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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
151
First Horizon Advisors
Tennessee
$119K +$21.2K +450 +22%
NB
152
NBT Bank
New York
$74.6K
MSWM
153
Mowery & Schoenfeld Wealth Management
Illinois
$54.5K +$54.1K +1,147 New
IA
154
IFP Advisors
Florida
$50.4K +$50K +1,060 New
YDMI
155
Y.D. More Investments
Israel
$45.1K +$15.5K +328 +52%
LWA
156
Lowe Wealth Advisors
Maryland
$40.2K +$3.77K +80 +10%
LWMI
157
Legacy Wealth Management (Idaho)
Idaho
$38.2K +$37.8K +803 New
CPG
158
Cornerstone Planning Group
New Jersey
$33.5K +$33.7K +715 New
CA
159
CoreCap Advisors
Michigan
$33.2K -$3.35K -71 -9%
GSWM
160
Golden State Wealth Management
California
$23.4K +$8.58K +182 +59%
SPIA
161
Steward Partners Investment Advisory
New York
$20.3K +$20.1K +427 New
AF
162
Allworth Financial
California
$16.4K +$16.4K +347 New
MWM
163
Mascoma Wealth Management
New Hampshire
$14.3K
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$11.9K +$11.8K +251 New
T
165
Transce3nd
Texas
$9.7K -$1.7K -36 -15%
BWL
166
Bogart Wealth LLC
Virginia
$8.27K +$8.2K +174 New
PSFG
167
Park Square Financial Group
Georgia
$6.18K +$2.03K +43 +49%
Franklin Resources
168
Franklin Resources
California
$6.08K
HI
169
Harbour Investments
Wisconsin
$5.75K -$40.3K -854 -88%
RF
170
Rossby Financial
Florida
$5.68K +$5.66K +120 New
GWM
171
Geneos Wealth Management
Colorado
$5.56K -$471 -10 -8%
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$5.13K
GTAM
173
Global Trust Asset Management
Florida
$4.96K
Q1WB
174
Quest 10 Wealth Builders
Virginia
$3.07K -$94 -2 -3%
BA
175
Bellwether Advisors
Nebraska
$2.76K