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iShares 10+ Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
126
Sovran Advisors
California
$419K +$430K +8,623 New
PG
127
Patten Group
Tennessee
$416K +$38.5K +772 +10%
FFS
128
Founders Financial Securities
Maryland
$404K +$33.8K +678 +9%
MW
129
Marcum Wealth
Ohio
$402K -$16.3K -326 -4%
SPIA
130
Steward Partners Investment Advisory
New York
$398K -$88.6K -1,775 -18%
SFS
131
Sowell Financial Services
Arkansas
$395K +$393K +7,872 New
NB
132
NBT Bank
New York
$390K -$54.4K -1,090 -12%
SA
133
Sanctuary Advisors
Indiana
$386K -$31.1K -624 -8%
SAS
134
Sage Advisory Services
Texas
$383K +$133K +2,660 +54%
SFG
135
Sovereign Financial Group
Connecticut
$377K -$82.3K -1,649 -18%
GWMR
136
GC Wealth Management RIA
Massachusetts
$371K +$134K +2,687 +57%
FFA
137
Farther Finance Advisors
California
$370K -$1.91M -38,225 -84%
IFG
138
Independent Financial Group
California
$364K +$45K +902 +14%
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$347K -$334K -6,684 -49%
GWM
140
Geneos Wealth Management
Colorado
$336K -$18.4K -368 -5%
HighTower Advisors
141
HighTower Advisors
Illinois
$332K +$46.4K +929 +16%
MSR
142
Main Street Research
Connecticut
$327K -$6.39K -128 -2%
MCWA
143
Meadow Creek Wealth Advisors
Georgia
$323K -$2K -40 -0.6%
AQR Capital Management
144
AQR Capital Management
Connecticut
$291K
NAM
145
NorthCrest Asset Manangement
Minnesota
$291K
SPC
146
Sigma Planning Corp
Michigan
$282K -$17.1M -343,504 -98%
Lido Advisors
147
Lido Advisors
California
$282K -$273K -5,462 -49%
WCM
148
Winthrop Capital Management
Indiana
$281K -$4.39K -88 -2%
KF
149
KKM Financial
Illinois
$263K
AFP
150
Ausdal Financial Partners
Iowa
$253K