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iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
176
Ascent Group
Virginia
– -$622K -13,082 Closed
OMC
177
Old Mission Capital
Illinois
– -$470K -9,898 Closed
CA
178
Claro Advisors
Massachusetts
– -$460K -9,671 Closed
TVAMP
179
Tennessee Valley Asset Management Partners
Tennessee
– -$408K -8,581 Closed
BCM
180
Beaumont Capital Management
Massachusetts
– -$288K -6,060 Closed
BWP
181
Balboa Wealth Partners
Arizona
– -$238K -5,010 Closed
AWA
182
Acorn Wealth Advisors
Michigan
– -$235K -4,940 Closed
LRWM
183
Lord & Richards Wealth Management
Colorado
– -$219K -4,613 Closed
IP
184
Ignite Planners
California
– -$215K -4,569 Closed
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
– -$215K -4,518 Closed
PA
186
PSI Advisors
Florida
– -$128K -2,695 Closed
NB
187
NBT Bank
New York
– -$74.6K -1,570 Closed
MSWM
188
Mowery & Schoenfeld Wealth Management
Illinois
– -$54.5K -1,147 Closed
LWMI
189
Legacy Wealth Management (Idaho)
Idaho
– -$38.2K -803 Closed
CPG
190
Cornerstone Planning Group
New Jersey
– -$33.5K -715 Closed
CA
191
CoreCap Advisors
Michigan
– -$33.2K -698 Closed
BWL
192
Bogart Wealth LLC
Virginia
– -$8.27K -174 Closed
GTAM
193
Global Trust Asset Management
Florida
– -$4.96K -104 Closed
GM
194
GeoWealth Management
Illinois
– -$1.85K -39 Closed
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
– -$1K -19 Closed