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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
CoreCap Advisors
Michigan
$523 – – –
AF
177
Allworth Financial
California
$191 – – –
SAM
178
Smartleaf Asset Management
Massachusetts
$27 – – –
CAAM
179
Cornerstone Advisors Asset Management
Pennsylvania
– -$19M -399,425 Closed
Envestnet Portfolio Solutions
180
Envestnet Portfolio Solutions
Illinois
– -$10.4M -219,221 Closed
JC
181
JB Capital
Connecticut
– -$3.19M -67,055 Closed
TWP
182
Triad Wealth Partners
Kansas
– -$3.05M -64,167 Closed
PCA
183
Prosperity Capital Advisors
Ohio
– -$2.57M -54,076 Closed
Bank of New York Mellon
184
Bank of New York Mellon
New York
– -$1.22M -25,552 Closed
I
185
INVST
Indiana
– -$884K -18,574 Closed
BCI
186
Brinker Capital Investments
Pennsylvania
– -$871K -18,294 Closed
KFGK
187
Keystone Financial Group (Kentucky)
Kentucky
– -$581K -12,202 Closed
AFW
188
Avantra Family Wealth
Pennsylvania
– -$563K -11,837 Closed
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
– -$552K -11,599 Closed
IAN
190
Integrated Advisors Network
Texas
– -$536K -11,268 Closed
AFP
191
Ausdal Financial Partners
Iowa
– -$467K -9,805 Closed
KWM
192
Keebeck Wealth Management
Illinois
– -$387K -8,123 Closed
GWP
193
Gateway Wealth Partners
Wisconsin
– -$344K -7,235 Closed
LFG
194
Lockerman Financial Group
California
– -$332K -6,973 Closed
OCA
195
OpenArc Corporate Advisory
Georgia
– -$316K -6,637 Closed
SWM
196
SigFig Wealth Management
California
– -$309K -6,498 Closed
SA
197
Skyline Advisors
Washington
– -$297K -6,237 Closed
SFS
198
Security Financial Services
Indiana
– -$252K -5,296 Closed
EFG
199
Embree Financial Group
Illinois
– -$246K -5,168 Closed
TVAMP
200
Tennessee Valley Asset Management Partners
Tennessee
– -$231K -4,850 Closed