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iShares AAA-A Rated Corporate Bond ETF
QLTA

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$56.3M +$51.5M +937,809 +1,137%
Ameriprise
2
Ameriprise
Minnesota
$46.8M +$37.7M +687,205 +421%
AssetMark Inc
3
AssetMark Inc
California
$38.4M +$3.8M +69,207 +11%
Charles Schwab
4
Charles Schwab
California
$24.3M +$24.2M +440,412 New
B
5
Bailard
California
$21.8M +$21.7M +395,414 New
Morgan Stanley
6
Morgan Stanley
New York
$21.8M +$14.9M +271,570 +220%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.5M +$1.75M +31,961 +18%
SIAM
8
Sterling Investment Advisors (Missouri)
Missouri
$11.5M -$508K -9,261 -4%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$11.4M +$11.3M +206,560 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$11.2M -$115K -2,092 -1%
GFPC
11
Global Financial Private Capital
Florida
$9.04M -$779K -14,194 -8%
HighTower Advisors
12
HighTower Advisors
Illinois
$8.71M +$7.98M +145,322 +1,156%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$8.47M +$7.81M +142,274 +1,250%
TTWM
14
TCV Trust & Wealth Management
Virginia
$4.89M +$645K +11,745 +15%
SIA
15
SeaBridge Investment Advisors
New Jersey
$4.21M -$42.5K -775 -1%
WR
16
Watson Rebecca
$4M +$1.18M +21,466 +44%
VAS
17
Valicenti Advisory Services
New York
$3.75M +$945K +17,219 +34%
FCA
18
FinTrust Capital Advisors
South Carolina
$3.64M +$3.63M +66,044 New
MFWM
19
Motley Fool Wealth Management
Virginia
$3.35M +$3.33M +60,715 New
AWM
20
Argent Wealth Management
Massachusetts
$3.17M +$131K +2,388 +4%
Wells Fargo
21
Wells Fargo
California
$3.06M +$992K +18,061 +48%
LFASL
22
Lugano Financial Advisors SA (LFA)
Switzerland
$2.9M +$2.85M +51,973 New
RWM
23
RKL Wealth Management
Pennsylvania
$2.88M -$209K -3,811 -7%
LPL Financial
24
LPL Financial
California
$2.68M +$196K +3,574 +8%
Stifel Financial
25
Stifel Financial
Missouri
$2.3M +$231K +4,216 +11%
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