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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
851
McClarren Financial Advisors
Pennsylvania
$76K +$8.16K +157 New
RLIM
852
Red Lighthouse Investment Management
New York
$73K -$4.26K -82 -5%
FNWM
853
Financial Network Wealth Management
Utah
$68K +$68.3K +1,313 New
Loring Wolcott & Coolidge Fiduciary Advisors
854
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66.2K – – –
SNB
855
Security National Bank
Nebraska
$65.2K – – –
Bogart Wealth LLC
856
Bogart Wealth LLC
Virginia
$64.9K – – –
VWM
857
Valley Wealth Managers
New Jersey
$64.7K +$25.2K +485 +65%
FFA
858
Founders Financial Alliance
North Carolina
$62K -$18.4K -354 -23%
Horizon Investments
859
Horizon Investments
North Carolina
$59.6K – – –
SSB
860
Sandy Spring Bank
Maryland
$59.2K – – –
FCMT
861
Founders Capital Management (Texas)
Texas
$54.5K – – –
NEWAS
862
N.E.W. Advisory Services
Wisconsin
$52.2K +$51.8K +997 New
FM
863
Family Management
New York
$51.7K -$17.7M -341,157 -100%
CWM
864
Copia Wealth Management
Oregon
$50.9K – – –
T
865
Tidemark
California
$49.6K – – –
ADL
866
Asset Dedication LLC
California
$46.4K +$46.1K +886 New
IBOK
867
Independence Bank of Kentucky
Kentucky
$45.2K – – –
Coldstream Capital Management
868
Coldstream Capital Management
Washington
$44.7K +$44.3K +853 New
TIM
869
Thompson Investment Management
Wisconsin
$43.5K – – –
Migdal Insurance & Financial Holdings
870
Migdal Insurance & Financial Holdings
Israel
$43K – – –
KSB
871
Kennebec Savings Bank
Maine
$42.4K – – –
BC
872
Barrett & Company
Rhode Island
$41.9K – – –
DWM
873
Darwin Wealth Management
Florida
$41.8K – – –
HT
874
Headlands Technologies
Illinois
$40.8K -$194K -3,741 -83%
HR
875
Howe & Rusling
New York
$38.3K +$38K +731 New