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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$1.45M -$233K -4,846 -14%
DWS
77
Dynamic Wealth Strategies
California
$1.36M +$72.1K +1,500 +6%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$1.22M -$1.34M -27,826 -52%
BIA
79
Bigelow Investment Advisors
Maine
$1.2M +$27K +562 +2%
UBS AM
80
UBS AM
Illinois
$1.11M +$1.12M +23,232 New
DA
81
Detalus Advisors
Missouri
$992K -$104K -2,159 -9%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$977K -$962K -20,012 -49%
EI
83
EFG International
$911K +$920K +19,150 New
SFM
84
Signet Financial Management
New Jersey
$895K -$146K -3,034 -14%
AFG
85
Atomi Financial Group
New York
$889K -$46.3K -964 -5%
KAS
86
Kestra Advisory Services
Texas
$886K +$263K +5,464 +42%
I
87
INVST
Indiana
$884K -$354K -7,370 -28%
BCI
88
Brinker Capital Investments
Pennsylvania
$871K -$305K -6,342 -26%
CI
89
Cambiar Investors
Colorado
$861K +$83.8K +1,744 +11%
SF
90
Summit Financial
New Jersey
$860K +$869K +18,079 New
Cerity Partners
91
Cerity Partners
New York
$822K +$830K +17,264 New
SB
92
Sunflower Bank
Texas
$757K
FCH
93
Freestone Capital Holdings
Washington
$654K -$471K -9,792 -42%
BC
94
BDFS Capital
Delaware
$620K +$25.4K +529 +4%
SW
95
Simplicity Wealth
New Jersey
$620K -$5.19K -108 -0.8%
BFA
96
Beaumont Financial Advisors
Massachusetts
$611K
MBT
97
Montecito Bank & Trust
California
$608K +$96.1K +2,000 +19%
TFA
98
Transamerica Financial Advisors
Florida
$604K -$60.6K -1,260 -9%
GAA
99
Global Assets Advisory
Florida
$596K +$16.5K +344 +3%
IWA
100
Icon Wealth Advisors
Texas
$586K -$238K -4,955 -29%