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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
551
Phillips Financial Management
Indiana
$677K +$62.7K +1,249 +10%
WS
552
Wedbush Securities
California
$675K +$163K +3,251 +33%
AFA
553
American Financial Advisors
Georgia
$671K -$30.2K -602 -4%
BWA
554
BlueChip Wealth Advisors
Georgia
$653K +$640K +12,740 New
BWM
555
Bulltick Wealth Management
Florida
$652K +$101K +2,015 +19%
GRP
556
Global Retirement Partners
California
$646K -$81.1K -1,615 -11%
WIA
557
World Investment Advisors
California
$645K -$761K -15,151 -55%
LB
558
Legacy Bridge
Iowa
$637K -$171K -3,410 -22%
PL
559
Plancorp LLC
Missouri
$634K +$2.01K +40 +0.3%
LG
560
LaFleur & Godfrey
Michigan
$632K +$68.5K +1,365 +12%
Kovitz Investment Group Partners
561
Kovitz Investment Group Partners
Illinois
$632K +$17.2K +343 +3%
IWM
562
IHT Wealth Management
Illinois
$630K -$138K -2,751 -18%
FFP
563
FourThought Financial Partners
Florida
$625K -$351 -7 -0.1%
CCA
564
Criterion Capital Advisors
Tennessee
$623K +$611K +12,158 New
WAS
565
Wealth Advisory Solutions
Indiana
$623K -$660K -13,145 -52%
GW
566
GW & Wade
Massachusetts
$621K -$50.2K -1,000 -8%
BHPW
567
Beverly Hills Private Wealth
California
$612K +$599K +11,937 New
KFG
568
Kingdom Financial Group
Arizona
$611K +$146K +2,898 +32%
DADC
569
D.A. Davidson & Co
Montana
$608K -$40.5K -807 -6%
Fisher Asset Management
570
Fisher Asset Management
Washington
$590K -$42.3K -842 -7%
MBI
571
May Barnhard Investments
Maryland
$586K +$573K +11,421 New
LCG
572
Lynx Capital Group
Ohio
$576K +$564K +11,233 New
WP
573
WMS Partners
Maryland
$576K -$195K -3,890 -26%
TPA
574
Trivium Point Advisory
Connecticut
$573K -$264K -5,259 -32%
1IA
575
1834 Investment Advisors
Wisconsin
$570K -$121K -2,400 -18%