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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
451
Evermay Wealth Management
Virginia
$220K +$219K +4,170 New
MSAM
452
Moloney Securities Asset Management
Missouri
$217K -$51.8K -984 -19%
IC
453
Iconiq Capital
California
$215K
BRWA
454
B. Riley Wealth Advisors
Florida
$212K -$13.3K -252 -6%
BAM
455
Barrett Asset Management
New York
$212K +$12.6K +240 +6%
OAM
456
Oppenheimer Asset Management
New York
$211K -$7.26K -138 -3%
SFS
457
Sowell Financial Services
Arkansas
$210K +$210K +3,986 New
PG
458
Patten Group
Tennessee
$206K
SSWM
459
Smith Salley Wealth Management
North Carolina
$204K -$5.37K -102 -3%
HCM
460
Harvest Capital Management
New Hampshire
$201K -$10K -190 -5%
SSB
461
Sandy Spring Bank
Maryland
$200K -$109K -2,070 -35%
FCT
462
Family Capital Trust
Massachusetts
$184K -$2K -38 -1%
BRC
463
Bell Rock Capital
Delaware
$182K -$79.9K -1,518 -31%
WAM
464
Wealthspire Advisors (Maryland)
Maryland
$172K +$39.5K +750 +30%
WTB
465
Washington Trust Bank
Washington
$158K +$158K +3,000 New
Northwestern Mutual Wealth Management
466
Northwestern Mutual Wealth Management
Wisconsin
$152K -$7.58K -144 -5%
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$146K +$144K +2,736 +5,948%
IPC
468
Independent Portfolio Consultants
Florida
$143K -$76K -1,444 -35%
KF
469
Krilogy Financial
Missouri
$141K -$44.9K -854 -24%
GRP
470
Global Retirement Partners
California
$140K -$40.8K -776 -23%
EA
471
Edge Advisors
Georgia
$136K +$526 +10 +0.4%
TCOV
472
Trust Company of Vermont
Vermont
$136K +$136K +2,592 New
MAM
473
Meeder Asset Management
Ohio
$132K +$40.6K +772 +44%
LYV
474
Live Your Vision
Pennsylvania
$131K +$14.9K +284 +13%
AIM
475
Anchor Investment Management
South Carolina
$130K