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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Palisade Capital Management
New Jersey
$53M +$17M +321,501 +47%
DWM
52
Dakota Wealth Management
Florida
$52.1M +$3.63M +68,765 +7%
TPCW
53
TD Private Client Wealth
New York
$51.9M +$9.12M +172,446 +21%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$51.9M -$5.68M -107,500 -10%
GG
55
Greenwood Gearhart
Arkansas
$51.8M +$2.98M +56,469 +6%
BEI
56
Benjamin Edwards Inc
Missouri
$51.6M +$23.5M +443,959 +82%
KAS
57
Kestra Advisory Services
Texas
$50.8M +$35.5M +671,453 +228%
Cerity Partners
58
Cerity Partners
New York
$50M +$3.59M +67,903 +8%
ZIG
59
Zurich Insurance Group
Switzerland
$47M
BSB
60
Bangor Savings Bank
Maine
$45.8M +$1.56M +29,491 +4%
CIC
61
Cutler Investment Counsel
Oregon
$44.8M +$669K +12,649 +2%
FT
62
Fiduciary Trust
Massachusetts
$44.5M -$450K -8,515 -1%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$43.5M +$1.59M +30,034 +4%
RWM
64
Ritholtz Wealth Management
New York
$43.2M +$2.19M +41,367 +5%
RWM
65
Raffa Wealth Management
District of Columbia
$42.7M +$6.31M +119,406 +17%
Pathstone Holdings
66
Pathstone Holdings
New Jersey
$41.6M +$1.44M +27,268 +4%
PP
67
PDS Planning
Ohio
$40.4M +$2.07M +39,127 +5%
SWM
68
Stockman Wealth Management
Montana
$38.7M +$3.25M +61,563 +9%
CCA
69
Clearwater Capital Advisors
Illinois
$38.6M -$1.84M -34,803 -5%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$38.3M +$2.99M +56,581 +8%
NCM
71
Nelson Capital Management
California
$38.1M +$3.4M +64,309 +10%
Osaic Holdings
72
Osaic Holdings
Arizona
$36.2M -$10.2M -193,169 -22%
PA
73
Parallel Advisors
California
$34.5M +$19.5M +369,284 +129%
SF
74
Schaeffer Financial
Maryland
$34.1M +$2.08M +39,332 +6%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$34M +$1.21M +22,939 +4%