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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$12.6M -$3.85M -79,588 -23%
VAS
27
Vestmark Advisory Solutions
Massachusetts
$9.62M -$7.99M -165,059 -45%
FWM
28
Fonville Wealth Management
Virginia
$9.53M +$611K +12,630 +7%
DAS
29
Diversify Advisory Services
Utah
$9.44M -$1.53M -31,663 -14%
MAM
30
Madison Asset Management
Wisconsin
$9.05M -$166K -3,434 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$8.25M -$2.47K -51 -0%
SIAM
32
Sterling Investment Advisors (Missouri)
Missouri
$8.11M +$316K +6,528 +4%
CGFA
33
Colton Groome Financial Advisors
North Carolina
$7.58M +$440K +9,089 +6%
HCA
34
Heck Capital Advisors
Wisconsin
$6.74M +$567K +11,713 +9%
Creative Planning
35
Creative Planning
Kansas
$6.36M -$1.06M -21,827 -14%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$6.24M +$3.68M +76,094 +142%
PA
37
Procyon Advisors
Connecticut
$5.91M -$171K -3,541 -3%
OIA
38
OneDigital Investment Advisors
Kansas
$5.72M -$154K -3,191 -3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$5.34M -$589K -12,173 -10%
PAS
40
Park Avenue Securities
New York
$4.85M -$2.16M -44,581 -31%
FPAS
41
Focus Partners Advisor Solutions
Missouri
$4.58M -$3.62M -74,857 -44%
CIM
42
Catalyst Investment Management
New Hampshire
$4.5M +$4.53M +93,635 New
CC
43
Climber Capital
Switzerland
$4.43M +$5.65M +116,807 New
IWC
44
Integrated Wealth Concepts
Massachusetts
$4.42M -$2.12M -43,704 -32%
NAM
45
NorthCrest Asset Manangement
Minnesota
$4.18M +$168K +3,468 +4%
WI
46
WrapManager Inc
California
$3.93M -$121K -2,492 -3%
JC
47
JB Capital
Connecticut
$3.8M -$1.86M -38,376 -33%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$3.79M +$1.47M +30,288 +62%
MPPLM
49
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.58M +$142K +2,929 +4%
TWP
50
Triad Wealth Partners
Kansas
$3.56M -$275K -5,677 -7%