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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
MTC Wealth Management
Florida
$12.5M -$407K -7,791 -3%
FCM
152
Fortis Capital Management
Washington
$12.1M -$1.02M -19,599 -8%
BCI
153
Brinker Capital Investments
Pennsylvania
$12.1M -$315K -6,023 -3%
BWP
154
Bernardo Wealth Planning
Pennsylvania
$12M +$246K +4,700 +2%
CT
155
Caldwell Trust
Florida
$12M +$611K +11,704 +5%
BWA
156
BlueSky Wealth Advisors
North Carolina
$11.8M -$977K -18,700 -8%
Citigroup
157
Citigroup
New York
$11.6M -$1.48M -28,284 -11%
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$11.4M +$3.11M +59,491 +38%
B
159
Bailard
California
$11.4M +$2.57M +49,156 +30%
CL
160
Choreo LLC
Illinois
$11.3M +$357K +6,827 +3%
AWM
161
Avior Wealth Management
Nebraska
$11.3M -$274K -5,254 -2%
PA
162
Procyon Advisors
Connecticut
$11.2M -$17.6M -336,142 -61%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$11.2M +$1.83M +34,987 +20%
BDF
164
Black Diamond Financial
Maryland
$11.1M -$1.64M -31,392 -13%
Franklin Resources
165
Franklin Resources
California
$10.8M -$2.51M -48,065 -19%
HCM
166
Hall Capital Management
Rhode Island
$10.8M +$599K +11,466 +6%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$10.8M +$615K +11,769 +6%
JIR
168
James Investment Research
Ohio
$10.6M -$362K -6,932 -3%
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$10.6M +$143K +2,730 +1%
GIO
170
Galilei Investment Office
United Kingdom
$10.5M +$957K +18,324 +10%
PAG
171
Powers Advisory Group
Illinois
$10.5M +$115K +2,210 +1%
LFG
172
Larson Financial Group
Missouri
$10.4M -$724K -13,862 -7%
PFPT
173
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.2M -$743K -14,219 -7%
AFG
174
ABLE Financial Group
Arizona
$10.1M +$559K +10,691 +6%
PIMG
175
Patriot Investment Management Group
Tennessee
$10.1M -$339K -6,480 -3%