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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CNB
151
Camden National Bank
Maine
$218K -$1.01K -21 -0.5%
EFG
152
Embree Financial Group
Illinois
$213K +$210K +4,384 New
FFA
153
Farther Finance Advisors
California
$207K +$205K +4,276 New
CB
154
Centennial Bank
Arkansas
$207K +$4.99K +104 +2%
GRP
155
Global Retirement Partners
California
$170K +$28K +585 +20%
GWM
156
Geneos Wealth Management
Colorado
$133K +$125K +2,608 +1,946%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$126K +$124K +2,594 New
IA
158
IFP Advisors
Florida
$107K +$3.21K +67 +3%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$86.5K +$73.5K +1,533 +611%
PFG
160
Premier Financial Group
California
$67.4K +$66.6K +1,390 New
LFA
161
LGT Financial Advisors
Texas
$50K -$191K -3,989 -79%
YDMI
162
Y.D. More Investments
Israel
$46K -$30.1K -627 -40%
LWA
163
Lowe Wealth Advisors
Maryland
$45.8K
HNB
164
Huntington National Bank
Ohio
$35.4K
MWPCG
165
Measured Wealth Private Client Group
New Hampshire
$33.6K +$33.2K +693 New
AC
166
AlphaCore Capital
California
$27.9K
GSWM
167
Golden State Wealth Management
California
$24.4K +$240 +5 +1%
RF
168
Rossby Financial
Florida
$23.2K +$1.39K +29 +6%
SPIA
169
Steward Partners Investment Advisory
New York
$21K +$288 +6 +1%
AF
170
Allworth Financial
California
$17.2K +$383 +8 +2%
MWM
171
Mascoma Wealth Management
New Hampshire
$14.5K
OCM
172
Orion Capital Management
California
$14.1K +$13.9K +291 New
Franklin Resources
173
Franklin Resources
California
$6.2K
HI
174
Harbour Investments
Wisconsin
$5.99K +$96 +2 +2%
SAM
175
Smartleaf Asset Management
Massachusetts
$5.97K +$5.9K +123 New