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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
751
Empirical Wealth Management
Washington
$223K -$6.53K -130 -3%
CTA
752
Colonial Trust Advisors
South Carolina
$223K
WI
753
Wintrust Investments
Illinois
$222K -$3.21K -64 -1%
FP
754
Financial Perspectives
Minnesota
$222K -$2.01K -40 -0.9%
LNB
755
Ledyard National Bank
$221K -$92K -1,832 -30%
MW
756
Marcum Wealth
Ohio
$219K +$215K +4,277 New
VST
757
Van Strum & Towne
California
$218K +$214K +4,260 New
LEFP
758
Leading Edge Financial Planning
Tennessee
$215K -$220K -4,388 -51%
PWLP
759
Prio Wealth Limited Partnership
Massachusetts
$213K -$169K -3,375 -45%
CL
760
CIM LLC
New York
$213K +$209K +4,170 New
WB
761
Webster Bank
Connecticut
$213K
JBA
762
Johnson Bixby & Associates
Washington
$213K +$208K +4,150 New
HIS
763
Horizon Investment Services
Indiana
$212K -$7.53K -150 -3%
CGFA
764
Colton Groome Financial Advisors
North Carolina
$212K +$207K +4,125 New
SAF
765
Smith Anglin Financial
Texas
$210K +$2.51K +50 +1%
SXL
766
Summit X LLC
Missouri
$208K +$101K +2,018 New
MCM
767
Mattern Capital Management
Colorado
$208K -$46.9K -933 -19%
IIM
768
Ipswich Investment Management
Massachusetts
$205K -$75.3K -1,500 -27%
MCA
769
Martin Capital Advisors
Texas
$203K +$199K +3,960 New
FHWM
770
Fox Hill Wealth Management
Massachusetts
$200K +$196K +3,902 New
PB
771
Pinnacle Bancorp
Nebraska
$197K -$35.8K -713 -16%
CBC
772
Coombe, Bender & Co
New York
$197K +$193K +3,834 New
APCM
773
Alaska Permanent Capital Management
Alaska
$192K
CA
774
Crewe Advisors
Utah
$186K -$7.48K -149 -4%
PTC
775
Private Trust Company
Ohio
$185K +$9.54K +190 +6%