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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
101
World Investment Advisors
California
$636K -$15.2K -315 -2%
KAS
102
Kestra Advisory Services
Texas
$633K +$228K +4,720 +56%
SW
103
Simplicity Wealth
New Jersey
$632K +$60.7K +1,254 +11%
BFA
104
Beaumont Financial Advisors
Massachusetts
$618K
BC
105
BDFS Capital
Delaware
$601K +$605K +12,504 New
Corient Private Wealth
106
Corient Private Wealth
Florida
$596K -$7.6K -157 -1%
VR
107
Vision Retirement
New Jersey
$589K +$593K +12,241 New
GAA
108
Global Assets Advisory
Florida
$586K +$589K +12,176 New
ASN
109
Advisory Services Network
Georgia
$544K -$31.2K -645 -5%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$529K +$28.6K +590 +6%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$523K +$131K +2,702 +33%
MBT
112
Montecito Bank & Trust
California
$519K
CT
113
Colonial Trust
South Carolina
$514K -$7.36K -152 -1%
CB
114
Centennial Bank
Arkansas
$506K +$303K +6,250 +146%
MWA
115
Monograph Wealth Advisors
California
$504K
HFA
116
High Falls Advisors
New York
$494K -$333K -6,875 -40%
GM
117
GeoWealth Management
Illinois
$485K -$191K -3,953 -28%
SMI
118
Shelter Mutual Insurance
Missouri
$481K
MOS
119
MGO One Seven
Ohio
$464K +$467K +9,650 New
ANTB
120
AMG National Trust Bank
Colorado
$450K -$24.2K -500 -5%
OP
121
ORG Partners
Indiana
$435K -$4.99K -103 -1%
MIH
122
Meitav Investment House
Israel
$419K -$80.3K -1,659 -16%
PFPG
123
Pinnacle Financial Partners (Georgia)
Georgia
$415K +$418K +8,627 New
SWM
124
SigFig Wealth Management
California
$405K -$290K -5,992 -42%
LFG
125
Lockerman Financial Group
California
$395K -$238K -4,921 -37%