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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
451
Optimum Investment Advisors
Illinois
$1.17M -$163K -3,300 -12%
MLA
452
My Legacy Advisors
Oregon
$1.16M -$63.1K -1,274 -5%
BRWA
453
B. Riley Wealth Advisors
Florida
$1.16M -$63.7K -1,286 -5%
VAS
454
Vestmark Advisory Solutions
Massachusetts
$1.16M +$11.1K +224 +1%
SBH
455
Segall Bryant & Hamill
Illinois
$1.15M -$204K -4,111 -15%
CIA
456
Capital Investment Advisors
Georgia
$1.15M +$108K +2,182 +10%
DI
457
Disciplined Investments
Oklahoma
$1.14M +$257K +5,198 +29%
FA
458
Fiducient Advisors
Illinois
$1.13M +$79.7K +1,609 +8%
AO
459
Advisor OS
Illinois
$1.13M
GM
460
GeoWealth Management
Illinois
$1.12M -$36K -728 -3%
WLIM
461
White Lighthouse Investment Management
Massachusetts
$1.12M +$1.11M +22,482 New
BFG
462
Beacon Financial Group
Texas
$1.11M -$713K -14,394 -39%
WAS
463
Wealth Advisory Solutions
Indiana
$1.11M -$556K -11,232 -34%
SCA
464
Snowden Capital Advisors
New York
$1.1M -$295K -5,954 -21%
NFG
465
Northeast Financial Group
Pennsylvania
$1.09M +$1.09M +21,955 New
RIM
466
Rockbridge Investment Management
New York
$1.09M +$737K +14,884 +211%
SW
467
SkyOak Wealth
Michigan
$1.09M -$23.8K -481 -2%
PFS
468
Prospera Financial Services
Texas
$1.09M -$252K -5,083 -19%
BWAM
469
Boyd Watterson Asset Management
Ohio
$1.08M +$394K +7,964 +58%
FUBT
470
First United Bank & Trust
Maryland
$1.07M -$28.6K -577 -3%
RCAG
471
Rehmann Capital Advisory Group
Michigan
$1.07M +$628K +12,679 +146%
FCMT
472
Founders Capital Management (Texas)
Texas
$1.06M -$635K -12,826 -38%
SCA
473
Stonebridge Capital Advisors
Minnesota
$1.06M -$77.7K -1,570 -7%
KP
474
Keel Point
Alabama
$1.02M -$555K -11,211 -35%
FHA
475
First Horizon Advisors
Tennessee
$1.01M +$53.8K +1,086 +6%