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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ML
751
McAdam LLC
Pennsylvania
$214K +$213K +4,240 New
SignatureFD
752
SignatureFD
Georgia
$212K +$30.1K +600 +17%
BLC
753
Brown, Lisle/Cummings
Rhode Island
$211K -$65.3K -1,300 -24%
Veritable
754
Veritable
Delaware
$210K – – –
AOWM
755
Alpha Omega Wealth Management
Virginia
$209K – – –
Kestra Private Wealth Services
756
Kestra Private Wealth Services
Texas
$209K +$2.66K +53 +1%
Advisors Asset Management
757
Advisors Asset Management
Colorado
$206K -$82.5K -1,644 -29%
DP
758
Dearborn Partners
Illinois
$206K – – –
WB
759
Webster Bank
Connecticut
$205K -$50.2K -999 -20%
Smith Salley Wealth Management
760
Smith Salley Wealth Management
North Carolina
$204K -$113K -2,260 -36%
CA
761
Centerpoint Advisors
Massachusetts
$203K +$202K +4,025 New
CM
762
Columbus Macro
Pennsylvania
$202K -$370K -7,366 -65%
Azimuth Capital Investment Management
763
Azimuth Capital Investment Management
Michigan
$202K +$201K +4,000 New
SAF
764
Smith Anglin Financial
Texas
$202K +$200K +3,989 New
MCA
765
Martin Capital Advisors
Texas
$200K -$10K -200 -5%
PB
766
Pinnacle Bancorp
Nebraska
$198K +$8.38K +167 +4%
APCM
767
Alaska Permanent Capital Management
Alaska
$190K – – –
WP
768
WealthShield Partners
North Carolina
$189K -$84.7K -1,687 -31%
FRA
769
Front Row Advisors
California
$186K – – –
RG
770
Retirement Group
California
$180K -$79.6K -1,586 -31%
CBC
771
Coombe, Bender & Co
New York
$175K +$30.9K +616 +22%
EK
772
Evensky & Katz
Florida
$172K +$803 +16 +0.5%
AIC
773
Archer Investment Corporation
Indiana
$169K – – –
BAM
774
Baldrige Asset Management
Pennsylvania
$149K -$270K -5,384 -65%
PTC
775
Private Trust Company
Ohio
$139K -$31.6K -629 -19%