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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
651
Forteris Wealth Management
New York
$526K +$4.98K +95 +1%
GT
652
Glenview Trust
Kentucky
$522K +$523K +9,969 New
SWP
653
Sagespring Wealth Partners
Tennessee
$522K -$46.6K -889 -8%
Asset Management One
654
Asset Management One
Japan
$513K +$514K +9,797 New
LOWM
655
Laurel Oak Wealth Management
New Jersey
$507K +$7.86K +150 +2%
CFB
656
Cullen/Frost Bankers
Texas
$506K +$34.6K +661 +7%
RWP
657
RWA Wealth Partners
Massachusetts
$505K +$49.8K +950 +11%
WAS
658
Wealth Advisory Solutions
Indiana
$505K -$11.5K -219 -2%
HWM
659
HB Wealth Management
Georgia
$504K -$170K -3,250 -25%
NS
660
NBC Securities
Alabama
$504K -$17.4K -331 -3%
CP
661
Clarendon Private
Massachusetts
$504K +$8.54K +163 +2%
Luther King Capital Management (LKCM)
662
Luther King Capital Management (LKCM)
Texas
$498K
I
663
INVST
Indiana
$496K +$113K +2,153 +29%
SCTC
664
Sanibel Captiva Trust Company
Florida
$495K +$174K +3,328 +54%
HI
665
Harbour Investments
Wisconsin
$489K -$109K -2,079 -18%
WS
666
Wedbush Securities
California
$489K -$104K -1,987 -18%
CWP
667
Cyndeo Wealth Partners
Florida
$489K -$59.6K -1,137 -11%
BHWM
668
Beaird Harris Wealth Management
Texas
$485K +$419 +8 +0.1%
WIM
669
Wiregrass Investment Management
Georgia
$482K
PWMA
670
Pension & Wealth Management Advisors
Massachusetts
$481K -$10.7K -204 -2%
AAMC
671
Asset Allocation & Management Company
Illinois
$479K
CA
672
CGN Advisors
Kansas
$477K
CWP
673
CFM Wealth Partners
Texas
$475K +$41.1K +785 +9%
GWA
674
Genesis Wealth Advisors
Massachusetts
$475K -$1.05K -20 -0.2%
BWP
675
Burling Wealth Partners
Illinois
$474K +$29.4K +560 +7%