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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
751
Founders Capital Management (Texas)
Texas
$106K -$944K -18,869 -90%
CWP
752
Concord Wealth Partners
Virginia
$103K +$88.9K +1,776 +623%
Legacy Financial Group (Iowa)
753
Legacy Financial Group (Iowa)
Iowa
$103K +$103K +2,057 New
FFA
754
Farther Finance Advisors
California
$100K +$76.4K +1,528 +315%
CLOS
755
Compagnie Lombard Odier SCmA
Switzerland
$96.7K
CB
756
Community Bank
New York
$94.7K
TFGT
757
TS Financial Group (TSFG)
Illinois
$89K +$150 +3 +0.2%
PR
758
Payden & Rygel
California
$87K -$7.42M -148,404 -99%
PRIG
759
Payden & Rygel Investment Group
California
$87K +$87.4K +1,747 New
PWMG
760
Prestige Wealth Management Group
New Jersey
$86.7K
LWANC
761
Laurel Wealth Advisors (North Carolina)
North Carolina
$85.4K +$750 +15 +0.9%
CSWM
762
Cassady Schiller Wealth Management
Ohio
$84.7K
NFSG
763
Newbridge Financial Services Group
Florida
$84.7K
AA
764
AlphaCentric Advisors
Puerto Rico
$84.2K +$1.2K +24 +1%
ACA
765
Aptus Capital Advisors
Alabama
$73.5K -$143K -2,860 -66%
CSC
766
Caldwell Sutter Capital
California
$71.3K +$27.7K +554 +63%
RLIM
767
Red Lighthouse Investment Management
New York
$70.9K
WCM
768
Wunderlich Capital Managemnt
Tennessee
$69.8K
LFA
769
LGT Financial Advisors
Texas
$68.3K +$500 +10 +0.7%
BTI
770
Blue Trust Inc
Georgia
$68K -$100 -2 -0.1%
GA
771
GoalVest Advisory
New York
$67.8K +$21.3K +426 +46%
VWM
772
Valley Wealth Managers
New Jersey
$67.1K -$137K -2,735 -67%
PCMC
773
Private Capital Management (Colorado)
Colorado
$64.8K
RIA
774
Realta Investment Advisors
Delaware
$63.8K
BWP
775
Baldwin Wealth Partners
Massachusetts
$59.8K