LLC
43
Betterment LLC
New York
$1.31M +$774K +11,603 +128%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.31M -$429K -6,434 -24%
CFGS
45
Concourse Financial Group Securities
Alabama
$1.3M +$1.3M +19,530 +1,975%
SI
46
Stephens Inc
Arkansas
$1.26M +$1.33M +19,873 New
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$1.16M +$1.22M +18,300 New
Nomura Asset Management
48
Nomura Asset Management
Japan
$1.11M +$1.16M +17,450 New
FAAS
49
First Allied Advisory Services
California
$1.01M +$156K +2,333 +17%
SS
50
Simplicity Solutions
Minnesota
$895K +$229K +3,428 +32%