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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Security Financial Services
Indiana
$582K +$256K +5,349 +80%
ASN
102
Advisory Services Network
Georgia
$579K +$573K +11,954 New
BF
103
BOK Financial
Oklahoma
$577K
RPCA
104
Running Point Capital Advisors
California
$576K
SW
105
Simplicity Wealth
New Jersey
$576K -$1.27M -26,466 -69%
SAW
106
Signal Advisors Wealth
Michigan
$546K +$135K +2,811 +33%
CT
107
Colonial Trust
South Carolina
$526K
MBT
108
Montecito Bank & Trust
California
$523K +$517K +10,783 New
MWA
109
Monograph Wealth Advisors
California
$508K
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$503K
MIH
111
Meitav Investment House
Israel
$503K -$66.3K -1,383 -12%
TFA
112
Transamerica Financial Advisors
Florida
$496K +$490K +10,231 New
SMI
113
Shelter Mutual Insurance
Missouri
$485K
ANTB
114
AMG National Trust Bank
Colorado
$477K
SIM
115
Synergy Investment Management
Florida
$474K +$75.3K +1,570 +19%
HF
116
HRT Financial
New York
$467K +$112K +2,327 +32%
OP
117
ORG Partners
Indiana
$443K +$438K +9,143 New
HH
118
Hilltop Holdings
Texas
$411K +$42.9K +895 +12%
KAS
119
Kestra Advisory Services
Texas
$409K +$74.3K +1,550 +23%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$396K +$392K +8,178 New
CWM
121
Consultiva Wealth Management
Puerto Rico
$388K
IA
122
IFG Advisory
Georgia
$376K +$50K +1,043 +16%
PFPT
123
Pinnacle Financial Partners (Tennessee)
Tennessee
$376K
SCA
124
Snowden Capital Advisors
New York
$375K -$4.94K -103 -1%
MCWA
125
Meadow Creek Wealth Advisors
Georgia
$372K