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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$51.1M +$7.91M +143,851 +18%
AAMC
52
Asset Allocation & Management Company
Illinois
$50.2M
AFG
53
Arkansas Financial Group
Arkansas
$48.3M +$2.88M +52,404 +6%
TLFA
54
True Link Financial Advisors
California
$45.4M +$45.2M +822,223 New
SRC
55
Shufro Rose & Co
New York
$44M +$37.4M +679,674 +575%
OWP
56
Obermeyer Wealth Partners
Colorado
$40.8M +$5.1M +92,735 +14%
AWM
57
AE Wealth Management
Kansas
$39.9M +$8.53M +155,115 +27%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$39.6M +$180K +3,280 +0.5%
CTB
59
Country Trust Bank
Illinois
$39.5M -$17M -309,754 -30%
RMDI
60
R.M. Davis Inc
Maine
$38.7M +$12.3M +224,318 +47%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$38.2M -$168K -3,048 -0.4%
DCM
62
Davidson Capital Management
Texas
$37.9M +$326K +5,937 +0.9%
5L
63
55I LLC
Massachusetts
$36.3M +$14.4M +261,047 +66%
BMM
64
Buffington Mohr McNeal
Idaho
$36.2M +$4.51M +82,010 +14%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$36.1M -$2.19M -39,857 -6%
FG
66
Fiduciary Group
Georgia
$35.6M -$1.24M -22,549 -3%
SS
67
Simplicity Solutions
Minnesota
$33.7M +$3.58M +65,092 +12%
BRWA
68
B. Riley Wealth Advisors
Florida
$33.5M +$2.07M +37,709 +7%
HighTower Advisors
69
HighTower Advisors
Illinois
$30.7M +$12.2M +222,588 +67%
UCFA
70
United Capital Financial Advisors
Texas
$29.8M -$692K -12,585 -2%
FEG
71
Fund Evaluation Group
Ohio
$28.7M +$19.9M +362,760 +231%
NAM
72
Nationwide Asset Management
Ohio
$28.6M
MG
73
Mather Group
Illinois
$28.3M +$2.45M +44,528 +10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
74
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27.6M +$27.5M +500,000 New
TH
75
TCTC Holdings
Texas
$27.1M +$1.23M +22,406 +5%