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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M
601
MOTCO
Texas
– -$417K -7,912 Closed
JIP
602
Jaffetilchin Investment Partners
Florida
– -$401K -7,604 Closed
NPC
603
National Planning Corporation
California
– -$395K -7,502 Closed
CCG
604
Chatham Capital Group
Georgia
– -$327K -6,206 Closed
SWM
605
Stockman Wealth Management
Montana
– -$300K -5,700 Closed
RT
606
Reliance Trust
Georgia
– -$296K -5,616 Closed
I
607
IberiaBank
Louisiana
– -$281K -5,342 Closed
KWM
608
Kingsview Wealth Management
Oregon
– -$281K -5,340 Closed
KFA
609
Kelleher Financial Advisors
New York
– -$260K -4,936 Closed
BFM
610
Boston Financial Management
Massachusetts
– -$250K -4,740 Closed
PIA
611
Piedmont Investment Advisors
North Carolina
– -$235K -4,468 Closed
AA
612
Apriem Advisors
California
– -$232K -4,400 Closed
OC
613
Oarsman Capital
Wisconsin
– -$230K -4,372 Closed
PIA
614
Peachtree Investment Advisors
Georgia
– -$221K -4,194 Closed
CA
615
Clearstead Advisors
Ohio
– -$200K -3,800 Closed
PSC
616
Prentiss Smith & Co
Vermont
– -$126K -2,400 Closed
NFG
617
Next Financial Group
Texas
– -$96K -1,818 Closed
LC
618
Landaas & Company
Wisconsin
– -$78K -1,480 Closed
BBHC
619
Brown Brothers Harriman & Co
New York
– -$54K -1,030 Closed
BBPWM
620
Blue Bell Private Wealth Management
Pennsylvania
– -$21K -400 Closed
AWMS
621
Advocacy Wealth Management Services
Georgia
– -$17K -326 Closed
AFNAS
622
American Financial Network Advisory Services
California
– -$12K -234 Closed
CFG
623
Citizens Financial Group
Rhode Island
– -$11K -202 Closed
First Manhattan
624
First Manhattan
New York
– -$9K -180 Closed
GWA
625
Guidant Wealth Advisors
Illinois
– -$5K -100 Closed