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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
351
Cypress Wealth Services
California
$649K
AQA
352
Alpha Quant Advisors
Texas
$647K
AA
353
Ancora Advisors
Ohio
$639K
RCA
354
Rowland Carmichael Advisors
Arizona
$627K -$54.4K -1,042 -8%
FFS
355
Founders Financial Securities
Maryland
$626K +$29.5K +565 +5%
CNB
356
Camden National Bank
Maine
$624K
UR
357
USCA RIA
Texas
$623K
DIA
358
Dana Investment Advisors
Wisconsin
$621K +$614K +11,755 New
IA
359
IFG Advisory
Georgia
$615K +$55.6K +1,066 +21%
Bessemer Group
360
Bessemer Group
New Jersey
$611K
LPIC
361
LeJeune Puetz Investment Counsel
Michigan
$600K
CWM
362
Chesapeake Wealth Management
Virginia
$593K -$20.9K -400 -3%
PGAM
363
Princeton Global Asset Management
New Jersey
$590K +$68.5K +1,312 +13%
WCM
364
Windsor Capital Management
Arizona
$589K -$180K -3,456 -24%
CCA
365
Cobblestone Capital Advisors
New York
$576K +$8.09K +155 +1%
GAM
366
Gemmer Asset Management
California
$566K +$9.24K +177 +2%
BI
367
Bramshill Investments
Florida
$563K +$556K +10,652 New
BFM
368
Boston Financial Management
Massachusetts
$557K
AF
369
Aldebaran Financial
$552K
CHAM
370
Clear Harbor Asset Management
Connecticut
$529K -$63.3K -1,212 -11%
MRCM
371
M&R Capital Management
New Jersey
$528K
FFBTD
372
First Financial Bank - Trust Division
Ohio
$518K -$679 -13 -0.1%
Jane Street
373
Jane Street
New York
$517K -$504K -9,648 -50%
TL
374
TrueWealth LLC
Georgia
$513K -$14.2K -272 -3%
CAGAS
375
Capital Advisory Group Advisory Services
Minnesota
$513K