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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WR
26
Watson Rebecca
$5.8M +$1.13M +19,285 +24%
MIFH
27
Migdal Insurance & Financial Holdings
Israel
$5.5M +$110K +1,888 +2%
LWA
28
Lowe Wealth Advisors
Maryland
$5.42M +$591K +10,112 +12%
BFO
29
Biltmore Family Office
North Carolina
$5.37M +$4.8M +82,159 +763%
GEA
30
Glen Eagle Advisors
New Jersey
$5.19M +$2.54M +43,386 +94%
WCWM
31
Wooster Corthell Wealth Management
Connecticut
$5M +$612K +10,478 +14%
Stifel Financial
32
Stifel Financial
Missouri
$4.67M -$95.5M -1,634,004 -95%
SIA
33
SeaBridge Investment Advisors
New Jersey
$4.5M -$21.6K -370 -0.5%
MCG
34
MACRO Consulting Group
New Jersey
$4.4M +$199K +3,399 +5%
MFWM
35
Motley Fool Wealth Management
Virginia
$4.13M +$227K +3,885 +6%
LFASL
36
Lugano Financial Advisors SA (LFA)
Switzerland
$3.63M +$157K +2,682 +4%
RWM
37
RKL Wealth Management
Pennsylvania
$3.41M +$335K +5,723 +11%
AWM
38
AE Wealth Management
Kansas
$3.39M +$3.43M +58,627 New
SS
39
Simplicity Solutions
Minnesota
$3.26M +$3.29M +56,355 New
OL
40
Optas LLC
Texas
$3.06M +$198K +3,391 +7%
BCM
41
Brookstone Capital Management
Illinois
$2.69M +$730K +12,484 +37%
RJA
42
Raymond James & Associates
Florida
$2.64M +$498K +8,519 +23%
FCA
43
FinTrust Capital Advisors
South Carolina
$2.58M -$156K -2,670 -6%
CI
44
Cambiar Investors
Colorado
$2.05M
LWM
45
Laidlaw Wealth Management
New York
$2.02M -$181K -3,101 -8%
AAS
46
Avantax Advisory Services
Texas
$2M +$762K +13,037 +60%
PAG
47
Private Advisor Group
New Jersey
$1.93M +$3.98K +68 +0.2%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.61M -$31.3K -536 -2%
KWA
49
KCS Wealth Advisory
California
$1.6M +$126K +2,159 +8%
GC
50
Guggenheim Capital
Illinois
$1.57M +$736K +12,587 +87%