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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
826
Defined Wealth Management
Oregon
$55K +$55K +1,000 New
BWP
827
Baldwin Wealth Partners
Massachusetts
$52K
MPCG
828
Matrix Private Capital Group
New York
$52K
SSB
829
Sandy Spring Bank
Maryland
$49K +$165 +3 +0.3%
BW
830
Bison Wealth
Georgia
$49K +$10.8K +196 +28%
IBOK
831
Independence Bank of Kentucky
Kentucky
$48K
LS
832
Leelyn Smith
Illinois
$44K -$467K -8,487 -91%
FEG
833
Financial Enhancement Group
Indiana
$44K
JWM
834
Janiczek Wealth Management
Colorado
$43K +$43.2K +785 New
JAM
835
JCIC Asset Management
Ontario, Canada
$40K
Jones Financial Companies
836
Jones Financial Companies
Missouri
$40K +$39.9K +725 New
MA
837
Montag & Associates
Georgia
$34K +$34.1K +620 New
HWA
838
HCR Wealth Advisors
California
$33K
JFA
839
JNBA Financial Advisors
Minnesota
$33K
PP
840
Pacifica Partners
Canada
$33K
FCB
841
First Command Bank
Texas
$33K +$33K +600 New
FCFS
842
First Command Financial Services
Texas
$33K +$33K +600 New
GA
843
GoalVest Advisory
New York
$32K +$31.4K +572 New
HDIM
844
Hanson & Doremus Investment Management
Vermont
$31K
WEC
845
Winslow Evans & Crocker
Massachusetts
$29K +$28.8K +524 New
HFA
846
Hoover Financial Advisors
Pennsylvania
$28K
FWM
847
Focused Wealth Management
New York
$27K
GI
848
Gradient Investments
Minnesota
$27K
ME
849
McIlrath & Eck
Washington
$27K
JPLA
850
Joseph P. Lucia & Associates
New York
$27K +$26.7K +485 New