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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
776
Pinnacle Wealth Planning Services
Ohio
$293K – – –
OCM
777
Orleans Capital Management
Louisiana
$292K – – –
GWP
778
Gateway Wealth Partners
Wisconsin
$291K +$293K +5,542 New
WDC
779
Woodward Diversified Capital
California
$290K -$28.6K -542 -9%
TIP
780
Tandem Investment Partners
New Jersey
$290K +$21K +398 +8%
SWGC
781
Summit Wealth Group (Colorado)
Colorado
$290K +$292K +5,521 New
Squarepoint
782
Squarepoint
New York
$290K +$291K +5,512 New
WWC
783
Waypoint Wealth Counsel
Georgia
$288K – – –
Cresset Asset Management
784
Cresset Asset Management
Illinois
$288K -$185K -3,496 -39%
EAM
785
Evanson Asset Management
California
$288K +$2.17K +41 +0.8%
CVA
786
Central Valley Advisors
California
$287K +$289K +5,465 New
TCM
787
TD Capital Management
Tennessee
$286K – – –
OWM
788
Orca Wealth Management
Florida
$286K +$288K +5,444 New
BCA
789
Bayshore Capital Advisors
Florida
$282K – – –
AGWCA
790
Annis Gardner Whiting Capital Advisors
Florida
$281K +$36.2K +684 +15%
SAM
791
Seelaus Asset Management
New Jersey
$280K -$64.7K -1,224 -19%
Focus Partners Advisor Solutions
792
Focus Partners Advisor Solutions
Missouri
$279K -$615K -11,636 -69%
IIC
793
Integrated Investment Consultants
Michigan
$278K -$8.99K -170 -3%
PIA
794
Panoramic Investment Advisors
Colorado
$277K -$9.04K -171 -3%
IP
795
Ignite Planners
California
$276K – – –
PTC
796
Private Trust Company
Ohio
$276K +$196K +3,707 +241%
Journey Strategic Wealth
797
Journey Strategic Wealth
New Jersey
$275K +$277K +5,240 New
CWMK
798
Caliber Wealth Management (Kansas)
Kansas
$274K – – –
SFPG
799
Stonebridge Financial Planning Group
Florida
$274K +$276K +5,217 New
CWM
800
C2C Wealth Management
Arizona
$273K – – –