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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
401
Pinnacle Wealth Management Advisory Group
New Jersey
$719K -$93.9K -1,750 -12%
JFGIW
402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$717K
SI
403
Shaker Investments
Ohio
$716K -$54.8K -1,022 -7%
CWS
404
Cypress Wealth Services
California
$710K
NGA
405
Naples Global Advisors
Florida
$706K -$567K -10,575 -45%
DIA
406
Dana Investment Advisors
Wisconsin
$702K -$18.8K -350 -3%
LFAS
407
Level Four Advisory Services
Texas
$697K +$43.9K +819 +21%
LPIC
408
LeJeune Puetz Investment Counsel
Michigan
$688K +$21.5K +400 +3%
CB
409
Community Bank
New York
$682K
MIH
410
Meitav Investment House
Israel
$681K -$147K -2,747 -18%
MIAN
411
Mariner Independent Advisor Network
Kansas
$681K -$8.04K -150 -1%
KPW
412
Kore Private Wealth
New York
$676K -$68.2K -1,271 -9%
JLBC
413
J.L. Bainbridge & Co
Florida
$672K -$12.3K -229 -2%
DI
414
Disciplined Investments
Oklahoma
$672K +$672K +12,530 New
ECA
415
Elevated Capital Advisors
Utah
$667K +$667K +12,439 New
Jane Street
416
Jane Street
New York
$659K -$57.1M -1,065,072 -99%
ASN
417
Advisory Services Network
Georgia
$657K -$1.05M -19,617 -62%
SJIC
418
St. James Investment Company
Texas
$648K -$24.1K -450 -4%
MMA
419
Miracle Mile Advisors
California
$647K +$178K +3,328 +38%
GWM
420
Geneos Wealth Management
Colorado
$640K +$305K +5,690 +91%
UR
421
USCA RIA
Texas
$633K
CFG
422
Capstone Financial Group
Oklahoma
$629K +$629K +11,734 New
CHAM
423
Clear Harbor Asset Management
Connecticut
$619K
CIBC Private Wealth Group
424
CIBC Private Wealth Group
Georgia
$612K -$471K -8,786 -44%
CCA
425
Cobblestone Capital Advisors
New York
$588K -$4.02K -75 -0.7%