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iShares 10+ Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$5K -$2.15K -30 -31%
LS
102
Leelyn Smith
Illinois
$5K -$359 -5 -6%
SMG
103
Spectrum Management Group
Indiana
$3K +$646 +9 +30%
ZB
104
Zions Bancorporation
Utah
$3K +$2.73K +38 New
HS
105
Horan Securities
United States
$3K +$3.52K +49 New
LGWM
106
Litman Gregory Wealth Management
California
$2K – – –
MFT
107
Moisand Fitzgerald Tamayo
Florida
$2K +$2.3K +32 New
BFEC
108
Benjamin F. Edwards & Company
Missouri
– -$5.34M -76,281 Closed
CIM
109
Confluence Investment Management
Missouri
– -$3.03M -43,293 Closed
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
– -$1.16M -18,300 Closed
M&T Bank
111
M&T Bank
New York
– -$274K -3,907 Closed
VWA
112
Visionary Wealth Advisors
Illinois
– -$258K -3,681 Closed
CWS
113
Cypress Wealth Services
California
– -$259K -3,605 Closed
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
– -$217K -3,102 Closed
CCA
115
Cobblestone Capital Advisors
New York
– -$213K -3,045 Closed
BEI
116
Benjamin Edwards Inc
Missouri
– -$97K -1,379 Closed
PAG
117
Private Advisor Group
New Jersey
– -$52K -745 Closed
AF
118
Advisornet Financial
Minnesota
– -$27.3K -381 Closed
OPS
119
Orion Portfolio Solutions
Nebraska
– -$3K -45 Closed
CAAS
120
Capital Asset Advisory Services
Michigan
– -$1K -14 Closed