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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
576
ARS Wealth Advisors
Florida
$438K
DWT
577
Dorsey & Whitney Trust
South Dakota
$438K
VA
578
Valmark Advisers
Ohio
$437K +$142K +2,635 +49%
TFS
579
TrustCore Financial Services
Tennessee
$435K -$67.6K -1,254 -14%
PA
580
PFG Advisors
Arizona
$434K +$180K +3,340 +73%
HFS
581
Haverford Financial Services
Pennsylvania
$426K -$1.99K -37 -0.5%
IFAM
582
Institutional & Family Asset Management
Colorado
$424K +$916 +17 +0.2%
CWP
583
CFM Wealth Partners
Texas
$421K
AOWM
584
Alpha Omega Wealth Management
Virginia
$418K
FHC
585
First Heartland Consultants
Missouri
$415K +$409K +7,594 New
Principal Financial Group
586
Principal Financial Group
Iowa
$410K +$404K +7,491 New
SVWAG
587
Sound View Wealth Advisors Group
Georgia
$409K +$403K +7,482 New
CB
588
Community Bank
New York
$406K -$273K -5,060 -40%
WWM
589
Western Wealth Management
Colorado
$404K +$397K +7,377 New
WS
590
Wedbush Securities
California
$403K +$57.4K +1,065 +17%
VCM
591
Vivaldi Capital Management
Illinois
$401K -$129K -2,400 -25%
EVM
592
Eaton Vance Management
Massachusetts
$400K -$320K -5,932 -45%
IFG
593
Independent Financial Group
California
$393K -$106K -1,965 -21%
CSIC
594
Clifford Swan Investment Counsel
California
$393K
ACWM
595
Adams Chetwood Wealth Management
North Carolina
$389K
FI
596
FormulaFolio Investments
Michigan
$387K
CCG
597
Ceeto Capital Group
Florida
$383K
EIA
598
Edgemoor Investment Advisors
Maryland
$382K
PWS
599
Peloton Wealth Strategists
Indiana
$381K -$21.6K -401 -5%
SWPG
600
Strategic Wealth Partners Group
Illinois
$381K +$375K +6,966 New