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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$138K – – –
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$125K -$90.9K -1,565 -42%
NFG
103
Next Financial Group
Texas
$114K – – –
BCP
104
Blue Chip Partners
Michigan
$104K +$755 +13 +0.7%
William Blair & Company
105
William Blair & Company
Illinois
$97K – – –
PA
106
Parallel Advisors
California
$96K +$19.8K +341 +26%
US Bancorp
107
US Bancorp
Minnesota
$88K – – –
IA
108
IFP Advisors
Florida
$83K -$95.6K -1,647 -54%
SFPG
109
Stonebridge Financial Planning Group
Florida
$80K – – –
FCA
110
FinTrust Capital Advisors
South Carolina
$76K -$2.51M -43,251 -97%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$53K +$52.3K +901 New
BWM
112
BerganKDV Wealth Management
Minnesota
$40K – – –
Bessemer Group
113
Bessemer Group
New Jersey
$40K – – –
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$31K – – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
$23K +$1.51K +26 +7%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.8K – – –
MAWCM
117
Mine & Arao Wealth Creation & Management
California
$13K – – –
GWM
118
Geneos Wealth Management
Colorado
$11K – – –
BA
119
Bellwether Advisors
Nebraska
$3K +$3.37K +58 New
SFS
120
Sowell Financial Services
Arkansas
$2K – – –
AssetMark Inc
121
AssetMark Inc
California
$1K -$406 -7 -23%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
BFO
123
Biltmore Family Office
North Carolina
– -$5.37M -92,926 Closed
AWM
124
AE Wealth Management
Kansas
– -$3.39M -58,627 Closed
SS
125
Simplicity Solutions
Minnesota
– -$3.26M -56,355 Closed