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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
76
Crestwood Advisors Group
Massachusetts
$389K -$104K -1,775 -21%
EB
77
Eastern Bank
Massachusetts
$362K -$287K -4,903 -44%
PA
78
PFG Advisors
Arizona
$360K -$53K -906 -13%
AWA
79
Acorn Wealth Advisors
Michigan
$316K +$17.5K +299 +6%
SPIA
80
Steward Partners Investment Advisory
New York
$301K +$11.7K +200 +4%
AAP
81
Arax Advisory Partners
Colorado
$300K +$303K +5,189 New
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$298K +$301K +5,149 New
SW
83
SVB Wealth
Massachusetts
$289K
ASN
84
Advisory Services Network
Georgia
$274K +$277K +4,746 New
Truist Financial
85
Truist Financial
North Carolina
$273K
CTC
86
Central Trust Company
Missouri
$267K
GTAM
87
Global Trust Asset Management
Florida
$265K -$53.8K -920 -17%
AFAS
88
Acorn Financial Advisory Services
Virginia
$262K -$22.9K -391 -8%
IFAM
89
Institutional & Family Asset Management
Colorado
$261K +$994 +17 +0.4%
CCA
90
Catalyst Capital Advisors
New York
$254K
NB
91
NBT Bank
New York
$251K +$13.6K +232 +6%
TCM
92
Teza Capital Management
Illinois
$247K
SPC
93
Sigma Planning Corp
Michigan
$239K +$241K +4,124 New
APA
94
American Portfolios Advisors
New York
$230K +$148K +2,526 +174%
OMC
95
Old Mission Capital
Illinois
$225K -$6.14K -105 -3%
WIC
96
Woodmont Investment Counsel
Tennessee
$217K
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$215K +$80.3K +1,374 +59%
CCM
98
Crabel Capital Management
California
$201K +$203K +3,474 New
PAS
99
Partnervest Advisory Services
California
$201K +$204K +3,484 New
RCM
100
Robinson Capital Management
Michigan
$191K +$5.84K +100 +3%