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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
501
CFM Wealth Partners
Texas
$709K
ECA
502
Elevated Capital Advisors
Utah
$708K -$55.9K -1,110 -7%
SFG
503
Sunburst Financial Group
Alabama
$705K
PWS
504
Precision Wealth Strategies
Missouri
$705K +$708K +14,053 New
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$703K -$1.41M -27,935 -67%
SFFS
506
Stonehage Fleming Financial Services
Jersey
$695K +$698K +13,848 New
BS
507
Banco Santander
Spain
$688K
WAS
508
Wealth Advisory Solutions
Indiana
$687K -$2.77K -55 -0.4%
VCA
509
Verdence Capital Advisors
Maryland
$684K +$5.74K +114 +0.8%
CPP
510
Capasso Planning Partners
South Carolina
$684K -$161K -3,199 -19%
BWM
511
Baystate Wealth Management
Massachusetts
$681K +$3.78K +75 +0.6%
GW
512
GW & Wade
Massachusetts
$680K +$145K +2,876 +27%
B
513
Bellecapital
Switzerland
$672K -$2.43M -48,215 -78%
GFWA
514
Grey Fox Wealth Advisors
Delaware
$667K +$130K +2,577 +24%
Koshinski Asset Management
515
Koshinski Asset Management
Illinois
$654K -$195K -3,870 -23%
1IA
516
1834 Investment Advisors
Wisconsin
$654K -$5.59K -111 -0.8%
EP
517
Edgestream Partners
New Jersey
$651K +$654K +12,983 New
FPFS
518
First Personal Financial Services
North Carolina
$649K +$38.1K +756 +6%
GWM
519
Geneos Wealth Management
Colorado
$647K +$57.8K +1,148 +10%
CA
520
Continuum Advisory
Idaho
$643K -$220K -4,367 -25%
GCA
521
Greenwood Capital Associates
South Carolina
$640K +$112K +2,230 +21%
FFP
522
FourThought Financial Partners
Florida
$636K +$211K +4,194 +49%
AFA
523
American Financial Advisors
Georgia
$634K +$10.5K +208 +2%
SFC
524
Strategic Financial Concepts
Texas
$632K -$1.38M -27,329 -68%
BWAM
525
Boyd Watterson Asset Management
Ohio
$624K -$23.9K -474 -4%