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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
376
Stratos Wealth Partners
Ohio
$733K -$13.7K -256 -2%
DIA
377
Dana Investment Advisors
Wisconsin
$722K +$97.3K +1,819 +16%
RG
378
Rathbones Group
United Kingdom
$719K -$24.6K -460 -3%
JFGIW
379
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$717K
CAM
380
Caprin Asset Management
Virginia
$710K -$2.41K -45 -0.3%
CWS
381
Cypress Wealth Services
California
$710K
GGI
382
Godsey & Gibb Inc
Virginia
$698K +$224K +4,179 +47%
FLA
383
Financial Life Advisors
Texas
$689K +$112K +2,091 +19%
MIAN
384
Mariner Independent Advisor Network
Kansas
$689K +$151K +2,822 +28%
JLBC
385
J.L. Bainbridge & Co
Florida
$685K -$50.1K -936 -7%
CB
386
Community Bank
New York
$682K -$1.66K -31 -0.2%
SJIC
387
St. James Investment Company
Texas
$673K -$43.9K -820 -6%
LPIC
388
LeJeune Puetz Investment Counsel
Michigan
$667K +$4.44K +83 +0.7%
RCA
389
Rowland Carmichael Advisors
Arizona
$637K
UR
390
USCA RIA
Texas
$634K
TNB
391
TCF National Bank
South Dakota
$634K +$633K +11,823 New
PI
392
Parkside Investments
Illinois
$625K -$535K -10,000 -46%
CHAM
393
Clear Harbor Asset Management
Connecticut
$619K +$81.5K +1,524 +15%
CCA
394
Cobblestone Capital Advisors
New York
$593K -$4.01K -75 -0.7%
PFM
395
Phillips Financial Management
Indiana
$592K +$590K +11,035 New
GAM
396
Gemmer Asset Management
California
$585K +$10.1K +189 +2%
AIM
397
Acropolis Investment Management
Missouri
$578K -$150K -2,800 -21%
BAM
398
Belpointe Asset Management
Nevada
$577K +$575K +10,754 New
BI
399
Bramshill Investments
Florida
$572K
IFWM
400
Institute for Wealth Management
Colorado
$570K