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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
126
Keebeck Wealth Management
Illinois
$291K +$289K +6,125 New
KSWA
127
Kathleen S. Wright Associates
Pennsylvania
$290K
BCM
128
Beaumont Capital Management
Massachusetts
$288K +$286K +6,060 New
KAS
129
Kestra Advisory Services
Texas
$274K +$15.5K +329 +6%
LFG
130
Lockerman Financial Group
California
$273K +$270K +5,734 New
PAG
131
Private Advisor Group
New Jersey
$272K +$270K +5,732 New
LG
132
Leuthold Group
Minnesota
$261K +$259K +5,485 New
SFS
133
Security Financial Services
Indiana
$260K +$258K +5,474 New
FFA
134
Fortune Financial Advisors
Kansas
$248K -$15.4K -326 -6%
GWP
135
Gateway Wealth Partners
Wisconsin
$243K +$241K +5,109 New
LFA
136
LGT Financial Advisors
Texas
$240K +$80.8K +1,715 +52%
BWP
137
Balboa Wealth Partners
Arizona
$238K +$236K +5,010 New
AWA
138
Acorn Wealth Advisors
Michigan
$235K -$7.31K -155 -3%
IA
139
IFG Advisory
Georgia
$230K +$228K +4,836 New
PWM
140
Perigon Wealth Management
California
$227K +$17.2K +365 +8%
ACP
141
Argyle Capital Partners
California
$221K
LRWM
142
Lord & Richards Wealth Management
Colorado
$219K +$11.5K +244 +6%
IP
143
Ignite Planners
California
$215K +$215K +4,569 New
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$215K
CNB
145
Camden National Bank
Maine
$214K +$707 +15 +0.3%
Comerica Bank
146
Comerica Bank
Texas
$190K +$67.9K +1,441 +57%
CB
147
Centennial Bank
Arkansas
$156K +$51.6K +1,095 +50%
GWANC
148
Guardian Wealth Advisors (North Carolina)
North Carolina
$130K +$13.9K +294 +12%
PTC
149
Private Trust Company
Ohio
$128K +$1.08K +23 +0.9%
PA
150
PSI Advisors
Florida
$128K +$46.7K +990 +58%