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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
26
Wooster Corthell Wealth Management
Connecticut
$8.13M -$1.37M -28,475 -15%
CGFA
27
Colton Groome Financial Advisors
North Carolina
$7.6M -$147K -3,057 -2%
RWM
28
RKL Wealth Management
Pennsylvania
$7.58M -$117K -2,424 -2%
SIAM
29
Sterling Investment Advisors (Missouri)
Missouri
$7.54M +$457K +9,472 +7%
FWM
30
Fonville Wealth Management
Virginia
$7.08M +$2.05M +42,476 +42%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$6.59M +$5.17M +107,084 +396%
CAAM
32
Cornerstone Advisors Asset Management
Pennsylvania
$6.46M
IAN
33
Integrated Advisors Network
Texas
$6.08M -$18.2K -378 -0.3%
IWC
34
Integrated Wealth Concepts
Massachusetts
$6.04M +$484K +10,036 +9%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$5.78M +$4.82K +100 +0.1%
AAS
36
Ameritas Advisory Services
Nebraska
$5.08M -$2.5M -51,789 -33%
BlackRock
37
BlackRock
New York
$4.79M +$4.65M +96,323 +8,701%
KFS
38
Kelly Financial Services
Massachusetts
$4.53M +$1.32M +27,266 +42%
LFASL
39
Lugano Financial Advisors SA (LFA)
Switzerland
$4.37M +$226K +4,683 +6%
Nomura Asset Management
40
Nomura Asset Management
Japan
$4.22M
NAM
41
NorthCrest Asset Manangement
Minnesota
$4.14M -$30.4K -631 -0.7%
FPAS
42
Focus Partners Advisor Solutions
Missouri
$3.99M +$1.03M +21,409 +36%
MML Investors Services
43
MML Investors Services
Massachusetts
$3.88M +$3.21M +66,493 +536%
SWP
44
Stratos Wealth Partners
Ohio
$3.65M -$12.4M -257,388 -78%
WI
45
WrapManager Inc
California
$3.37M +$663K +13,747 +25%
CW
46
CreativeOne Wealth
Kansas
$2.97M +$201K +4,165 +7%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$2.86M +$16.6K +345 +0.6%
PAS
48
Park Avenue Securities
New York
$2.83M +$2.78M +57,648 New
Osaic Holdings
49
Osaic Holdings
Arizona
$2.76M +$620K +12,848 +30%
QPWM
50
Quadrant Private Wealth Management
Pennsylvania
$2.7M +$1.47M +30,568 +125%