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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
851
EPG Wealth Management
Georgia
$46K +$46.6K +851 New
FEG
852
Financial Enhancement Group
Indiana
$44K
IFAM
853
Institutional & Family Asset Management
Colorado
$43K +$164 +3 +0.4%
HWM
854
HighMark Wealth Management
Minnesota
$43K +$11.5K +210 +36%
PCH
855
PGIM Custom Harvest
New Jersey
$40K
AIM
856
Astor Investment Management
Illinois
$39K +$55 +1 +0.1%
MHR
857
Matthew Hamilton Rosenberg
$39K +$8K +146 +26%
RFA
858
Reilly Financial Advisors
California
$38K +$28.3K +516 +276%
BWL
859
Bogart Wealth LLC
Virginia
$36K -$42K -767 -54%
JFA
860
JNBA Financial Advisors
Minnesota
$33K
PP
861
Pacifica Partners
Canada
$33K
CHC
862
City Holding Co
West Virginia
$31K -$6.85K -125 -18%
MA
863
Montag & Associates
Georgia
$31K -$2.74K -50 -8%
CFD
864
Creative Financial Designs
Indiana
$31K +$55 +1 +0.2%
RVM
865
Robinson Value Management
Texas
$30K
HDIM
866
Hanson & Doremus Investment Management
Vermont
$29K -$1.97K -36 -6%
SAM
867
S.A. Mason
Michigan
$29K
FWM
868
Focused Wealth Management
New York
$27K
ME
869
McIlrath & Eck
Washington
$27K
SIS
870
Sound Income Strategies
Florida
$27K +$15.4K +282 +128%
CWC
871
Carolinas Wealth Consulting
North Carolina
$25K +$110 +2 +0.4%
EW
872
Evoke Wealth
California
$25K +$25.2K +460 New
ODG
873
O'Dell Group
Ohio
$24K +$24.1K +440 New
AWM
874
Accel Wealth Management
Iowa
$23K -$31.8K -581 -58%
ICM
875
Islay Capital Management
Texas
$22K