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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
26
Fonville Wealth Management
Virginia
$10.2M +$781K +16,244 +8%
DWM
27
Diversify Wealth Management
Utah
$9.5M +$6.89M +143,304 +252%
MAM
28
Madison Asset Management
Wisconsin
$9.41M +$464K +9,649 +5%
OIA
29
OneDigital Investment Advisors
Kansas
$8.75M +$3.11M +64,770 +54%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$8.29M +$133K +2,773 +2%
SIAM
31
Sterling Investment Advisors (Missouri)
Missouri
$8.21M +$185K +3,847 +2%
CGFA
32
Colton Groome Financial Advisors
North Carolina
$7.51M +$9.42K +196 +0.1%
Citadel Advisors
33
Citadel Advisors
Florida
$7.02M +$4.29M +89,320 +154%
HCA
34
Heck Capital Advisors
Wisconsin
$6.71M +$41.9K +871 +0.6%
Jane Street
35
Jane Street
New York
$6.06M +$6.12M +127,397 New
Creative Planning
36
Creative Planning
Kansas
$5.69M -$612K -12,730 -10%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$5.3M -$4.26M -88,647 -44%
WI
38
WrapManager Inc
California
$5.18M +$1.3M +27,138 +33%
PA
39
Procyon Advisors
Connecticut
$5.11M -$753K -15,660 -13%
CWMGP
40
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.82M +$4.87M +101,235 New
CC
41
Climber Capital
Switzerland
$4.39M -$1.08M -22,500 -19%
IWC
42
Integrated Wealth Concepts
Massachusetts
$4.33M -$42.1K -877 -1%
PAS
43
Park Avenue Securities
New York
$4.33M -$476K -9,901 -10%
BlackRock
44
BlackRock
New York
$3.9M +$2.17M +45,244 +124%
CIM
45
Catalyst Investment Management
New Hampshire
$3.9M -$594K -12,366 -13%
CCFM
46
Clear Creek Financial Management
Washington
$3.78M +$646K +13,434 +20%
GEA
47
Glen Eagle Advisors
New Jersey
$3.76M +$632K +13,152 +20%
MPPLM
48
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.75M +$217K +4,521 +6%
CB
49
Centennial Bank
Arkansas
$3.72M +$3.25M +67,573 +642%
UCFA
50
United Capital Financial Advisors
Texas
$3.68M +$1.13M +23,447 +43%