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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Choate Investment Advisors
726
Choate Investment Advisors
Massachusetts
$371K +$2.17K +41 +0.6%
OP
727
Oath Planning
Oklahoma
$369K +$2.8K +53 +0.8%
PFA
728
Perryman Financial Advisory
Texas
$366K +$132K +2,488 +56%
BIG
729
Brookwood Investment Group
Arizona
$365K – – –
PG
730
Patten Group
Tennessee
$364K -$4.12K -78 -1%
UBS AM
731
UBS AM
Illinois
$363K +$303K +5,726 +483%
MFS
732
Mattson Financial Services
Michigan
$362K +$11.6K +220 +3%
PRP
733
Peak Retirement Planning
Ohio
$360K -$97.2K -1,839 -21%
VPI
734
Value Partners Investments
Manitoba, Canada
$359K – – –
DF
735
Downshift Financial
Colorado
$357K – – –
HWM
736
Hohimer Wealth Management
Washington
$357K -$19.3K -365 -5%
GFM
737
GEN Financial Management
Minnesota
$355K – – –
HCM
738
Highview Capital Management
Illinois
$354K -$1.22K -23 -0.3%
TF
739
Trek Financial
Arizona
$352K +$75.9K +1,436 +27%
ML
740
McAdam LLC
Pennsylvania
$350K -$96.5K -1,825 -21%
TSS
741
Two Sigma Securities
New York
$350K -$1.63M -30,762 -82%
Aspiriant LLC
742
Aspiriant LLC
California
$347K -$7.93K -150 -2%
RBWA
743
RFG - Bristol Wealth Advisors
Massachusetts
$346K -$19.2K -364 -5%
SCM
744
Seascape Capital Management
New Hampshire
$345K – – –
WB
745
Webster Bank
Connecticut
$342K +$33.1K +626 +11%
Obermeyer Wealth Partners
746
Obermeyer Wealth Partners
Colorado
$338K +$8.35K +158 +3%
BPAMU
747
BTG Pactual Asset Management US
New York
$337K – – –
SFG
748
Seamount Financial Group
Colorado
$336K +$69.5K +1,315 +26%
TIAA-CREF Individual & Institutional Services
749
TIAA-CREF Individual & Institutional Services
New York
$336K +$338K +6,389 New
Signature Estate & Investment Advisors
750
Signature Estate & Investment Advisors
California
$335K -$108K -2,038 -24%