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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
501
Ameritas Advisory Services
Nebraska
$719K -$31.4K -623 -4%
SFS
502
Strategic Financial Services
New York
$717K -$10.3M -203,303 -93%
VCA
503
Verdence Capital Advisors
Maryland
$717K +$77.7K +1,539 +12%
MBT
504
Montecito Bank & Trust
California
$715K
SL
505
Summitry LLC
California
$711K -$79.3M -1,570,949 -99%
ONB
506
Old National Bancorp
Indiana
$701K -$10.1K -200 -1%
OBWG
507
Onyx Bridge Wealth Group
New York
$700K +$720K +14,269 New
CWP
508
CFM Wealth Partners
Texas
$696K
BWM
509
Baystate Wealth Management
Massachusetts
$696K +$45.8K +908 +7%
FDCDDQ
510
Federation des caisses Desjardins du Quebec
Quebec, Canada
$688K -$6.06K -120 -0.9%
SFFS
511
Stonehage Fleming Financial Services
Jersey
$682K +$47.8K +948 +7%
CWC
512
Carolinas Wealth Consulting
North Carolina
$682K +$304K +6,020 +77%
BWAM
513
Boyd Watterson Asset Management
Ohio
$679K -$10.7K -212 -2%
BS
514
Banco Santander
Spain
$676K
HCM
515
Highview Capital Management
Illinois
$666K +$123K +2,442 +22%
TLFA
516
True Link Financial Advisors
California
$664K -$27.9K -552 -4%
CAG
517
Curtis Advisory Group
California
$662K -$53.4K -1,058 -7%
LWP
518
Legacy Wealth Planning
Nevada
$656K -$44.9K -890 -6%
CCA
519
Cobblestone Capital Advisors
New York
$651K +$85.5K +1,695 +15%
AFA
520
American Financial Advisors
Georgia
$647K -$6.36K -126 -1%
GWAM
521
Guardian Wealth Advisors (Minnesota)
Minnesota
$645K -$28.9K -572 -4%
RW
522
Rede Wealth
Virginia
$645K -$16.9K -335 -2%
SB
523
Simmons Bank
Arkansas
$645K -$14.7K -292 -2%
T
524
TNF
Montana
$641K -$258K -5,122 -28%
Carson Wealth (CWM LLC)
525
Carson Wealth (CWM LLC)
Nebraska
$641K -$232K -4,598 -26%