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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
651
Patriot Financial Group Insurance Agency
Massachusetts
$519K +$254K +4,796 +94%
WAS
652
Wealth Advisory Solutions
Indiana
$518K -$3.17K -60 -0.6%
Luther King Capital Management (LKCM)
653
Luther King Capital Management (LKCM)
Texas
$516K
FUBT
654
First United Bank & Trust
Maryland
$514K +$115K +2,182 +29%
Ninety One (UK)
655
Ninety One (UK)
United Kingdom
$503K
BF
656
Brucke Financial
Indiana
$501K +$62.7K +1,186 +14%
LOWM
657
Laurel Oak Wealth Management
New Jersey
$500K -$51K -965 -9%
EI
658
EFG International
$498K +$280K +5,300 +127%
CP
659
Clarendon Private
Massachusetts
$497K +$22.8K +431 +5%
PWMA
660
Pension & Wealth Management Advisors
Massachusetts
$493K -$53.9K -1,019 -10%
AIM
661
Advyzon Investment Management
Illinois
$489K +$234K +4,428 +91%
MPW
662
MA Private Wealth
California
$486K -$40K -757 -8%
BHWM
663
Beaird Harris Wealth Management
Texas
$486K +$264 +5 +0.1%
WIM
664
Wiregrass Investment Management
Georgia
$484K
ATC
665
Argent Trust Co
Tennessee
$482K +$485K +9,170 New
National Bank of Canada
666
National Bank of Canada
Quebec, Canada
$482K -$2.32M -43,957 -83%
AAMC
667
Asset Allocation & Management Company
Illinois
$480K
PFM
668
Phillips Financial Management
Indiana
$479K -$159K -3,016 -25%
CA
669
CGN Advisors
Kansas
$478K +$89.5K +1,693 +23%
AFA
670
American Financial Advisors
Georgia
$478K -$42.3K -801 -8%
GWA
671
Genesis Wealth Advisors
Massachusetts
$477K -$1.59K -30 -0.3%
NW
672
NewEdge Wealth
Pennsylvania
$476K -$115K -2,180 -19%
CTWM
673
Cherry Tree Wealth Management
Minnesota
$476K +$2.48K +47 +0.5%
CFB
674
Cullen/Frost Bankers
Texas
$473K +$411K +7,769 +631%
BWM
675
BankPlus Wealth Management
Mississippi
$468K +$122K +2,311 +35%