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iShares 10+ Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NB
126
NBT Bank
New York
$437K
PPWM
127
Paragon Private Wealth Management
Kentucky
$424K +$440K +8,576 New
SA
128
Sanctuary Advisors
Indiana
$415K +$427K +8,313 New
MW
129
Marcum Wealth
Ohio
$411K +$10.7K +209 +3%
TPA
130
Trivium Point Advisory
Connecticut
$400K -$1.59K -31 -0.4%
PG
131
Patten Group
Tennessee
$371K +$109K +2,125 +39%
FFS
132
Founders Financial Securities
Maryland
$369K +$144K +2,800 +60%
KPWS
133
Kestra Private Wealth Services
Texas
$354K +$367K +7,156 New
GWM
134
Geneos Wealth Management
Colorado
$349K +$280K +5,448 +338%
TCM
135
Thoma Capital Management
Maryland
$332K +$344K +6,713 New
MSR
136
Main Street Research
Connecticut
$328K +$340K +6,633 New
CIA
137
Concurrent Investment Advisors
Florida
$325K +$564 +11 +0.2%
MCWA
138
Meadow Creek Wealth Advisors
Georgia
$320K
IFG
139
Independent Financial Group
California
$314K +$60K +1,169 +23%
AQR Capital Management
140
AQR Capital Management
Connecticut
$287K
NAM
141
NorthCrest Asset Manangement
Minnesota
$287K
WCM
142
Winthrop Capital Management
Indiana
$282K +$292K +5,688 New
HighTower Advisors
143
HighTower Advisors
Illinois
$280K +$291K +5,676 New
KF
144
KKM Financial
Illinois
$270K +$278K +5,427 New
RF
145
RHS Financial
California
$266K +$3.33K +65 +1%
AFP
146
Ausdal Financial Partners
Iowa
$249K
TWCA
147
Two West Capital Advisors
Kansas
$248K +$257K +5,017 New
SAS
148
Sage Advisory Services
Texas
$245K -$204K -3,966 -44%
FPAS
149
Focus Partners Advisor Solutions
Missouri
$243K -$321K -6,248 -56%
1WM
150
1900 Wealth Management
Texas
$243K -$196K -3,814 -44%