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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
551
WealthPLAN Partners
Nebraska
$829K -$335K -6,089 -29%
FAIM
552
Financial Advocates Investment Management
Washington
$828K -$1.02M -18,560 -60%
PHS
553
Pekin Hardy Strauss
Illinois
$821K
VVP
554
Venture Visionary Partners
Ohio
$815K +$813K +14,782 New
EK
555
Evensky & Katz
Florida
$788K -$29.6M -538,426 -97%
AUB
556
Atlantic Union Bankshares
Virginia
$778K +$86.6K +1,575 +13%
LA
557
LexAurum Advisors
Kansas
$776K +$169K +3,077 +28%
AP
558
Agilis Partners
Massachusetts
$767K -$63K -1,146 -8%
RCIM
559
Red Cedar Investment Management
Michigan
$765K +$230K +4,181 +43%
AFP
560
Ausdal Financial Partners
Iowa
$763K +$331K +6,021 +77%
BFA
561
Beaumont Financial Advisors
Massachusetts
$762K +$18K +327 +2%
BS
562
Banco Santander
Spain
$757K
GRP
563
Global Retirement Partners
California
$756K +$209K +3,808 +39%
CAS
564
Coppell Advisory Solutions
Texas
$751K +$748K +13,615 New
FCA
565
FinTrust Capital Advisors
South Carolina
$747K +$26.5K +482 +4%
CFAM
566
Center For Asset Management
Florida
$746K +$744K +13,529 New
GGI
567
Godsey & Gibb Inc
Virginia
$744K +$70.6K +1,285 +11%
SI
568
Shaker Investments
Ohio
$737K +$55 +1 +0%
HWM
569
Hohimer Wealth Management
Washington
$729K +$395K +7,188 +119%
TCPWM
570
Traverso Chambers Private Wealth Management
California
$723K -$9.9K -180 -1%
BFA
571
Beacon Financial Advisory
Ohio
$716K +$27.4K +498 +4%
CWP
572
CFM Wealth Partners
Texas
$708K +$52K +945 +8%
CAM
573
Caprin Asset Management
Virginia
$707K +$13.4K +244 +2%
RG
574
Rathbones Group
United Kingdom
$694K +$20.3K +369 +3%
TPA
575
Trivium Point Advisory
Connecticut
$693K +$313K +5,700 +83%