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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Simplicity Solutions
976
Simplicity Solutions
Minnesota
– -$675K -12,361 Closed
SXL
977
Summit X LLC
Missouri
– -$671K -12,247 Closed
Robertson Stephens Wealth Management
978
Robertson Stephens Wealth Management
California
– -$608K -11,140 Closed
Global Retirement Partners
979
Global Retirement Partners
California
– -$597K -10,918 Closed
TFA
980
Tranquilli Financial Advisor
New Jersey
– -$588K -10,763 Closed
CIAS
981
CFS Investment Advisory Services
New Jersey
– -$574K -10,502 Closed
AIG
982
American International Group
New York
– -$546K -10,000 Closed
TWM
983
Trinity Wealth Management
Pennsylvania
– -$495K -9,051 Closed
HIP
984
Harrell Investment Partners
Texas
– -$483K -8,837 Closed
SIM
985
Stratos Investment Management
Ohio
– -$470K -8,600 Closed
FHC
986
First Heartland Consultants
Missouri
– -$463K -8,475 Closed
HIM
987
Hanlon Investment Management
New Jersey
– -$432K -7,906 Closed
LA
988
Latitude Advisors
Florida
– -$410K -7,504 Closed
IWS
989
Insight Wealth Strategies
California
– -$410K -7,503 Closed
Principal Financial Group
990
Principal Financial Group
Iowa
– -$405K -7,414 Closed
WCF
991
West Coast Financial
California
– -$387K -7,074 Closed
HCM
992
Hengehold Capital Management
Ohio
– -$373K -6,824 Closed
KCA
993
Karn Couzens & Associates
Connecticut
– -$369K -6,756 Closed
PP
994
Palladium Partners
Virginia
– -$322K -5,887 Closed
BFA
995
Beacon Financial Advisory
Ohio
– -$306K -5,597 Closed
WA
996
Wealth Alliance
New York
– -$305K -5,585 Closed
Focus Financial Network
997
Focus Financial Network
Minnesota
– -$297K -5,440 Closed
Nicholas Hoffman & Company
998
Nicholas Hoffman & Company
Georgia
– -$275K -5,041 Closed
WA
999
Wealth Architects
California
– -$269K -4,926 Closed
RIG
1000
Roosevelt Investment Group
New York
– -$263K -4,813 Closed