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iShares AAA-A Rated Corporate Bond ETF
QLTA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
126
Consultiva Wealth Management
Puerto Rico
$385K – – –
SCA
127
Snowden Capital Advisors
New York
$376K +$3.82K +79 +1%
SIM
128
Synergy Investment Management
Florida
$373K -$98.5K -2,035 -21%
SFS
129
Security Financial Services
Indiana
$347K -$231K -4,781 -40%
IA
130
IFG Advisory
Georgia
$342K -$31.3K -647 -8%
EFG
131
Embree Financial Group
Illinois
$339K +$129K +2,658 +61%
TWCA
132
Two West Capital Advisors
Kansas
$336K +$338K +6,980 New
MCWA
133
Meadow Creek Wealth Advisors
Georgia
$332K -$35K -722 -9%
SB
134
Strategic Blueprint
Georgia
$324K +$79.3K +1,639 +32%
CPWA
135
Cerro Pacific Wealth Advisors
California
$322K – – –
MYIA
136
Mount Yale Investment Advisors
Colorado
$319K – – –
DAS
137
Dynamic Advisor Solutions
Arizona
$317K -$24.7K -511 -7%
WCG
138
Weaver Consulting Group
California
$309K – – –
OCA
139
OpenArc Corporate Advisory
Georgia
$300K +$302K +6,245 New
TVAMP
140
Tennessee Valley Asset Management Partners
Tennessee
$297K -$21.6K -446 -7%
LG
141
Leuthold Group
Minnesota
$293K +$3.97K +82 +1%
PTC
142
Private Trust Company
Ohio
$289K +$32.9K +679 +13%
BFG
143
Beacon Financial Group
Texas
$287K -$1.37M -28,310 -83%
HH
144
Hilltop Holdings
Texas
$281K -$128K -2,634 -31%
QCM
145
Quantinno Capital Management
New York
$276K -$7.6K -157 -3%
FFA
146
Farther Finance Advisors
California
$274K +$68.4K +1,413 +33%
EFG
147
Ehrlich Financial Group
California
$271K +$273K +5,633 New
EWM
148
Elevation Wealth Management
Minnesota
$266K +$268K +5,539 New
FA
149
Fortis Advisors
Pennsylvania
$263K -$55.6K -1,148 -17%
OPWM
150
Oregon Pacific Wealth Management
Oregon
$263K -$37.6K -776 -12%
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