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iShares 10+ Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
51
Hennion & Walsh Asset Management
New Jersey
$1.81M +$1.87M +27,103 New
SPAS
52
Spectrum Planning & Advisory Services
California
$1.78M +$1.84M +26,698 New
FCA
53
FLC Capital Advisors
California
$1.73M +$1.79M +25,937 New
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$1.67M +$1.73M +25,068 New
SWA
55
Stratos Wealth Advisors
Ohio
$1.64M +$1.69M +24,534 New
CIC
56
Carnegie Investment Counsel
Ohio
$1.58M +$132K +1,911 +9%
CFGS
57
Concourse Financial Group Securities
Alabama
$1.56M +$176K +2,560 +12%
Betterment LLC
58
Betterment LLC
New York
$1.46M -$242K -3,507 -14%
BAM
59
Belpointe Asset Management
Nevada
$1.42M +$1.02M +14,766 +228%
OWA
60
One Wealth Advisors
California
$1.33M +$1.38M +20,020 New
SFS
61
Sowell Financial Services
Arkansas
$1.32M +$1.33M +19,276 +13,575%
AF
62
Advisornet Financial
Minnesota
$1.2M +$1.24M +17,983 +299,717%
CF
63
Centaurus Financial
California
$1.19M +$1.23M +17,846 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$1.18M -$214K -3,110 -15%
PFA
65
Pinnacle Family Advisors
Missouri
$1.14M +$457K +6,636 +63%
HI
66
Harbour Investments
Wisconsin
$1.1M +$1.14M +16,511 New
JP Morgan Chase
67
JP Morgan Chase
New York
$1.01M -$54.7M -793,827 -98%
Stifel Financial
68
Stifel Financial
Missouri
$970K -$95.4K -1,384 -9%
LWM
69
Liberty Wealth Management
California
$905K
Baird Financial Group
70
Baird Financial Group
Wisconsin
$790K -$42.6K -618 -5%
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$759K +$785K +11,382 New
PG
72
Patten Group
Tennessee
$751K -$82.7K -1,200 -10%
MA
73
Mutual Advisors
Nebraska
$714K +$738K +10,712 New
SB
74
Strategic Blueprint
Georgia
$696K +$720K +10,445 New
RJA
75
Raymond James & Associates
Florida
$681K -$1.8M -26,103 -72%