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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
526
Stonehage Fleming Financial Services
Jersey
$690K
VVP
527
Venture Visionary Partners
Ohio
$685K -$2.71M -54,754 -80%
BS
528
Banco Santander
Spain
$683K
SSWM
529
Sheets Smith Wealth Management
North Carolina
$681K +$199K +4,026 +42%
TLFA
530
True Link Financial Advisors
California
$671K
GWM
531
Grand Wealth Management
Michigan
$670K -$3.43M -69,258 -84%
SW
532
SteelPeak Wealth
California
$669K +$366K +7,394 +123%
FWIA
533
Fort Washington Investment Advisors
Ohio
$668K -$624K -12,597 -48%
T
534
TNF
Montana
$667K +$9.75K +197 +2%
PCWA
535
Pacific Capital Wealth Advisors
California
$667K +$662K +13,380 New
IFG
536
Independent Financial Group
California
$663K +$84.9K +1,715 +15%
AFA
537
American Financial Advisors
Georgia
$658K +$3.37K +68 +0.5%
RIA
538
Regal Investment Advisors
Michigan
$657K +$653K +13,180 New
HWM
539
Howard Wealth Management
Connecticut
$655K -$150K -3,023 -19%
DWT
540
Dorsey & Whitney Trust
South Dakota
$645K +$354K +7,156 +123%
CIP
541
Chartwell Investment Partners
Pennsylvania
$641K +$334K +6,740 +110%
1IA
542
1834 Investment Advisors
Wisconsin
$630K
GFWA
543
Grey Fox Wealth Advisors
Delaware
$624K +$621K +12,535 New
PCMC
544
Paragon Capital Management (Colorado)
Colorado
$621K +$89K +1,798 +17%
GWM
545
Geneos Wealth Management
Colorado
$613K -$282K -5,697 -32%
Prudential Financial
546
Prudential Financial
New Jersey
$608K +$221K +4,454 +57%
MFA
547
Mayflower Financial Advisors
Massachusetts
$608K -$131K -2,636 -18%
National Bank of Canada
548
National Bank of Canada
Quebec, Canada
$602K +$20.5K +415 +4%
CH
549
Canton Hathaway
Rhode Island
$598K
PP
550
Prudential plc
United Kingdom
$598K +$594K +12,000 New