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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SJIC
326
St. James Investment Company
Texas
$708K +$5.67K +110 +0.8%
AP
327
Advisors Preferred
Maryland
$702K -$98K -1,900 -12%
DAS
328
Dynamic Advisor Solutions
Arizona
$686K -$178K -3,444 -21%
RCA
329
Rowland Carmichael Advisors
Arizona
$667K -$10.8K -210 -2%
HW
330
Hancock Whitney
Mississippi
$655K +$294K +5,699 +81%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$646K +$285K +5,525 +79%
OIA
332
Optimum Investment Advisors
Illinois
$645K -$638K -12,378 -50%
CWS
333
Cypress Wealth Services
California
$634K +$295K +5,714 +87%
AQA
334
Alpha Quant Advisors
Texas
$632K +$631K +12,236 New
CAM
335
Caprin Asset Management
Virginia
$630K +$78.4K +1,521 +14%
SC
336
Scotia Capital
Ontario, Canada
$629K -$40.6K -787 -6%
AA
337
Ancora Advisors
Ohio
$624K -$14K -272 -2%
CB
338
Community Bank
New York
$623K -$82.5K -1,600 -12%
MCM
339
Monument Capital Management
Virginia
$615K +$277K +5,372 +82%
CNB
340
Camden National Bank
Maine
$610K
UR
341
USCA RIA
Texas
$610K
F
342
F3Logic
Minnesota
$602K +$600K +11,635 New
CWM
343
Chesapeake Wealth Management
Virginia
$601K
Bessemer Group
344
Bessemer Group
New Jersey
$597K
LPIC
345
LeJeune Puetz Investment Counsel
Michigan
$586K
FFS
346
Founders Financial Securities
Maryland
$583K +$53.7K +1,042 +10%
CHAM
347
Clear Harbor Asset Management
Connecticut
$580K
HJA
348
Hugh Johnson Advisors
New York
$576K -$2.51M -48,680 -81%
SFM
349
Signet Financial Management
New Jersey
$572K
SCA
350
Stillwater Capital Advisors
Pennsylvania
$570K -$4.97M -96,466 -90%