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iShares AAA-A Rated Corporate Bond ETF
QLTA

Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$57.8M +$711K +12,450 +1%
Bank of America
2
Bank of America
North Carolina
$37.7M +$877K +15,355 +2%
B
3
Bailard
California
$31.8M -$2.76M -48,374 -8%
Morgan Stanley
4
Morgan Stanley
New York
$31.6M -$501K -8,766 -2%
HighTower Advisors
5
HighTower Advisors
Illinois
$30M +$907K +15,880 +3%
Ameriprise
6
Ameriprise
Minnesota
$27.4M -$4.96M -86,902 -15%
SIAM
7
Sterling Investment Advisors (Missouri)
Missouri
$16.9M -$264K -4,628 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$16.4M -$548K -9,588 -3%
LPL Financial
9
LPL Financial
California
$15.3M -$904K -15,825 -6%
Jane Street
10
Jane Street
New York
$13.8M +$10.6M +185,603 +308%
UBS Group
11
UBS Group
Switzerland
$13.7M -$985K -17,240 -7%
RJA
12
Raymond James & Associates
Florida
$12.3M +$399K +6,993 +3%
CWM
13
Curi Wealth Management
North Carolina
$12.2M +$1.34M +23,488 +12%
EWM
14
Elite Wealth Management
Washington
$11.7M +$1.86M +32,551 New
Citadel Advisors
15
Citadel Advisors
Florida
$11.3M -$5.98M -104,682 -34%
AIC
16
Ameritas Investment Company
Nebraska
$10.6M +$17.9K +314 +0.2%
HC
17
Hatton Consulting
Arizona
$9.6M +$1.14M +19,981 +13%
WCWM
18
Wooster Corthell Wealth Management
Connecticut
$9.32M +$221K +3,862 +2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$9.23M -$2.99M -52,372 -24%
TTWM
20
TCV Trust & Wealth Management
Virginia
$8.94M +$280K +4,893 +3%
VAS
21
Valicenti Advisory Services
New York
$8.65M -$1.42M -24,943 -14%
Wells Fargo
22
Wells Fargo
California
$8.5M -$7.82M -136,818 -48%
PGA
23
Portland Global Advisors
Maine
$7.47M -$65.7K -1,150 -0.9%
FNC
24
First National Corp
Massachusetts
$6.1M +$3.14M +54,998 +103%
Stifel Financial
25
Stifel Financial
Missouri
$5.7M -$120K -2,094 -2%
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