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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWG
701
Altus Wealth Group
Colorado
$292K +$290K +5,865 New
AF
702
Advisornet Financial
Minnesota
$289K +$112K +2,269 +64%
FAFN
703
First Affirmative Financial Network
Colorado
$287K -$57.1K -1,153 -17%
CA
704
Crewe Advisors
Utah
$287K +$1.73K +35 +0.6%
CWM
705
Congress Wealth Management
Massachusetts
$286K -$28.7K -580 -9%
WPC
706
Waters Parkerson & Co
Louisiana
$286K -$23.5K -475 -8%
AAM
707
Advisors Asset Management
Colorado
$285K -$87.7K -1,771 -24%
Lido Advisors
708
Lido Advisors
California
$284K +$46.7K +943 +20%
SGK
709
Steigerwald Gordon & Koch
Virginia
$282K +$281K +5,669 New
BBA
710
BLB&B Advisors
Pennsylvania
$281K
FMWA
711
Forvis Mazars Wealth Advisors
Missouri
$277K -$1.63K -33 -0.6%
W
712
WealthOne
New York
$277K +$33.5K +677 +14%
PCM
713
Parsons Capital Management
Rhode Island
$276K +$55.9K +1,130 +26%
WEG
714
World Equity Group
Illinois
$273K +$271K +5,477 New
BLC
715
Brown, Lisle/Cummings
Rhode Island
$273K -$34.7K -700 -11%
WP
716
WealthShield Partners
North Carolina
$271K +$50.2K +1,014 +23%
IP
717
Ignite Planners
California
$269K -$203K -4,101 -43%
SW
718
SlateStone Wealth
Florida
$268K -$139K -2,813 -34%
VWA
719
Visionary Wealth Advisors
Illinois
$267K +$265K +5,362 New
FPCP
720
Fort Point Capital Partners
California
$264K +$262K +5,290 New
CWM
721
Centurion Wealth Management
Virginia
$263K +$262K +5,282 New
MC
722
Montag & Caldwell
Georgia
$262K
AAS
723
Ameritas Advisory Services
Nebraska
$261K -$463K -9,349 -64%
CAM
724
Cresset Asset Management
Illinois
$260K
GJIA
725
Glass Jacobson Investment Advisors
Maryland
$259K +$258K +5,207 New