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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
551
Lantz Financial
Illinois
$646K +$89.8K +1,704 +16%
AUB
552
Atlantic Union Bankshares
Virginia
$639K +$4.06K +77 +0.6%
JCM
553
Janney Capital Management
Pennsylvania
$636K -$29.8K -566 -4%
WFAG
554
Wescott Financial Advisory Group
Pennsylvania
$634K +$647K +12,267 New
HIS
555
Horizon Investment Services
Indiana
$630K -$3.27K -62 -0.5%
CAM
556
Caprin Asset Management
Virginia
$629K -$22.6K -428 -3%
ISWM
557
Independent Solutions Wealth Management
New York
$626K -$50.1K -950 -7%
MIH
558
Meitav Investment House
Israel
$626K -$8.64K -164 -1%
SCA
559
SMH Capital Advisors
Texas
$625K +$637K +12,078 New
CH
560
Canton Hathaway
Rhode Island
$621K
TCPWM
561
Traverso Chambers Private Wealth Management
California
$617K -$15.1K -286 -2%
GA
562
Greytown Advisors
Florida
$616K
BBL
563
Beck Bode LLC
Massachusetts
$616K +$627K +11,901 New
SF
564
Synovus Financial
Georgia
$615K +$101K +1,913 +19%
AFA
565
American Financial Advisors
Georgia
$613K -$20.3K -385 -3%
BFO
566
Boston Family Office
Massachusetts
$612K
PWM
567
Perigon Wealth Management
California
$609K +$36.5K +692 +6%
AWA
568
Arkadios Wealth Advisors
Georgia
$606K -$299K -5,670 -33%
KPWS
569
Kestra Private Wealth Services
Texas
$604K -$1.9M -36,099 -76%
CCA
570
Cobblestone Capital Advisors
New York
$599K +$9.49K +180 +2%
BHWM
571
Beaird Harris Wealth Management
Texas
$595K +$53 +1 +0%
BWM
572
Baystate Wealth Management
Massachusetts
$593K -$185K -3,506 -23%
VCA
573
Verdence Capital Advisors
Maryland
$592K +$211 +4 +0%
FHB
574
First Hawaiian Bank
Hawaii
$591K +$738 +14 +0.1%
TIAM2
575
Tru Independence Asset Management 2
Oregon
$588K -$7.45M -141,384 -93%