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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OP
726
Oath Planning
Oklahoma
$369K +$2.8K +53 +0.8%
PFA
727
Perryman Financial Advisory
Texas
$366K +$132K +2,488 +56%
BIG
728
Brookwood Investment Group
Arizona
$365K
PG
729
Patten Group
Tennessee
$364K -$4.12K -78 -1%
UBS AM
730
UBS AM
Illinois
$363K +$303K +5,726 +483%
MFS
731
Mattson Financial Services
Michigan
$362K +$11.6K +220 +3%
PRP
732
Peak Retirement Planning
Ohio
$360K -$97.2K -1,839 -21%
VPI
733
Value Partners Investments
Manitoba, Canada
$359K
DF
734
Downshift Financial
Colorado
$357K
HWM
735
Hohimer Wealth Management
Washington
$357K -$19.3K -365 -5%
GFM
736
GEN Financial Management
Minnesota
$355K
HCM
737
Highview Capital Management
Illinois
$354K -$1.22K -23 -0.3%
TF
738
Trek Financial
Arizona
$352K +$75.9K +1,436 +27%
ML
739
McAdam LLC
Pennsylvania
$350K -$96.5K -1,825 -21%
TSS
740
Two Sigma Securities
New York
$350K -$1.63M -30,762 -82%
AL
741
Aspiriant LLC
California
$347K -$7.93K -150 -2%
RBWA
742
RFG - Bristol Wealth Advisors
Massachusetts
$346K -$19.2K -364 -5%
SCM
743
Seascape Capital Management
New Hampshire
$345K
WB
744
Webster Bank
Connecticut
$342K +$33.1K +626 +11%
OWP
745
Obermeyer Wealth Partners
Colorado
$338K +$8.35K +158 +3%
BPAMU
746
BTG Pactual Asset Management US
New York
$337K
SFG
747
Seamount Financial Group
Colorado
$336K +$69.5K +1,315 +26%
TCIIS
748
TIAA-CREF Individual & Institutional Services
New York
$336K +$338K +6,389 New
SEIA
749
Signature Estate & Investment Advisors
California
$335K -$108K -2,038 -24%
HWA
750
Heartwood Wealth Advisors
Virginia
$335K +$7.93K +150 +2%