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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
101
Keystone Financial Group (Kentucky)
Kentucky
$588K +$253K +5,361 +77%
BF
102
BOK Financial
Oklahoma
$565K
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$492K -$31.2K -662 -6%
RPCA
104
Running Point Capital Advisors
California
$482K -$19.3K -410 -4%
MBT
105
Montecito Bank & Trust
California
$479K +$6.41K +136 +1%
SMI
106
Shelter Mutual Insurance
Missouri
$476K
MWM
107
Maripau Wealth Management
Indiana
$474K +$9.76K +207 +2%
OMC
108
Old Mission Capital
Illinois
$470K +$467K +9,898 New
ANTB
109
AMG National Trust Bank
Colorado
$468K
CA
110
Claro Advisors
Massachusetts
$460K +$184K +3,895 +67%
DAS
111
Dynamic Advisor Solutions
Arizona
$459K -$112K -2,380 -20%
SIM
112
Synergy Investment Management
Florida
$443K +$120K +2,540 +37%
Jones Financial Companies
113
Jones Financial Companies
Missouri
$423K +$28.7K +608 +7%
TVAMP
114
Tennessee Valley Asset Management Partners
Tennessee
$408K +$404K +8,581 New
PFPT
115
Pinnacle Financial Partners (Tennessee)
Tennessee
$388K
CWM
116
Consultiva Wealth Management
Puerto Rico
$380K
WWG
117
West Wealth Group
California
$378K +$142K +3,019 +61%
SCA
118
Snowden Capital Advisors
New York
$373K -$283K -6,000 -43%
DA
119
Detalus Advisors
Missouri
$369K +$142K +3,022 +64%
GC
120
Guggenheim Capital
Illinois
$364K +$361K +7,655 New
MCWA
121
Meadow Creek Wealth Advisors
Georgia
$362K -$1.98K -42 -0.5%
ACA
122
Aptus Capital Advisors
Alabama
$335K +$209K +4,433 +170%
FA
123
Fortis Advisors
Pennsylvania
$319K +$19.5K +413 +7%
CPWA
124
Cerro Pacific Wealth Advisors
California
$313K
OPWM
125
Oregon Pacific Wealth Management
Oregon
$305K +$302K +6,415 New