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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCA
701
Verdence Capital Advisors
Maryland
$360K
BFA
702
Beacon Financial Advisory
Ohio
$357K -$354K -6,454 -50%
KCA
703
Karn Couzens & Associates
Connecticut
$355K -$12.8K -234 -3%
SVWAG
704
Sound View Wealth Advisors Group
Georgia
$354K
NEWAS
705
N.E.W. Advisory Services
Wisconsin
$353K -$89.9K -1,637 -20%
SWPG
706
Strategic Wealth Partners Group
Illinois
$353K -$19.8K -361 -5%
RF
707
RHS Financial
California
$353K +$111K +2,026 +46%
IFG
708
Independent Financial Group
California
$346K -$507K -9,238 -59%
GBT
709
Grove Bank & Trust
Florida
$344K
FC
710
Fusion Capital
South Carolina
$339K +$34.4K +626 +11%
RFN
711
RDA Financial Network
Iowa
$338K +$7.8K +142 +2%
TPCW
712
TD Private Client Wealth
New York
$331K +$4.56K +83 +1%
BAM
713
Belpointe Asset Management
Nevada
$330K -$955K -17,393 -74%
CSIA
714
Charles Schwab Investment Advisory
California
$330K +$102K +1,859 +44%
EWM
715
Evermay Wealth Management
Virginia
$317K
EL
716
EQ LLC
Washington
$316K -$12.8K -234 -4%
ClearBridge Investments
717
ClearBridge Investments
New York
$316K -$6.42K -117 -2%
PFGIA
718
Patriot Financial Group Insurance Agency
Massachusetts
$313K -$1.26M -22,889 -80%
BFS
719
Bickling Financial Services
Massachusetts
$312K -$26.3K -479 -8%
KIG
720
Kowal Investment Group
Wisconsin
$310K +$55.2K +1,005 +22%
GWCM
721
Godshalk Welsh Capital Management
Pennsylvania
$309K
PFO
722
Pathstone Family Office
New Jersey
$308K -$124K -2,250 -29%
KM
723
Kalos Management
Georgia
$306K +$307K +5,593 New
LWAC
724
Laurel Wealth Advisors (California)
California
$304K +$2.42K +44 +0.8%
GIA
725
Goodwin Investment Advisory
Georgia
$300K -$18.9K -344 -6%