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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
901
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67.4K – – –
MW
902
Merited Wealth
Florida
$66.6K +$66.7K +1,260 New
SNB
903
Security National Bank
Nebraska
$65.8K – – –
BWL
904
Bogart Wealth LLC
Virginia
$65.5K – – –
CFB
905
Cullen/Frost Bankers
Texas
$65.1K +$65.2K +1,231 New
BA
906
Bard Associates
Illinois
$62.8K +$62.8K +1,187 New
UBS AM
907
UBS AM
Illinois
$62.7K +$62.7K +1,185 New
AUB
908
Atlantic Union Bankshares
Virginia
$61.4K +$900 +17 +1%
FFA
909
Founders Financial Alliance
North Carolina
$59.6K +$265 +5 +0.4%
TIM
910
Thompson Investment Management
Wisconsin
$58.8K +$14.8K +280 +34%
VWM
911
Valley Wealth Managers
New Jersey
$58.4K +$7.46K +141 +15%
AFC
912
Ares Financial Consulting
California
$58K +$58K +1,096 New
AWM
913
Abound Wealth Management
Tennessee
$57.3K +$847 +16 +1%
FCMT
914
Founders Capital Management (Texas)
Texas
$55K – – –
MAS
915
MPWM Advisory Solutions
Georgia
$53.7K +$52.9K +1,000 +6,250%
HWP
916
Highline Wealth Partners
California
$53.3K – – –
NEWAS
917
N.E.W. Advisory Services
Wisconsin
$52.7K – – –
RP
918
Rice Partnership
Hawaii
$51.8K -$57.6K -1,088 -53%
KFI
919
Key Financial Inc
Pennsylvania
$51.8K -$19K -359 -27%
KFA
920
Kelleher Financial Advisors
New York
$50.8K – – –
BNA
921
BankChampaign National Association
Illinois
$50.3K +$122K +2,302 New
T
922
Tidemark
California
$50.1K -$12.9K -244 -20%
SS
923
SBI Securities
Japan
$48.6K +$2.22K +42 +5%
FPB
924
First PREMIER Bank
South Dakota
$48K – – –
PAI
925
Pittenger & Anderson Inc
Nebraska
$47K +$47K +888 New