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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
126
Gateway Wealth Partners
Wisconsin
$344K +$348K +7,235 New
MOS
127
MGO One Seven
Ohio
$334K -$127K -2,638 -27%
MIH
128
Meitav Investment House
Israel
$332K -$83.6K -1,739 -20%
LFG
129
Lockerman Financial Group
California
$332K -$59.5K -1,239 -15%
MCWA
130
Meadow Creek Wealth Advisors
Georgia
$328K -$961 -20 -0.3%
OCA
131
OpenArc Corporate Advisory
Georgia
$316K +$18.8K +392 +6%
SWM
132
SigFig Wealth Management
California
$309K -$92.5K -1,925 -23%
WCG
133
Weaver Consulting Group
California
$305K
SIM
134
Synergy Investment Management
Florida
$304K -$65.9K -1,372 -18%
GWMR
135
GC Wealth Management RIA
Massachusetts
$301K +$304K +6,326 New
SA
136
Skyline Advisors
Washington
$297K +$300K +6,237 New
QCM
137
Quantinno Capital Management
New York
$273K
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$255K +$257K +5,354 New
SFS
139
Security Financial Services
Indiana
$252K -$92.5K -1,925 -27%
FFA
140
Farther Finance Advisors
California
$252K -$18.2K -379 -7%
PFA
141
Professional Financial Advisors
Nebraska
$248K
EFG
142
Embree Financial Group
Illinois
$246K -$90.1K -1,874 -27%
AWM
143
AE Wealth Management
Kansas
$243K -$2.89M -60,082 -92%
Corient Private Wealth
144
Corient Private Wealth
Florida
$239K -$354K -7,373 -59%
SWP
145
Stratos Wealth Partners
Ohio
$236K +$238K +4,951 New
TVAMP
146
Tennessee Valley Asset Management Partners
Tennessee
$231K -$63.4K -1,319 -21%
RRA
147
Red Reef Advisors
Florida
$231K -$22.5K -469 -9%
LG
148
Leuthold Group
Minnesota
$221K -$68.9K -1,434 -24%
ACP
149
Argyle Capital Partners
California
$221K
AAS
150
Ameritas Advisory Services
Nebraska
$221K +$16.7K +348 +8%