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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Sanibel Captiva Trust Company
751
Sanibel Captiva Trust Company
Florida
$313K +$49K +926 +19%
5NPW
752
55 North Private Wealth
Florida
$311K +$311K +5,879 New
WB
753
Webster Bank
Connecticut
$311K +$29K +547 +10%
LA
754
Lifeworks Advisors
Michigan
$308K +$1.27K +24 +0.4%
HPM
755
Hoxton Planning & Management
West Virginia
$307K – – –
IEQ Capital
756
IEQ Capital
California
$306K – – –
GFWA
757
Grey Fox Wealth Advisors
Delaware
$303K -$423K -7,996 -58%
Americana Partners
758
Americana Partners
Texas
$303K +$19.8K +374 +7%
Bessemer Group
759
Bessemer Group
New Jersey
$302K -$744K -14,060 -71%
PFBT
760
Parkside Financial Bank & Trust
Missouri
$302K – – –
WMA
761
West Michigan Advisors
Michigan
$302K -$25.5K -482 -8%
Foundations Investment Advisors
762
Foundations Investment Advisors
Arizona
$300K +$55.1K +1,041 +22%
WW
763
Westshore Wealth
California
$300K +$300K +5,674 New
TWM
764
Tanager Wealth Management
United Kingdom
$299K +$299K +5,651 New
Belpointe Asset Management
765
Belpointe Asset Management
Nevada
$298K -$1.27M -23,902 -81%
FCA
766
Fortis Capital Advisors
Kansas
$298K +$25.8K +487 +9%
IPW
767
Intergy Private Wealth
Colorado
$297K -$53 -1 -0%
CVM
768
Cheviot Value Management
California
$297K – – –
PWPS
769
Pinnacle Wealth Planning Services
Ohio
$295K -$291K -5,500 -50%
JLBC
770
J.L. Bainbridge & Co
Florida
$294K – – –
OCM
771
Orleans Capital Management
Louisiana
$294K +$10.6K +200 +4%
CC
772
Clearwave Capital
California
$294K +$294K +5,557 New
WWC
773
Waypoint Wealth Counsel
Georgia
$290K – – –
GFG
774
Goldstone Financial Group
Illinois
$290K – – –
TA
775
Townsend & Associates
Colorado
$289K -$4.98K -94 -2%