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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Beaumont Financial Advisors
Massachusetts
$690K
KWA
52
KCS Wealth Advisory
California
$664K -$2.79M -57,748 -80%
CA
53
Cetera Advisors
Colorado
$631K -$24.1K -499 -3%
RPCA
54
Running Point Capital Advisors
California
$562K -$319K -6,603 -35%
BF
55
BOK Financial
Oklahoma
$540K
KSWA
56
Kathleen S. Wright Associates
Pennsylvania
$537K +$482 +10 +0.1%
AT
57
American Trust
Kentucky
$488K -$15.4K -319 -3%
ASN
58
Advisory Services Network
Georgia
$404K +$22.5K +467 +6%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$401K -$48.7K -1,009 -10%
MCWA
60
Meadow Creek Wealth Advisors
Georgia
$394K -$965 -20 -0.2%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$371K -$19.7K -408 -5%
MML Investors Services
62
MML Investors Services
Massachusetts
$370K -$241 -5 -0.1%
LRWA
63
Long Run Wealth Advisors
New York
$364K -$12.4M -257,669 -97%
SCA
64
Snowden Capital Advisors
New York
$343K
KCM
65
Karp Capital Management
California
$302K +$321K +6,660 New
US Bancorp
66
US Bancorp
Minnesota
$290K
RJFSA
67
Raymond James Financial Services Advisors
Florida
$281K +$21.3K +441 +8%
TPW
68
Transatlantique Private Wealth
New York
$268K +$285K +5,913 New
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$257K -$738K -15,307 -73%
AWS
70
Atria Wealth Solutions
New York
$246K +$262K +5,425 New
AWA
71
Acorn Wealth Advisors
Michigan
$244K
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$244K +$36.6K +758 +16%
SI
73
Stephens Inc
Arkansas
$239K
SW
74
SVB Wealth
Massachusetts
$227K
LIM
75
Leavell Investment Management
Alabama
$225K +$239K +4,956 New