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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
601
B. Riley Wealth Advisors
Florida
$575K +$57.7K +1,110 +11%
FCI
602
Financial Counselors Inc
Kansas
$571K -$260 -5 -0%
IAS
603
Insigneo Advisory Services
Florida
$566K +$137K +2,628 +32%
DW
604
Dodds Wealth
Colorado
$565K -$55.5K -1,068 -9%
KCPT
605
Kingstone Capital Partners Texas
Texas
$565K -$76.8K -1,478 -12%
WWA
606
Wingate Wealth Advisors
Massachusetts
$544K +$3.85K +74 +0.7%
WAS
607
Wealth Advisory Solutions
Indiana
$544K -$25K -481 -4%
Level Four Advisory Services
608
Level Four Advisory Services
Texas
$537K – – –
LB
609
Legacy Bridge
Iowa
$537K -$20.8K -400 -4%
GSWA
610
Good Steward Wealth Advisors
Tennessee
$533K +$529K +10,176 New
EFS
611
Essex Financial Services
Connecticut
$532K – – –
Merit Financial Group
612
Merit Financial Group
Georgia
$531K +$527K +10,141 New
RWA Wealth Partners
613
RWA Wealth Partners
Massachusetts
$525K -$213K -4,100 -29%
1IA
614
1834 Investment Advisors
Wisconsin
$522K -$95.9K -1,845 -16%
FIM
615
Freedom Investment Management
Connecticut
$522K -$85.4K -1,642 -14%
Brighton Jones LLC
616
Brighton Jones LLC
Washington
$520K -$25.5K -490 -5%
CWA
617
Cascade Wealth Advisors
Washington
$520K – – –
U.S. Capital Wealth Advisors
618
U.S. Capital Wealth Advisors
Texas
$519K – – –
Harbour Investments
619
Harbour Investments
Wisconsin
$517K -$260K -4,998 -34%
GSWM
620
Golden State Wealth Management
California
$512K -$34.9K -671 -6%
D.A. Davidson & Co
621
D.A. Davidson & Co
Montana
$505K -$51.9K -999 -9%
AFO
622
Allie Family Office
Florida
$501K – – –
AWM
623
AllSquare Wealth Management
New York
$501K – – –
Farther Finance Advisors
624
Farther Finance Advisors
California
$499K -$177K -3,409 -26%
MCM
625
Mattern Capital Management
Colorado
$499K +$495K +9,527 New