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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
626
Ipswich Investment Management
Massachusetts
$376K
FCB
627
First County Bank
Connecticut
$371K -$7.56K -150 -2%
SWM
628
SeaCrest Wealth Management
New York
$369K +$151 +3 +0%
DC
629
Destiny Capital
Colorado
$369K +$370K +7,354 New
VCM
630
Vivaldi Capital Management
Illinois
$366K
KPWS
631
Kestra Private Wealth Services
Texas
$364K +$157K +3,107 +75%
JLBC
632
J.L. Bainbridge & Co
Florida
$364K -$48.2K -957 -12%
FIA
633
Foundations Investment Advisors
Arizona
$363K -$832K -16,518 -70%
SB
634
Sunflower Bank
Texas
$360K
GWAM
635
Guardian Wealth Advisors (Minnesota)
Minnesota
$350K -$40K -793 -10%
SAM
636
Seelaus Asset Management
New Jersey
$347K -$756 -15 -0.2%
DI
637
DFPG Investments
Utah
$347K -$115K -2,289 -25%
BTWM
638
Baker Tilly Wealth Management
Wisconsin
$345K +$3.48K +69 +1%
EH
639
Equitable Holdings
New York
$342K +$8.11K +161 +2%
MC
640
Middleton & Co
Massachusetts
$339K -$48.4K -960 -12%
PT
641
Plimoth Trust
Massachusetts
$339K
Fiera Capital (Canada)
642
Fiera Capital (Canada)
Quebec, Canada
$337K +$3.93K +78 +1%
CSA
643
Cottage Street Advisors
Massachusetts
$335K
GPA
644
Garrison Point Advisors
California
$333K -$13.1K -260 -4%
SVWAG
645
Sound View Wealth Advisors Group
Georgia
$332K
CBFP
646
Cedar Brook Financial Partners
Ohio
$328K +$329K +6,533 New
LWA
647
Lineweaver Wealth Advisors
Ohio
$327K +$21.3K +423 +7%
TA
648
Townsend & Associates
Colorado
$327K +$328K +6,516 New
GA
649
Greytown Advisors
Florida
$321K
AWM
650
Avaii Wealth Management
Wisconsin
$320K -$3.07K -61 -0.9%