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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
851
Red Lighthouse Investment Management
New York
$73K -$4.26K -82 -5%
FNWM
852
Financial Network Wealth Management
Utah
$68K +$68.3K +1,313 New
LWCFA
853
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66.2K
SNB
854
Security National Bank
Nebraska
$65.2K
BWL
855
Bogart Wealth LLC
Virginia
$64.9K
VWM
856
Valley Wealth Managers
New Jersey
$64.7K +$25.2K +485 +65%
FFA
857
Founders Financial Alliance
North Carolina
$62K -$18.4K -354 -23%
HI
858
Horizon Investments
North Carolina
$59.6K
SSB
859
Sandy Spring Bank
Maryland
$59.2K
FCMT
860
Founders Capital Management (Texas)
Texas
$54.5K
NEWAS
861
N.E.W. Advisory Services
Wisconsin
$52.2K +$51.8K +997 New
FM
862
Family Management
New York
$51.7K -$17.7M -341,157 -100%
CWM
863
Copia Wealth Management
Oregon
$50.9K
T
864
Tidemark
California
$49.6K
ADL
865
Asset Dedication LLC
California
$46.4K +$46.1K +886 New
IBOK
866
Independence Bank of Kentucky
Kentucky
$45.2K
CCM
867
Coldstream Capital Management
Washington
$44.7K +$44.3K +853 New
TIM
868
Thompson Investment Management
Wisconsin
$43.5K
MIFH
869
Migdal Insurance & Financial Holdings
Israel
$43K
KSB
870
Kennebec Savings Bank
Maine
$42.4K
BC
871
Barrett & Company
Rhode Island
$41.9K
DWM
872
Darwin Wealth Management
Florida
$41.8K
HT
873
Headlands Technologies
Illinois
$40.8K -$194K -3,741 -83%
HR
874
Howe & Rusling
New York
$38.3K +$38K +731 New
BIA
875
Bell Investment Advisors
California
$37.3K